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Sun Life Financial

324 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.1% more ownership

Funds ownership: 46.75%47.85% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

7% more call options, than puts

Call options by funds: $146M | Put options by funds: $136M

4% more capital invested

Capital invested by funds: $13.9B → $14.5B (+$582M)

6% less funds holding

Funds holding: 346324 (-22)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
324
Holders Change
-22
Holders Change %
-6.36%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
113
Reduced
105
Closed
45
Calls
$146M
Puts
$136M
Net Calls
+$9.71M
Net Calls Change
-$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$508K +$53 +1 +0%
SP
177
Symmetry Partners
Connecticut
$500K
BAMF
178
BI Asset Management Fondsmaeglerselskab
Denmark
$499K
JMPWA
179
JP Morgan Private Wealth Advisors
California
$491K +$124K +2,338 +32%
GT
180
Glenmede Trust
Pennsylvania
$479K -$85.7K -1,622 -15%
RE
181
RBC Europe
United Kingdom
$478K -$8.4K -159 -2%
PP
182
Paloma Partners
Connecticut
$477K -$84.5K -1,600 -15%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$452K -$156K -2,949 -25%
CI
184
Cigna Investments
Connecticut
$449K -$10.2K -193 -2%
Luther King Capital Management (LKCM)
185
Luther King Capital Management (LKCM)
Texas
$448K +$459K +8,698 New
EAM
186
Erste Asset Management
Austria
$439K -$1.42M -26,900 -76%
EI
187
Ethic Inc
New York
$430K -$23K -435 -5%
DTC
188
Davidson Trust Company
Washington
$428K
FMN
189
Financial Management Network
California
$414K +$945K +17,890 New
Two Sigma Advisers
190
Two Sigma Advisers
New York
$404K -$5.76M -109,000 -93%
ONB
191
Old National Bancorp
Indiana
$403K -$43.7K -827 -10%
FNT
192
First National Trust
Pennsylvania
$399K
Creative Planning
193
Creative Planning
Kansas
$385K -$221K -4,188 -36%
Ameriprise
194
Ameriprise
Minnesota
$365K -$20K -379 -5%
UC
195
Unio Capital
New Jersey
$363K -$77.7K -1,470 -17%
BCV
196
Banque Cantonale Vaudoise
Switzerland
$362K +$269K +5,100 +268%
WF
197
Welch & Forbes
Massachusetts
$360K
DZ Bank
198
DZ Bank
Germany
$345K
PCM
199
Parsons Capital Management
Rhode Island
$344K
FCI
200
Financial Counselors Inc
Kansas
$340K -$6.34K -120 -2%