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Sun Communities

488 hedge funds and large institutions have $20.3B invested in Sun Communities in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 150

7% more funds holding

Funds holding: 454488 (+34)

6% more capital invested

Capital invested by funds: $19.2B → $20.3B (+$1.15B)

5.32% less ownership

Funds ownership: 99.98%94.66% (-5.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

36% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $29.5M

Holders
488
Holders Change
+34
Holders Change %
+7.49%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
66
Increased
205
Reduced
150
Closed
27
Calls
$18.8M
Puts
$29.5M
Net Calls
-$10.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
276
Well Done LLC
Michigan
$1.24M -$14.7K -76 -1%
AQR Capital Management
277
AQR Capital Management
Connecticut
$1.22M +$148K +766 +13%
FA
278
FDx Advisors
Illinois
$1.18M -$36.9K -191 -3%
Franklin Resources
279
Franklin Resources
California
$1.11M +$893K +4,628 +337%
PAM
280
Panagora Asset Management
Massachusetts
$1.1M
GT
281
Glenmede Trust
Pennsylvania
$1.09M +$1.14M +5,920 New
William Blair & Company
282
William Blair & Company
Illinois
$1.07M -$36.3K -188 -3%
TRCT
283
Tower Research Capital (TRC)
New York
$1.04M -$601K -3,117 -36%
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$1.01M -$172K -891 -14%
PCM
285
Prelude Capital Management
New York
$996K +$518K +2,684 +100%
RJFSA
286
Raymond James Financial Services Advisors
Florida
$970K +$368K +1,908 +57%
CS
287
Candriam SCA
Luxembourg
$963K -$117K -605 -10%
CIC
288
Cornercap Investment Counsel
Georgia
$957K +$997K +5,169 New
MYIA
289
Mount Yale Investment Advisors
Colorado
$913K -$12.2K -63 -1%
AWM
290
AE Wealth Management
Kansas
$909K +$115K +597 +14%
AAM
291
Azzad Asset Management
Virginia
$880K +$26.4K +137 +3%
VPIM
292
Vanguard Personalized Indexing Management
California
$865K +$77K +399 +9%
MOACM
293
Mutual of America Capital Management
New York
$860K
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$843K +$92.2K +478 +12%
PAS
295
Park Avenue Securities
New York
$824K +$55.2K +286 +7%
TC
296
Telemus Capital
Michigan
$811K -$1.99M -10,332 -70%
AG
297
Algert Global
California
$811K +$271K +1,403 +47%
CCP
298
Corient Capital Partners
California
$806K -$17.2K -89 -2%
FC
299
FORA Capital
Florida
$776K +$102K +526 +14%
FWIA
300
Fort Washington Investment Advisors
Ohio
$759K -$116K -600 -13%