We are live on ! Find out more
SUI icon

Sun Communities

458 hedge funds and large institutions have $16.8B invested in Sun Communities in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 134

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$931M)

3% more funds holding

Funds holding: 446458 (+12)

0.17% less ownership

Funds ownership: 96.88%96.71% (-0.17%)

73% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $80.6M

Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
8.04%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
61
Increased
208
Reduced
134
Closed
47
Calls
$21.7M
Puts
$80.6M
Net Calls
-$58.9M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
301
Engineers Gate Manager
New York
$540K +$532K +3,600 New
TC
302
TwinBeech Capital
New York
$540K +$532K +3,600 New
WIA
303
World Investment Advisors
California
$534K -$15.1K -102 -3%
RCM
304
RB Capital Management
Nevada
$529K +$56.1K +380 +12%
JAM
305
JLP Asset Management
New York
$520K -$210K -1,420 -29%
V
306
Veritable
Delaware
$519K -$46.4K -314 -8%
BCI
307
Brinker Capital Investments
Pennsylvania
$494K -$3.94M -26,699 -89%
Verition Fund Management
308
Verition Fund Management
Connecticut
$494K +$486K +3,293 New
KeyBank National Association
309
KeyBank National Association
Ohio
$486K +$25.8K +175 +6%
RJFSA
310
Raymond James Financial Services Advisors
Florida
$480K -$63.8K -432 -12%
MOS
311
MGO One Seven
Ohio
$475K +$1.18K +8 +0.3%
Impax Asset Management Group
312
Impax Asset Management Group
United Kingdom
$473K +$19.6K +133 +4%
OC
313
Oppenheimer & Co
New York
$465K
LNWWM
314
Laird Norton Wetherby Wealth Management
California
$461K -$4.87K -33 -1%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$459K +$5.46K +37 +1%
Bank of Nova Scotia
316
Bank of Nova Scotia
Ontario, Canada
$449K -$132K -892 -23%
CAM
317
Cresset Asset Management
Illinois
$449K +$89.8K +608 +26%
BTWM
318
Baker Tilly Wealth Management
Wisconsin
$449K +$221K +1,494 +100%
EWA
319
Exencial Wealth Advisors
Oklahoma
$448K +$441K +2,988 New
UCFA
320
United Capital Financial Advisors
Texas
$445K +$8.56K +58 +2%
RFC
321
Regions Financial Corp
Alabama
$433K -$295 -2 -0.1%
VFA
322
Voya Financial Advisors
Connecticut
$427K -$1.33K -9 -0.3%
WAM
323
World Asset Management
Michigan
$422K -$19.8K -134 -5%
MYAM
324
Meiji Yasuda Asset Management
Japan
$419K +$94.5K +640 +30%
DTL
325
Dynamic Technology Lab
Singapore
$405K +$93.6K +634 +31%