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Sun Communities

275 hedge funds and large institutions have $6.59B invested in Sun Communities in 2017 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 123 increasing their positions, 83 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

48% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 83

17% more capital invested

Capital invested by funds: $5.64B → $6.59B (+$950M)

3% more funds holding

Funds holding: 266275 (+9)

0.36% less ownership

Funds ownership: 95.59%95.23% (-0.36%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
275
Holders Change
+9
Holders Change %
+3.38%
% of All Funds
6.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.17%
New
31
Increased
123
Reduced
83
Closed
19
Calls
$2.72M
Puts
Net Calls
+$2.72M
Net Calls Change
-$2.69M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
251
Quadrant Capital Group
Ohio
$41K +$18.9K +220 +77%
CB
252
Community Bank
New York
$40K
Creative Planning
253
Creative Planning
Kansas
$34K +$4.71K +55 +16%
FPFS
254
First Personal Financial Services
North Carolina
$26K +$514 +6 +2%
EFSCE
255
Enterprise Financial Services Corp (EFSC)
Missouri
$26K +$25.3K +295 New
CHC
256
City Holding Co
West Virginia
$25K
FHA
257
First Horizon Advisors
Tennessee
$25K +$10.5K +122 +73%
PCP
258
Proficio Capital Partners
Massachusetts
$24K
EA
259
Edge Advisors
Georgia
$23K
RFA
260
Reilly Financial Advisors
California
$19K
IA
261
IFP Advisors
Florida
$16K
LNB
262
Ledyard National Bank
$16K
PA
263
Parallel Advisors
California
$14K +$2.23K +26 +20%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$14K +$10.3K +120 +286%
NA
265
NewEdge Advisors
Louisiana
$11.6K +$11.6K +135 New
LF
266
Lee Financial
Texas
$10K
WAM
267
Wealthspire Advisors (Maryland)
Maryland
$10K +$429 +5 +5%
TCOV
268
Trust Company of Vermont
Vermont
$10K +$3.86K +45 +62%
SIAS
269
Shine Investment Advisory Services
Colorado
$9K
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$7K +$3.77K +44 +107%
ASN
271
Advisory Services Network
Georgia
$5K
RFM
272
Royal Fund Management
Florida
$4K
TDC
273
Thompson Davis & Co
Virginia
$4K
Walleye Trading
274
Walleye Trading
New York
$2.36K +$327K +3,809 +17%
WA
275
WFG Advisors
Texas
$1K