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Sun Life Financial

381 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
37
Increased
121
Reduced
133
Closed
33
Calls
$311M
Puts
$576M
Net Calls
-$265M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Shares
Change %
APG Asset Management
176
APG Asset Management
Netherlands
$975K -$9.45M -197,500 -91%
CP
177
Cumberland Partners
Ontario, Canada
$973K +$144K +2,759 +17%
HSA
178
HBK Sorce Advisory
Pennsylvania
$953K +$14.8K +284 +2%
BPC
179
Banque Pictet & Cie
Switzerland
$893K -$40.7K -779 -4%
Capital World Investors
180
Capital World Investors
California
$885K
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$834K +$47K +901 +6%
SEI Investments
182
SEI Investments
Pennsylvania
$827K -$25.5K -489 -3%
RAM
183
Rempart Asset Management
Canada
$809K -$46.9K -899 -5%
MME
184
Meag Munich Ergo
Germany
$781K +$781K +14,965 New
TCBWMS
185
Texas Capital Bank Wealth Management Services
Texas
$774K
USAA
186
United Services Automobile Association
Texas
$761K -$131K -2,520 -15%
VPIM
187
Vanguard Personalized Indexing Management
California
$739K +$95.2K +1,826 +15%
AAS
188
Avantax Advisory Services
Texas
$695K -$313 -6 -0%
ARG
189
Advisory Resource Group
Oklahoma
$683K +$7.19K +138 +1%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$675K +$118K +2,257 +21%
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
$673K -$29.5K -566 -4%
Luther King Capital Management (LKCM)
192
Luther King Capital Management (LKCM)
Texas
$672K -$39.8K -764 -6%
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$660K -$107K -2,046 -14%
Barclays
194
Barclays
United Kingdom
$656K -$918K -17,633 -58%
BCI
195
Brinker Capital Investments
Pennsylvania
$649K -$31.9K -613 -5%
OPS
196
Orion Portfolio Solutions
Nebraska
$649K -$31.9K -613 -5%
Mitsubishi UFJ Trust & Banking
197
Mitsubishi UFJ Trust & Banking
Japan
$641K -$519K -9,958 -45%
William Blair & Company
198
William Blair & Company
Illinois
$640K -$5.32K -102 -0.8%
WT
199
Washington Trust
Rhode Island
$634K
NAM
200
NorthCrest Asset Manangement
Minnesota
$615K