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Sun Communities

503 hedge funds and large institutions have $17B invested in Sun Communities in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.4M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

1.14% more ownership

Funds ownership: 97.29%98.43% (+1.1%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $17B → $17B (+$16.3M)

1% less funds holding

Funds holding: 510503 (-7)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
503
Holders Change
-7
Holders Change %
-1.37%
% of All Funds
8.02%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.24%
New
55
Increased
202
Reduced
172
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
251
Ostrum Asset Management
France
$1.38M +$1.43M +9,818 New
BMSSC
252
B. Metzler seel. Sohn & Co
Germany
$1.38M +$319K +2,185 +29%
AAM
253
Advisors Asset Management
Colorado
$1.36M +$167K +1,144 +13%
Federated Hermes
254
Federated Hermes
Pennsylvania
$1.36M -$7.3M -49,926 -84%
MSRPS
255
Maryland State Retirement & Pension System
Maryland
$1.35M
BF
256
BOK Financial
Oklahoma
$1.3M +$164K +1,119 +14%
VI
257
Vestcor Inc
New Brunswick, Canada
$1.27M +$886K +6,062 +207%
EI
258
Ethic Inc
New York
$1.26M +$352K +2,408 +37%
AI
259
Atria Investments
North Carolina
$1.25M +$139K +954 +12%
TI
260
Tidal Investments
Wisconsin
$1.2M +$106K +728 +9%
LMIM
261
Lockheed Martin Investment Management
Maryland
$1.18M
AFM
262
Anson Funds Management
Texas
$1.16M +$1.21M +8,250 New
HV
263
HST Ventures
Utah
$1.07M +$1.11M +7,627 New
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
$1.07M +$48.7K +333 +5%
PMG
265
Private Management Group
California
$1.07M -$13.3K -91 -1%
WDL
266
Well Done LLC
Michigan
$1.06M -$14.3K -98 -1%
William Blair & Company
267
William Blair & Company
Illinois
$997K +$40K +274 +4%
UCFA
268
United Capital Financial Advisors
Texas
$991K -$48.8K -334 -5%
SW
269
SkyOak Wealth
Michigan
$940K -$150K -1,026 -13%
WAM
270
Weiss Asset Management
Massachusetts
$905K -$3.45M -23,579 -79%
WC
271
Wexford Capital
Florida
$886K +$219K +1,500 +31%
Swedbank
272
Swedbank
Sweden
$879K
DEA
273
DoubleLine ETF Adviser
Florida
$877K +$107K +729 +13%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$876K -$523K -3,577 -36%
Wolverine Trading
275
Wolverine Trading
Illinois
$864K +$906K +6,202 New