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Sun Communities

510 hedge funds and large institutions have $17B invested in Sun Communities in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $8.36M | Put options by funds: $5.28M

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

6% more capital invested

Capital invested by funds: $16B → $17B (+$975M)

1.13% more ownership

Funds ownership: 96.16%97.29% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 182

0% more funds holding

Funds holding: 508510 (+2)

Holders
510
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
8.2%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.39%
New
69
Increased
196
Reduced
182
Closed
57
Calls
$8.36M
Puts
$5.28M
Net Calls
+$3.08M
Net Calls Change
-$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
251
Mariner
Kansas
$1.54M +$91.1K +667 +7%
CS
252
Capital Square
Tennessee
$1.49M +$253K +1,854 +22%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$1.47M -$40K -293 -3%
DCM
254
Dupont Capital Management
Delaware
$1.42M -$112K -817 -8%
LCM
255
LRT Capital Management
Texas
$1.41M +$350K +2,561 +35%
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$1.4M -$74.6K -546 -5%
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$1.37M +$1.31M +9,565 New
VIA
258
Vident Investment Advisory
Georgia
$1.31M +$86.7K +635 +7%
S
259
Seeyond
France
$1.27M +$169K +1,240 +16%
DFCM
260
Dark Forest Capital Management
Puerto Rico
$1.24M -$1.32M -9,681 -53%
AAM
261
Advisors Asset Management
Colorado
$1.22M +$41.5K +304 +4%
LMIM
262
Lockheed Martin Investment Management
Maryland
$1.2M +$123K +900 +12%
VPIM
263
Vanguard Personalized Indexing Management
California
$1.18M -$190K -1,392 -14%
MWM
264
Moran Wealth Management
Florida
$1.17M +$1.12M +8,190 New
BF
265
BOK Financial
Oklahoma
$1.15M -$175K -1,284 -14%
AI
266
Atria Investments
North Carolina
$1.13M -$496K -3,629 -31%
AAM
267
Abeille Asset Management
France
$1.11M -$147K -1,077 -13%
TI
268
Tidal Investments
Wisconsin
$1.11M +$65.3K +478 +7%
SW
269
SkyOak Wealth
Michigan
$1.1M
PMG
270
Private Management Group
California
$1.1M +$1.05M +7,684 New
BMSSC
271
B. Metzler seel. Sohn & Co
Germany
$1.09M +$726K +5,313 +231%
UCFA
272
United Capital Financial Advisors
Texas
$1.05M -$107K -784 -10%
Mackenzie Financial
273
Mackenzie Financial
Ontario, Canada
$1.04M -$3.33M -24,354 -77%
WDL
274
Well Done LLC
Michigan
$1M +$159K +1,164 +18%
William Blair & Company
275
William Blair & Company
Illinois
$972K +$137 +1 +0%