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Sun Communities

401 hedge funds and large institutions have $12.9B invested in Sun Communities in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $53.2M | Put options by funds: $9.54M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

31% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 123

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$1.95B)

4% more funds holding

Funds holding: 386401 (+15)

1.63% more ownership

Funds ownership: 93.85%95.48% (+1.6%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
401
Holders Change
+15
Holders Change %
+3.89%
% of All Funds
8.79%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
51
Increased
161
Reduced
123
Closed
34
Calls
$53.2M
Puts
$9.54M
Net Calls
+$43.6M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
326
SignatureFD
Georgia
$205K +$39.4K +279 +25%
DADC
327
D.A. Davidson & Co
Montana
$203K -$67.4K -477 -26%
WEC
328
Winslow Evans & Crocker
Massachusetts
$182K
QCG
329
Quadrant Capital Group
Ohio
$175K
LFG
330
LifePlan Financial Group
Ohio
$170K
AF
331
Advisornet Financial
Minnesota
$168K +$32.2K +228 +25%
FWM
332
Focused Wealth Management
New York
$148K
LS
333
Livforsakringsbolaget Skandia
Sweden
$148K
BAMCO Inc
334
BAMCO Inc
New York
$134K +$16.4K +116 +15%
AIM
335
AIA Investment Management
Singapore
$118K +$113K +798 New
BCWM
336
Bartlett & Co Wealth Management
Ohio
$114K +$16.2K +115 +18%
BC
337
Bartlett & Co
Ohio
$114K +$16.2K +115 +18%
PA
338
Parallel Advisors
California
$89K +$5.65K +40 +7%
CCM
339
Cribstone Capital Management
Maine
$74K
PI
340
PineBridge Investments
New York
$67K
PCM
341
Price Capital Management
Louisiana
$59K +$56.5K +400 New
EFSCE
342
Enterprise Financial Services Corp (EFSC)
Missouri
$57K
PCG
343
Private Capital Group
Connecticut
$56K -$5.93K -42 -10%
LC
344
Lindbrook Capital
California
$55K +$6.07K +43 +13%
CAW
345
Cornerstone Advisors (Washington)
Washington
$47K +$9.88K +70 +28%
CB
346
Community Bank
New York
$45K
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$43K
HFM
348
Harvest Fund Management
China
$37K +$34.7K +246 New
CIA
349
CSat Investment Advisory
Michigan
$34K +$5.79K +41 +22%
FHA
350
First Horizon Advisors
Tennessee
$33K +$1.27K +9 +4%