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Sun Communities

510 hedge funds and large institutions have $17B invested in Sun Communities in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $8.36M | Put options by funds: $5.28M

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

6% more capital invested

Capital invested by funds: $16B → $17B (+$975M)

1.13% more ownership

Funds ownership: 96.16%97.29% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 182

0% more funds holding

Funds holding: 508510 (+2)

Holders
510
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
8.2%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.39%
New
69
Increased
196
Reduced
182
Closed
57
Calls
$8.36M
Puts
$5.28M
Net Calls
+$3.08M
Net Calls Change
-$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
301
Cetera Investment Advisers
Illinois
$641K +$135K +989 +28%
FA
302
FDx Advisors
Illinois
$639K +$1.5K +11 +0.2%
X
303
Xponance
Pennsylvania
$612K +$262K +1,920 +81%
MYIA
304
Mount Yale Investment Advisors
Colorado
$600K -$50.7K -371 -8%
TCM
305
Tributary Capital Management
Nebraska
$593K -$6.83K -50 -1%
PCM
306
Penserra Capital Management
California
$592K -$10.7K -78 -2%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$578K -$156K -1,141 -22%
AWM
308
Avior Wealth Management
Nebraska
$570K +$129K +942 +31%
CIBC World Market
309
CIBC World Market
Ontario, Canada
$554K +$267K +1,953 +102%
MLICM
310
Metropolitan Life Insurance Company (MetLife)
New York
$549K
CIC
311
Crawford Investment Counsel
Georgia
$547K -$14.5K -106 -3%
Vontobel Holding
312
Vontobel Holding
Switzerland
$540K -$24K -176 -4%
Bank of Nova Scotia
313
Bank of Nova Scotia
Ontario, Canada
$533K +$148K +1,086 +41%
FM
314
Foster & Motley
Ohio
$528K -$156K -1,143 -24%
WIA
315
World Investment Advisors
California
$526K +$49.7K +364 +11%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$524K +$57.4K +420 +13%
V
317
Veritable
Delaware
$523K +$4.78K +35 +1%
NYLIM
318
New York Life Investment Management
New York
$522K -$15.8K -116 -3%
BA
319
Bristlecone Advisors
Washington
$520K +$56K +410 +13%
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$495K +$12.2K +89 +3%
LNWWM
321
Laird Norton Wetherby Wealth Management
California
$490K -$5.33K -39 -1%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$490K +$36.3K +266 +8%
Wealthfront Advisers
323
Wealthfront Advisers
California
$487K +$465K +3,405 New
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$481K +$34.3K +251 +8%
PCIA
325
Prime Capital Investment Advisors
Kansas
$460K +$439K +3,214 New