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Sun Life Financial

437 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 161 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+18
Holders Change %
+4.3%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
54
Increased
161
Reduced
113
Closed
32
Calls
$148M
Puts
$395M
Net Calls
-$248M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
326
Independence Bank of Kentucky
Kentucky
$169K
FHA
327
First Horizon Advisors
Tennessee
$164K
HNB
328
Huntington National Bank
Ohio
$163K +$297 +5 +0.2%
Macquarie Group
329
Macquarie Group
Australia
$142K
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$135K +$5.16K +87 +4%
QCG
331
Quadrant Capital Group
Ohio
$130K -$178 -3 -0.1%
SG Americas Securities
332
SG Americas Securities
New York
$127K +$127K +2,144 New
IA
333
IFP Advisors
Florida
$124K +$8.07K +136 +7%
RhumbLine Advisers
334
RhumbLine Advisers
Massachusetts
$124K -$415 -7 -0.3%
CHC
335
City Holding Co
West Virginia
$119K
CAL
336
Capital Advisors Ltd
Ohio
$113K
PCTC
337
Perkins Coie Trust Company
Washington
$111K
PIM
338
Plato Investment Management
Australia
$104K
PGAM
339
Princeton Global Asset Management
New Jersey
$98.9K +$98.9K +1,667 New
UBP
340
Union Bancaire Privee
Switzerland
$95.2K +$95.2K +1,669 New
LWA
341
Lowe Wealth Advisors
Maryland
$91.4K +$119 +2 +0.1%
CH
342
Cromwell Holdings
Wyoming
$77.8K
BC
343
Bayforest Capital
United Kingdom
$77.7K +$77.7K +1,310 New
B
344
Birchbrook
Maine
$76.8K
PP
345
Pacifica Partners
Canada
$75.8K
LI
346
Louisbourg Investments
New Brunswick, Canada
$74.3K +$24.7K +417 +50%
CTC
347
Central Trust Company
Missouri
$71.2K -$593 -10 -0.8%
GIBU
348
Gulf International Bank (UK)
United Kingdom
$70K -$30.5K -517 -30%
LWCFA
349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64.8K
NB
350
NBT Bank
New York
$63.7K