SLF icon

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 %
JWA
376
JFS Wealth Advisors
Pennsylvania
$7.5K +$637 +13 +9%
AA
377
Ancora Advisors
Ohio
$7.25K
NA
378
NewEdge Advisors
Louisiana
$6.83K -$10.7K -217 -61%
EWM
379
Evermay Wealth Management
Virginia
$6.81K
TRCT
380
Tower Research Capital (TRC)
New York
$6.61K -$437K -8,913 -99%
SS
381
Sunbelt Securities
Texas
$5.98K
GIA
382
GHP Investment Advisors
Colorado
$5.83K
CAM
383
Creekmur Asset Management
Illinois
$5K +$5K +102 New
KFI
384
Key Financial Inc
Pennsylvania
$4.85K
BC
385
Barrett & Company
Rhode Island
$4.61K
PS
386
Principal Securities
Iowa
$4.02K -$276K -5,637 -99%
PPWM
387
PFG Private Wealth Management
Florida
$2.79K
PCWA
388
Pacific Capital Wealth Advisors
California
$2.65K
FPFS
389
First Personal Financial Services
North Carolina
$2.45K
FFC
390
First Financial Corp
Indiana
$2.3K
PCM
391
Penserra Capital Management
California
$2K
MG
392
Mather Group
Illinois
$1.64K
LFG
393
Larson Financial Group
Missouri
$1.47K +$1.47K +30 New
MWM
394
Mascoma Wealth Management
New Hampshire
$978
AssetMark Inc
395
AssetMark Inc
California
$931 +$196 +4 +27%
Sumitomo Mitsui Trust Group
396
Sumitomo Mitsui Trust Group
Japan
-$82M -1,501,888 Closed
CCMG
397
Clark Capital Management Group
Pennsylvania
-$36.8M -673,490 Closed
PP
398
Prudential plc
United Kingdom
-$19.6M -359,475 Closed
VMPIC
399
Varma Mutual Pension Insurance Co
Finland
-$14.1M -258,800 Closed
Renaissance Technologies
400
Renaissance Technologies
New York
-$8.76M -160,440 Closed