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Sun Life Financial

325 hedge funds and large institutions have $12.1B invested in Sun Life Financial in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 103 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+19
Holders Change %
+6.21%
% of All Funds
6.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
51
Increased
88
Reduced
103
Closed
25
Calls
$69.8M
Puts
$17.4M
Net Calls
+$52.4M
Net Calls Change
-$7.03M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$399K +$5.01K +110 +1%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$388K +$7.21K +158 +2%
DTC
178
Davidson Trust Company
Washington
$387K +$387K +8,503 New
RFC
179
Regions Financial Corp
Alabama
$386K
WF
180
Welch & Forbes
Massachusetts
$372K
Creative Planning
181
Creative Planning
Kansas
$363K
WA
182
Wambolt & Associates
Colorado
$358K +$54.4K +1,193 +18%
ECM
183
ExodusPoint Capital Management
New York
$354K +$354K +7,770 New
FNT
184
First National Trust
Pennsylvania
$353K
AWM
185
Apollon Wealth Management
South Carolina
$351K -$57.2K -1,194 -14%
Capital International Investors
186
Capital International Investors
California
$351K
ONB
187
Old National Bancorp
Indiana
$350K -$5.87K -129 -2%
FTIOP
188
Fiduciary Trust International of Pennsylvania
Pennsylvania
$339K
FWIA
189
Fort Washington Investment Advisors
Ohio
$338K
LOAME
190
Lombard Odier Asset Management (Europe)
United Kingdom
$332K
FCI
191
Financial Counselors Inc
Kansas
$326K
Ameriprise
192
Ameriprise
Minnesota
$325K +$25.6K +560 +9%
LWCFA
193
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K
DIM
194
DC Investments Management
Virginia
$312K -$12.2K -267 -4%
PCM
195
Parsons Capital Management
Rhode Island
$308K
CAM
196
Cozad Asset Management
Illinois
$305K -$38.4K -842 -11%
AAS
197
Avantax Advisory Services
Texas
$304K +$12.3K +269 +4%
JPMPWA
198
J.P. Morgan Private Wealth Advisors
California
$301K -$18.2K -400 -6%
NB
199
Northwest Bancshares
Pennsylvania
$291K -$34.2K -750 -11%
HCM
200
Heathbridge Capital Management
Ontario, Canada
$291K