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Sun Life Financial

251 hedge funds and large institutions have $8.83B invested in Sun Life Financial in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
6.71%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
23
Increased
81
Reduced
91
Closed
22
Calls
$31.3M
Puts
$7.68M
Net Calls
+$23.6M
Net Calls Change
-$5.68M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
201
Capital Advisors Ltd
Ohio
$62K
AIM
202
Acrospire Investment Management
Illinois
$62K +$9.79K +300 +19%
PCTC
203
Perkins Coie Trust Company
Washington
$60K
AAM
204
Advisors Asset Management
Colorado
$57K +$2.68K +83 +5%
AIM
205
Advantage Investment Management
Iowa
$52K
LWA
206
Lowe Wealth Advisors
Maryland
$51K
SFPIA
207
Stevens First Principles Investment Advisors
California
$48K
DADC
208
D.A. Davidson & Co
Montana
$47K +$20.5K +631 +77%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$45K -$33 -1 -0.1%
TRCT
210
Tower Research Capital (TRC)
New York
$41K -$19.5K -598 -32%
APSP
211
Asset Planning Services (Pennsylvania)
Pennsylvania
$41K
AssetMark Inc
212
AssetMark Inc
California
$39K -$1.97K -61 -5%
ClearBridge Investments
213
ClearBridge Investments
New York
$38K +$98 +3 +0.3%
OC
214
Oakworth Capital
Alabama
$37K
SIG
215
Stanford Investment Group
California
$36K
ZB
216
Zions Bancorporation
Utah
$36K +$11K +351 +44%
DVM
217
Dreman Value Management
Florida
$35K
LWM
218
LBA Wealth Management
Florida
$33K
LAM
219
Lebenthal Asset Management
New York
$32K +$32K +984 New
S
220
SignatureFD
Georgia
$30K +$3.02K +93 +11%
JFA
221
JNBA Financial Advisors
Minnesota
$30K +$30K +925 New
MFW
222
Mosaic Family Wealth
Missouri
$29K
First Manhattan
223
First Manhattan
New York
$29K
SF
224
Synovus Financial
Georgia
$21K -$26.6K -821 -56%
GAM
225
Gemmer Asset Management
California
$16K