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Sun Communities

354 hedge funds and large institutions have $9.59B invested in Sun Communities in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 115 increasing their positions, 132 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

632% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $1.81M

16% more capital invested

Capital invested by funds: $8.24B → $9.59B (+$1.34B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

0% more funds holding

Funds holding: 353354 (+1)

0.39% less ownership

Funds ownership: 94.48%94.09% (-0.39%)

13% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 132

Holders
354
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
7.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
47
Increased
115
Reduced
132
Closed
46
Calls
$13.3M
Puts
$1.81M
Net Calls
+$11.5M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
326
Trust Company of Vermont
Vermont
$9K
FHA
327
Flagship Harbor Advisors
Massachusetts
$9K +$111 +1 +1%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$8K
CFGS
329
Concourse Financial Group Securities
Alabama
$7K +$445 +4 +7%
HGWM
330
Harvest Group Wealth Management
Massachusetts
$7K +$6.67K +60 New
SF
331
Synovus Financial
Georgia
$5K -$2.56K -23 -36%
HIM
332
Hillsdale Investment Management
Ontario, Canada
$5K -$1.11K -10 -20%
CA
333
Centerpoint Advisors
Massachusetts
$5K
FRA
334
Front Row Advisors
California
$5K
IFAM
335
Institutional & Family Asset Management
Colorado
$5K
RFM
336
Royal Fund Management
Florida
$5K
VFA
337
Valeo Financial Advisors
Indiana
$5K
PMFA
338
Plante Moran Financial Advisors
Michigan
$5K +$222 +2 +5%
BCA
339
Berman Capital Advisors
Georgia
$5K +$3.45K +31 +207%
LWA
340
Lenox Wealth Advisors
New York
$5K +$4.45K +40 New
RTC
341
Riverview Trust Company
Washington
$5K +$4.78K +43 New
SCM
342
Shelton Capital Management
Colorado
$3.39K -$332K -2,988 -88%
EARNEST Partners
343
EARNEST Partners
Georgia
$3K
GWM
344
Geneos Wealth Management
Colorado
$3K
FCA
345
FinTrust Capital Advisors
South Carolina
$2K
WCM
346
WealthBridge Capital Management
Ohio
$2K
MAM
347
Meeder Asset Management
Ohio
$2K +$1.45K +13 New
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$2K +$1.67K +15 New
BCI
349
Brinker Capital Investments
Pennsylvania
$2K +$1.89K +17 New
TFGT
350
TS Financial Group (TSFG)
Illinois
$2K +$2K +18 New