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Sun Life Financial

395 hedge funds and large institutions have $13.2B invested in Sun Life Financial in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-25
Holders Change %
-5.95%
% of All Funds
5.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
30
Increased
126
Reduced
146
Closed
49
Calls
$232M
Puts
$299M
Net Calls
-$67M
Net Calls Change
+$9.09M
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
326
Hexagon Capital Partners
Arkansas
$43.1K -$2.99K -61 -6%
FFA
327
Fairfield Financial Advisors
Massachusetts
$43K +$43K +878 New
MA
328
MCF Advisors
Kentucky
$39.2K -$4.41K -90 -10%
CFGS
329
Concourse Financial Group Securities
Alabama
$39.2K
RI
330
Ridgewood Investments
New Jersey
$39.2K +$39.2K +800 New
PWMG
331
Private Wealth Management Group
New Jersey
$39K
ADL
332
Asset Dedication LLC
California
$38.6K
OC
333
Oakworth Capital
Alabama
$36.6K
HPC
334
HM Payson & Co
Maine
$36.4K
DJSG
335
D.J. St. Germain
Massachusetts
$31.8K -$316K -6,459 -91%
GI
336
GAMMA Investing
California
$28K +$27.5K +562 +6,244%
CFD
337
Creative Financial Designs
Indiana
$27K -$41K -837 -60%
MSFP
338
Mark Sheptoff Financial Planning
Connecticut
$26K
VAMG
339
Voisard Asset Management Group
Michigan
$24.5K
AF
340
Advisornet Financial
Minnesota
$24.5K
SA
341
SRH Advisors
Kansas
$24.5K
AWM
342
Atticus Wealth Management
Florida
$24.1K
PCMC
343
Planning Capital Management Corporation
Pennsylvania
$22.8K
W
344
WealthCollab
Washington
$22.5K
NA
345
Nordwand Advisors
Pennsylvania
$21.5K
DSC
346
Duncker Streett & Co
Missouri
$20.3K
TFM
347
TFC Financial Management
Massachusetts
$19.2K
ZB
348
Zions Bancorporation
Utah
$19.2K -$30.4K -621 -61%
GRP
349
Global Retirement Partners
California
$19.2K -$173K -3,529 -90%
GWM
350
Geneos Wealth Management
Colorado
$19.2K