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Sun Communities

304 hedge funds and large institutions have $6.9B invested in Sun Communities in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 119 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $2.96M | Put options by funds: $1.22M

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

31% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 91

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

6% more funds holding

Funds holding: 287304 (+17)

0.42% less ownership

Funds ownership: 95%94.58% (-0.42%)

1% less capital invested

Capital invested by funds: $6.99B → $6.9B (-$88.3M)

Holders
304
Holders Change
+17
Holders Change %
+5.92%
% of All Funds
6.97%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
44
Increased
119
Reduced
91
Closed
25
Calls
$2.96M
Puts
$1.22M
Net Calls
+$1.75M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
276
Cornerstone Advisors (Washington)
Washington
$18K
LF
277
Lee Financial
Texas
$18K +$6.53K +74 +64%
LNB
278
Ledyard National Bank
$17K
FHA
279
First Horizon Advisors
Tennessee
$16K -$12.7K -144 -45%
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$15K -$2.65K -30 -15%
WAM
281
Wealthspire Advisors (Maryland)
Maryland
$15K +$3K +34 +26%
WF
282
WealthTrust Fairport
Ohio
$14K +$13.7K +155 New
MOS
283
MGO One Seven
Ohio
$13K
TL
284
TrueWealth LLC
Georgia
$13K
AssetMark Inc
285
AssetMark Inc
California
$12K -$40.5K -459 -78%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$12K -$2.56K -29 -18%
SWP
287
Stratos Wealth Partners
Ohio
$12K +$7.06K +80 +163%
SF
288
Synovus Financial
Georgia
$12K +$11.5K +130 New
RCAG
289
Rehmann Capital Advisory Group
Michigan
$11K +$10.7K +121 New
GFP
290
Gryphon Financial Partners
Ohio
$10K
SIAS
291
Shine Investment Advisory Services
Colorado
$9K
CAC
292
Certified Advisory Corp
Florida
$8K
TCOV
293
Trust Company of Vermont
Vermont
$7K
NCM
294
Nelson Capital Management
California
$5K
FRA
295
Front Row Advisors
California
$5K +$5.12K +58 New
ASN
296
Advisory Services Network
Georgia
$4K
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$4K
RFM
298
Royal Fund Management
Florida
$4K
IFAM
299
Institutional & Family Asset Management
Colorado
$4K +$3.44K +39 New
OFS
300
Orrstown Financial Services
Pennsylvania
$3K