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Sun Communities

527 hedge funds and large institutions have $16.6B invested in Sun Communities in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $13.7M

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.06B)

6% more funds holding

Funds holding: 498527 (+29)

0.86% more ownership

Funds ownership: 98.85%99.71% (+0.86%)

1% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 189

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
527
Holders Change
+29
Holders Change %
+5.82%
% of All Funds
7.68%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
89
Increased
187
Reduced
189
Closed
56
Calls
$66.6M
Puts
$13.7M
Net Calls
+$52.9M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
301
RB Capital Management
Nevada
$773K -$19.9K -165 -3%
BA
302
Bridgewater Associates
Connecticut
$762K +$687K +5,703 New
SW
303
SkyOak Wealth
Michigan
$755K
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$752K +$49.6K +412 +8%
Pathstone Holdings
305
Pathstone Holdings
New Jersey
$752K +$677K +5,624 New
BMSSC
306
B. Metzler seel. Sohn & Co
Germany
$744K
PP
307
Prudential plc
United Kingdom
$724K -$140K -1,164 -18%
UCFA
308
United Capital Financial Advisors
Texas
$719K -$34.3K -285 -5%
AWA
309
Arkadios Wealth Advisors
Georgia
$715K +$294K +2,438 +84%
Creative Planning
310
Creative Planning
Kansas
$709K -$267K -2,220 -30%
FRM
311
Fox Run Management
Connecticut
$698K +$222K +1,842 +54%
HighTower Advisors
312
HighTower Advisors
Illinois
$697K -$36.3K -301 -5%
OIAM
313
OFI Invest Asset Management
France
$684K -$151K -1,251 -18%
CS
314
Candriam SCA
Luxembourg
$675K -$93.2K -774 -13%
CA
315
Commerzbank Aktiengesellschaft
Germany
$668K +$308K +2,555 +105%
PAM
316
Panagora Asset Management
Massachusetts
$665K
DTL
317
Dynamic Technology Lab
Singapore
$648K +$584K +4,850 New
CL
318
Choreo LLC
Illinois
$641K +$96.8K +804 +20%
PCM
319
Penserra Capital Management
California
$635K -$26.7K -222 -4%
HI
320
Handelsinvest Investeringsforvaltning
Denmark
$628K +$566K +4,697 New
VU
321
Vanderbilt University
Tennessee
$605K -$241 -2 -0%
PPW
322
Pasadena Private Wealth
California
$591K +$533K +4,425 New
APG Asset Management
323
APG Asset Management
Netherlands
$588K -$38.4K -319 -6%
AI
324
Atom Investors
Texas
$577K +$520K +4,320 New
SLAM
325
Swiss Life Asset Management
$564K -$1.58M -13,140 -76%