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Sun Life Financial

420 hedge funds and large institutions have $15B invested in Sun Life Financial in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+23
Holders Change %
+5.79%
% of All Funds
6.09%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
55
Increased
144
Reduced
123
Closed
28
Calls
$216M
Puts
$292M
Net Calls
-$76M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
VCA
201
Verdence Capital Advisors
Maryland
$652K
AAS
202
Avantax Advisory Services
Texas
$645K -$69.6K -1,275 -10%
QP
203
Quilter Plc
United Kingdom
$635K -$54.6K -1,000 -8%
BCI
204
Brinker Capital Investments
Pennsylvania
$635K -$10.8K -198 -2%
OPS
205
Orion Portfolio Solutions
Nebraska
$635K -$10.8K -198 -2%
Luther King Capital Management (LKCM)
206
Luther King Capital Management (LKCM)
Texas
$635K -$21K -385 -3%
WT
207
Washington Trust
Rhode Island
$626K
UM
208
UniSuper Management
Australia
$606K +$296K +4,000 +95%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$604K -$69.4K -1,271 -10%
SM
210
Sciencast Management
New Jersey
$595K +$595K +10,907 New
CI
211
Cigna Investments
Connecticut
$591K
CS
212
Candriam SCA
Luxembourg
$587K -$40.8K -747 -6%
PAS
213
Park Avenue Securities
New York
$580K +$580K +10,627 New
NAM
214
NorthCrest Asset Manangement
Minnesota
$580K -$42.9K -786 -7%
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$575K -$17.7K -324 -3%
LFM
216
LGT Fund Management
Liechtenstein
$570K +$570K +10,444 New
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$565K -$384K -7,031 -40%
SFA
218
Sequoia Financial Advisors
Ohio
$562K +$12.1K +221 +2%
DZ Bank
219
DZ Bank
Germany
$552K
SOW
220
State of Wyoming
Wyoming
$545K +$272K +4,979 +100%
PAG
221
Private Advisor Group
New Jersey
$536K +$3.71K +68 +0.7%
BCM
222
Barometer Capital Management
Ontario, Canada
$534K -$155K -2,206 -22%
YCM
223
Yousif Capital Management
Michigan
$528K +$8.19K +150 +2%
Corient Private Wealth
224
Corient Private Wealth
Florida
$527K +$7.48K +137 +1%
WC
225
Woodstock Corp
Massachusetts
$527K