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Sun Life Financial

381 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
37
Increased
121
Reduced
133
Closed
33
Calls
$311M
Puts
$576M
Net Calls
-$265M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
326
Oakworth Capital
Alabama
$39K +$31.9K +612 +450%
HPC
327
HM Payson & Co
Maine
$38.7K -$91.1K -1,748 -70%
PP
328
Pacifica Partners
Canada
$36.2K -$31.1K -602 -46%
IA
329
IFP Advisors
Florida
$35.3K +$22.1K +424 +167%
DJSG
330
D.J. St. Germain
Massachusetts
$33.9K +$33.9K +650 New
GWS
331
Glassman Wealth Services
Virginia
$33.7K +$3.39K +65 +11%
BCV
332
Banque Cantonale Vaudoise
Switzerland
$31K
CCM
333
Chilton Capital Management
Texas
$30K +$30K +575 New
SWM
334
Spire Wealth Management
Virginia
$29.6K
SWA
335
Sutton Wealth Advisors
Florida
$28.8K
MSFP
336
Mark Sheptoff Financial Planning
Connecticut
$27.6K
HBW
337
Hazlett, Burt & Watson
West Virginia
$26K
AWM
338
Atticus Wealth Management
Florida
$25.6K
SIC
339
Salem Investment Counselors
North Carolina
$25K +$25K +480 New
BWS
340
Buck Wealth Strategies
Colorado
$24.8K
SA
341
SRH Advisors
Kansas
$23.4K
DSC
342
Duncker Streett & Co
Missouri
$21.6K
TFM
343
TFC Financial Management
Massachusetts
$20.4K
PPWM
344
PFG Private Wealth Management
Florida
$20.4K +$9.85K +189 +93%
GRP
345
Global Retirement Partners
California
$20.1K +$104 +2 +0.5%
GWM
346
Geneos Wealth Management
Colorado
$19.2K
WIM
347
Westside Investment Management
California
$18.5K
KFI
348
Key Financial Inc
Pennsylvania
$16.6K +$11.4K +219 +221%
ACM
349
Antonetti Capital Management
Florida
$15.8K
SCA
350
Stonebridge Capital Advisors
Minnesota
$15.6K