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Sun Communities

501 hedge funds and large institutions have $15.6B invested in Sun Communities in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 201 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $7.64M | Put options by funds: $4.19M

1.73% less ownership

Funds ownership: 99.71%97.98% (-1.7%)

5% less funds holding

Funds holding: 527501 (-26)

6% less capital invested

Capital invested by funds: $16.6B → $15.6B (-$1B)

14% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 201

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

29% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 75

Holders
501
Holders Change
-26
Holders Change %
-4.93%
% of All Funds
7.22%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
53
Increased
173
Reduced
201
Closed
75
Calls
$7.64M
Puts
$4.19M
Net Calls
+$3.44M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
276
Ethic Inc
New York
$834K +$47.4K +365 +6%
Wealthfront Advisers
277
Wealthfront Advisers
California
$826K +$59.7K +460 +8%
YCM
278
Yousif Capital Management
Michigan
$825K +$23.5K +181 +3%
Creative Planning
279
Creative Planning
Kansas
$816K +$135K +1,043 +20%
William Blair & Company
280
William Blair & Company
Illinois
$807K -$102K -788 -11%
LF
281
Lee Financial
Texas
$802K
AA
282
Advisory Alpha
Michigan
$771K +$779K +6,000 New
O
283
Ossiam
France
$770K -$333K -2,564 -30%
NB
284
Norinchukin Bank
Japan
$767K -$8.7K -67 -1%
LMIM
285
Lockheed Martin Investment Management
Maryland
$766K -$234K -1,800 -25%
BS
286
Banco Santander
Spain
$760K -$10.4K -80 -1%
Envestnet Portfolio Solutions
287
Envestnet Portfolio Solutions
Illinois
$759K -$395K -3,041 -34%
PAS
288
Park Avenue Securities
New York
$748K -$162K -1,251 -18%
BMSSC
289
B. Metzler seel. Sohn & Co
Germany
$742K +$26K +200 +4%
RCM
290
RB Capital Management
Nevada
$734K -$9.48K -73 -1%
SW
291
SkyOak Wealth
Michigan
$726K
PD
292
Point72 (DIFC)
United Arab Emirates
$713K +$720K +5,547 New
I
293
InceptionR
California
$700K +$706K +5,441 New
UCFA
294
United Capital Financial Advisors
Texas
$698K +$6.36K +49 +0.9%
AWA
295
Arkadios Wealth Advisors
Georgia
$674K -$13.8K -106 -2%
CS
296
Candriam SCA
Luxembourg
$650K
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$648K -$76.6K -590 -10%
CA
298
Commerzbank Aktiengesellschaft
Germany
$642K
CAN
299
Cetera Advisor Networks
California
$642K -$120K -923 -16%
SRL
300
Scientech Research LLC
New Jersey
$640K +$646K +4,976 New