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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
SSCA
301
South Shore Capital Advisors
Massachusetts
$748K -$53.1K -275 -6%
EGM
302
Engineers Gate Manager
New York
$743K +$775K +4,015 New
MML Investors Services
303
MML Investors Services
Massachusetts
$732K +$52.3K +271 +7%
RCM
304
RB Capital Management
Nevada
$719K +$6.37K +33 +0.9%
BTWM
305
Baker Tilly Wealth Management
Wisconsin
$693K +$57.5K +298 +9%
CIC
306
Crawford Investment Counsel
Georgia
$681K +$3.86K +20 +0.5%
MCM
307
MAI Capital Management
Ohio
$680K -$135K -702 -16%
1CP
308
17 Capital Partners
Arizona
$659K +$5.98K +31 +0.9%
V
309
Veritable
Delaware
$638K +$3.86K +20 +0.6%
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$624K +$30.5K +158 +5%
TCM
311
Teza Capital Management
Illinois
$621K +$228K +1,180 +54%
WIA
312
World Investment Advisors
California
$615K
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$607K +$38.8K +201 +7%
RFC
314
Regions Financial Corp
Alabama
$607K +$87K +451 +16%
KeyBank National Association
315
KeyBank National Association
Ohio
$606K -$579 -3 -0.1%
SG Americas Securities
316
SG Americas Securities
New York
$601K -$1.2M -6,238 -66%
AIL
317
AGF Investments LLC
Ontario, Canada
$593K -$103K -534 -14%
MOS
318
MGO One Seven
Ohio
$589K -$26.4K -137 -4%
Impax Asset Management Group
319
Impax Asset Management Group
United Kingdom
$586K +$2.9K +15 +0.5%
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$582K +$263K +1,365 +77%
LNWWM
321
Laird Norton Wetherby Wealth Management
California
$581K +$1.54K +8 +0.3%
IRF
322
IBM Retirement Fund
New York
$581K +$3.28K +17 +0.5%
OC
323
Oppenheimer & Co
New York
$574K
OTPPB
324
Ontario Teachers' Pension Plan Board
Ontario, Canada
$570K +$338K +1,753 +132%
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$554K -$271K -1,404 -32%