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Sun Communities

272 hedge funds and large institutions have $6.42B invested in Sun Communities in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 87

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.42% less ownership

Funds ownership: 95.23%94.82% (-0.42%)

3% less capital invested

Capital invested by funds: $6.59B → $6.42B (-$174M)

1% less funds holding

Funds holding: 275272 (-3)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
25
Increased
111
Reduced
87
Closed
24
Calls
$2.9M
Puts
Net Calls
+$2.9M
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
251
First Personal Financial Services
North Carolina
$17K -$8.49K -96 -32%
LNB
252
Ledyard National Bank
$16K
CAW
253
Cornerstone Advisors (Washington)
Washington
$16K +$17K +192 New
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$15K +$15.6K +177 New
CG
255
Cutler Group
California
$15K +$16.4K +186 New
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$14K
PA
257
Parallel Advisors
California
$14K
LF
258
Lee Financial
Texas
$10K
WAM
259
Wealthspire Advisors (Maryland)
Maryland
$10K +$530 +6 +5%
TG
260
TLP Group
Illinois
$9K +$9.64K +109 New
SIAS
261
Shine Investment Advisory Services
Colorado
$8K
TCOV
262
Trust Company of Vermont
Vermont
$6K -$3.98K -45 -38%
MFW
263
Mosaic Family Wealth
Missouri
$6K +$5.75K +65 New
PHK
264
Point72 Hong Kong
Hong Kong
$5K +$4.95K +56 New
GT
265
Greenleaf Trust
Michigan
$5K +$5.22K +59 New
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$4K -$3.89K -44 -52%
RFM
267
Royal Fund Management
Florida
$4K
TDC
268
Thompson Davis & Co
Virginia
$4K
ASN
269
Advisory Services Network
Georgia
$3K -$1.33K -15 -27%
OFS
270
Orrstown Financial Services
Pennsylvania
$3K +$3.18K +36 New
Walleye Trading
271
Walleye Trading
New York
$1.53K -$799K -9,039 -34%
PFC
272
Phocas Financial Corp
California
$1K -$354 -4 -0.1%
VCM
273
V3 Capital Management
Texas
-$29.4M -335,164 Closed
MWNA
274
Marshall Wace North America
New York
-$3.1M -35,264 Closed
BC
275
Barnett & Company
Tennessee
-$2.06M -23,485 Closed