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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
EVM
201
Eaton Vance Management
Massachusetts
$332K +$85K +1,609 +33%
HCM
202
Heathbridge Capital Management
Ontario, Canada
$330K
CCP
203
Corient Capital Partners
California
$326K +$108K +2,043 +48%
SCM
204
Stonebridge Capital Management
California
$323K
GIBU
205
Gulf International Bank (UK)
United Kingdom
$323K +$5.28K +100 +2%
PA
206
Pinnacle Associates
New York
$317K
VPIM
207
Vanguard Personalized Indexing Management
California
$310K -$98.7K -1,868 -24%
CC
208
Centiva Capital
New York
$302K +$309K +5,851 New
ASN
209
Advisory Services Network
Georgia
$299K +$2.22K +42 +0.7%
ECM
210
Evergreen Capital Management
Washington
$299K +$38.4K +726 +14%
AAM
211
Advisors Asset Management
Colorado
$292K +$26.9K +509 +10%
CAM
212
Cozad Asset Management
Illinois
$283K
RFC
213
Regions Financial Corp
Alabama
$280K -$19.2K -364 -6%
NB
214
Northwest Bancshares
Pennsylvania
$280K
ST
215
Smithfield Trust
Pennsylvania
$278K
SDJVC
216
St. Denis J. Villere & Co
Louisiana
$278K
Capital International Investors
217
Capital International Investors
California
$277K -$21.7K -410 -7%
RPCA
218
Running Point Capital Advisors
California
$267K +$1K +19 +0.4%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$266K -$370 -7 -0.1%
HWAM
220
Hennion & Walsh Asset Management
New Jersey
$265K -$3.54K -67 -1%
MA
221
MONECO Advisors
Connecticut
$259K +$264 +5 +0.1%
FBT
222
First Bank & Trust
South Dakota
$249K
CCT
223
Capital City Trust
Florida
$247K
ATC
224
Argent Trust Co
Tennessee
$245K
LOAMS
225
Lombard Odier Asset Management (Switzerland)
Switzerland
$243K +$22K +416 +12%