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Sun Communities

260 hedge funds and large institutions have $5.43B invested in Sun Communities in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 103 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

14% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 90

4% more funds holding

Funds holding: 250260 (+10)

4% less capital invested

Capital invested by funds: $5.64B → $5.43B (-$211M)

6.79% less ownership

Funds ownership: 103.8%97.01% (-6.8%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

53% less call options, than puts

Call options by funds: $590K | Put options by funds: $1.26M

Holders
260
Holders Change
+10
Holders Change %
+4%
% of All Funds
6.5%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
34
Increased
103
Reduced
90
Closed
19
Calls
$590K
Puts
$1.26M
Net Calls
-$666K
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bartlett & Co
Ohio
$50K
US Bancorp
227
US Bancorp
Minnesota
$49K -$29.2K -390 -38%
AIL
228
AGF Investments LLC
Ontario, Canada
$45K +$43.4K +580 New
IDBONY
229
Israel Discount Bank of New York
New York
$43K +$41.5K +555 New
AssetMark Inc
230
AssetMark Inc
California
$39K -$1.57K -21 -4%
CCM
231
Cribstone Capital Management
Maine
$39K
CB
232
Community Bank
New York
$35K -$8.45K -113 -20%
EA
233
Edge Advisors
Georgia
$27K +$26.9K +360 New
Creative Planning
234
Creative Planning
Kansas
$26K -$4.56K -61 -15%
CHC
235
City Holding Co
West Virginia
$22K
FPFS
236
First Personal Financial Services
North Carolina
$22K +$17.4K +233 +402%
CAW
237
Cornerstone Advisors (Washington)
Washington
$15K
FNBT
238
FineMark National Bank & Trust
Florida
$15K
LNB
239
Ledyard National Bank
$14K
QCG
240
Quadrant Capital Group
Ohio
$13K
FHA
241
First Horizon Advisors
Tennessee
$9K
IA
242
IFP Advisors
Florida
$9K
LF
243
Lee Financial
Texas
$9K +$8.6K +115 New
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.18K +96 New
AA
245
Ancora Advisors
Ohio
$8K +$7.48K +100 New
PSW
246
Portfolio Strategies (Washington)
Washington
$8K +$7.48K +100 New
WAM
247
Wealthspire Advisors (Maryland)
Maryland
$7K
TCOV
248
Trust Company of Vermont
Vermont
$6K
PCP
249
Proficio Capital Partners
Massachusetts
$5K +$4.86K +65 New
TDC
250
Thompson Davis & Co
Virginia
$4K