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Sun Life Financial

353 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
34
Increased
126
Reduced
102
Closed
30
Calls
$133M
Puts
$348M
Net Calls
-$215M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
326
Laurel Wealth Planning
Minnesota
$14K
AA
327
Addison Advisors
Vermont
$14K
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$13K
TFS
329
TrustCore Financial Services
Tennessee
$13K
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$11K +$11K +204 New
DB
331
Dravo Bay
Delaware
$10.4K +$10.4K +187 New
BBPWM
332
Blue Bell Private Wealth Management
Pennsylvania
$10K
FAG
333
Fortitude Advisory Group
Washington
$10K
ACA
334
Atlas Capital Advisors
Wyoming
$9.88K
BWM
335
Baystate Wealth Management
Massachusetts
$9K
AWM
336
Avior Wealth Management
Nebraska
$9K +$53 +1 +0.6%
OC
337
Oakworth Capital
Alabama
$8K
AA
338
Ancora Advisors
Ohio
$8K
VCM
339
Versant Capital Management
Arizona
$8K +$8K +146 New
JWA
340
JFS Wealth Advisors
Pennsylvania
$7K +$4.85K +81 +225%
GIA
341
GHP Investment Advisors
Colorado
$7K +$7K +119 New
EW
342
Evoke Wealth
California
$6K
KFI
343
Key Financial Inc
Pennsylvania
$6K
Simplex Trading
344
Simplex Trading
Illinois
$6K +$6K +111 New
GEA
345
Glen Eagle Advisors
New Jersey
$4.69K
PFGIA
346
Patriot Financial Group Insurance Agency
Massachusetts
$4K
EARNEST Partners
347
EARNEST Partners
Georgia
$4K
DC
348
DeDora Capital
California
$4K +$4K +75 New
PPWM
349
PFG Private Wealth Management
Florida
$3K
DI
350
Disciplined Investments
Oklahoma
$3K +$3K +48 New