We are live on ! Find out more
SUI icon

Sun Communities

488 hedge funds and large institutions have $20.3B invested in Sun Communities in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 150

7% more funds holding

Funds holding: 454488 (+34)

6% more capital invested

Capital invested by funds: $19.2B → $20.3B (+$1.15B)

5.32% less ownership

Funds ownership: 99.98%94.66% (-5.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

36% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $29.5M

Holders
488
Holders Change
+34
Holders Change %
+7.49%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
66
Increased
205
Reduced
150
Closed
27
Calls
$18.8M
Puts
$29.5M
Net Calls
-$10.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WBH Advisory
Maryland
$2.66M +$129K +671 +5%
NEI
227
Northwest & Ethical Investments
Ontario, Canada
$2.6M -$257K -1,330 -9%
IIC
228
Integrated Investment Consultants
Michigan
$2.59M
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$2.56M
Stifel Financial
230
Stifel Financial
Missouri
$2.47M +$570K +2,955 +29%
DnB Asset Management
231
DnB Asset Management
Norway
$2.45M +$156K +807 +6%
Jacobs Levy Equity Management
232
Jacobs Levy Equity Management
New Jersey
$2.42M +$2.52M +13,081 New
Ensign Peak Advisors
233
Ensign Peak Advisors
Utah
$2.25M +$2.35M +12,185 New
AB
234
Amalgamated Bank
New York
$2.24M -$124K -642 -5%
ACA
235
Aptus Capital Advisors
Alabama
$2.15M +$833K +4,318 +59%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$2.14M +$590K +3,056 +36%
AII
237
AGF Investments Inc
Ontario, Canada
$2.14M -$43.2K -224 -2%
LPL Financial
238
LPL Financial
California
$2.14M +$170K +879 +8%
S
239
Seeyond
France
$2.13M -$22.6K -117 -1%
PA
240
Profund Advisors
Maryland
$2.11M +$1.44M +7,464 +189%
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$2.11M -$138K -713 -6%
PFC
242
Phocas Financial Corp
California
$2.09M +$21.6K +112 +1%
Osaic Holdings
243
Osaic Holdings
Arizona
$2.06M +$5.4K +28 +0.3%
YIH
244
Y-Intercept (HK)
Hong Kong
$2.04M +$2.13M +11,024 New
DG
245
DigitalBridge Group
Florida
$2.04M -$868K -4,500 -29%
USCWA
246
U.S. Capital Wealth Advisors
Texas
$2.02M +$2.11M +10,928 New
FM
247
Family Management
New York
$2.01M +$36.5K +189 +2%
Swedbank
248
Swedbank
Sweden
$2.01M
Vontobel Holding
249
Vontobel Holding
Switzerland
$1.95M +$424K +2,195 +26%
PGFC
250
Peapack-Gladstone Financial Corp
New Jersey
$1.93M -$382K -1,981 -16%