We are live on ! Find out more
SUI icon

Sun Communities

258 hedge funds and large institutions have $5.02B invested in Sun Communities in 2016 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

45% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 71

17% more capital invested

Capital invested by funds: $4.31B → $5.02B (+$714M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7% more funds holding

Funds holding: 241258 (+17)

3.78% less ownership

Funds ownership: 104.82%101.04% (-3.8%)

Holders
258
Holders Change
+17
Holders Change %
+7.05%
% of All Funds
6.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
47
Increased
103
Reduced
71
Closed
27
Calls
$1.02M
Puts
Net Calls
+$1.02M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
226
Thompson Siegel & Walmsley
Virginia
$123K
Manulife (Manufacturers Life Insurance)
227
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116K -$2.2M -31,247 -95%
LTFS
228
Ladenburg Thalmann Financial Services
Florida
$114K +$38K +538 +53%
PMFA
229
Plante Moran Financial Advisors
Michigan
$73K
LWM
230
Lenox Wealth Management
Ohio
$66K
ARMT
231
Amica Retiree Medical Trust
Rhode Island
$57K
BC
232
Bartlett & Co
Ohio
$50K
AAM
233
Advisors Asset Management
Colorado
$46K -$863K -12,237 -95%
AssetMark Inc
234
AssetMark Inc
California
$41K
Creative Planning
235
Creative Planning
Kansas
$38K +$2.47K +35 +8%
CCM
236
Cribstone Capital Management
Maine
$38K +$35.3K +500 New
Simplex Trading
237
Simplex Trading
Illinois
$38K +$35.6K +504 New
TRCT
238
Tower Research Capital (TRC)
New York
$25K +$22.7K +322 New
CHC
239
City Holding Co
West Virginia
$21K +$4.09K +58 +28%
CAW
240
Cornerstone Advisors (Washington)
Washington
$15K
FNBT
241
FineMark National Bank & Trust
Florida
$15K
QCG
242
Quadrant Capital Group
Ohio
$13K
GT
243
Glenmede Trust
Pennsylvania
$12K +$11.4K +162 New
CG
244
Cutler Group
California
$10K +$9.74K +138 New
IA
245
IFP Advisors
Florida
$9K -$6.35K -90 -43%
FPFS
246
First Personal Financial Services
North Carolina
$9K +$8.47K +120 New
BWA
247
Burt Wealth Advisors
Maryland
$8K
MWP
248
MYCIO Wealth Partners
Pennsylvania
$8K
WAM
249
Wealthspire Advisors (Maryland)
Maryland
$7K
TCOV
250
Trust Company of Vermont
Vermont
$6K