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Sun Life Financial

301 hedge funds and large institutions have $10.2B invested in Sun Life Financial in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-4
Holders Change %
-1.31%
% of All Funds
6.55%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
26
Increased
99
Reduced
97
Closed
28
Calls
$50M
Puts
$17.8M
Net Calls
+$32.2M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$331K +$22.9K +553 +7%
DIM
177
DC Investments Management
Virginia
$325K +$104K +2,514 +47%
FNT
178
First National Trust
Pennsylvania
$320K
FWIA
179
Fort Washington Investment Advisors
Ohio
$307K -$18.9K -456 -6%
FTIOP
180
Fiduciary Trust International of Pennsylvania
Pennsylvania
$307K
CAM
181
Cozad Asset Management
Illinois
$305K -$2.32K -56 -0.8%
LOAME
182
Lombard Odier Asset Management (Europe)
United Kingdom
$304K
FCM
183
Flinton Capital Management
Pennsylvania
$302K +$31.2K +784 +12%
CIA
184
CSat Investment Advisory
Michigan
$302K +$302K +7,306 New
ONB
185
Old National Bancorp
Indiana
$301K +$19.2K +462 +7%
NB
186
Northwest Bancshares
Pennsylvania
$295K
WA
187
Wambolt & Associates
Colorado
$287K +$287K +6,935 New
SDJVC
188
St. Denis J. Villere & Co
Louisiana
$283K
Ameriprise
189
Ameriprise
Minnesota
$283K +$64.1K +1,553 +29%
PCM
190
Parsons Capital Management
Rhode Island
$280K -$6.79K -164 -2%
AAS
191
Avantax Advisory Services
Texas
$280K +$31.6K +763 +13%
Wellington Management Group
192
Wellington Management Group
Massachusetts
$275K -$76K -1,830 -22%
JPMPWA
193
J.P. Morgan Private Wealth Advisors
California
$274K -$60.3K -1,460 -18%
SCM
194
Stonebridge Capital Management
California
$269K
UC
195
Unio Capital
New Jersey
$269K
HCM
196
Heathbridge Capital Management
Ontario, Canada
$265K
GT
197
Greenleaf Trust
Michigan
$262K
PA
198
Pinnacle Associates
New York
$254K
FCI
199
Financial Counselors Inc
Kansas
$254K +$10.6K +257 +4%
Stifel Financial
200
Stifel Financial
Missouri
$252K -$9.5M -231,550 -97%