We are live on ! Find out more
SUI icon

Sun Communities

458 hedge funds and large institutions have $16.8B invested in Sun Communities in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 134

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$931M)

3% more funds holding

Funds holding: 446458 (+12)

0.17% less ownership

Funds ownership: 96.88%96.71% (-0.17%)

73% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $80.6M

Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
8.04%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
61
Increased
208
Reduced
134
Closed
47
Calls
$21.7M
Puts
$80.6M
Net Calls
-$58.9M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
Maple Capital Management
Vermont
$396K
WG
327
Winton Group
United Kingdom
$392K +$165K +1,119 +75%
AF
328
Advisornet Financial
Minnesota
$390K +$22.1K +150 +6%
GT
329
Greenleaf Trust
Michigan
$383K +$8.86K +60 +2%
IB
330
Intrust Bank
Kansas
$379K +$54.8K +371 +17%
Creative Planning
331
Creative Planning
Kansas
$363K +$87.6K +593 +33%
Man Group
332
Man Group
United Kingdom
$360K +$354K +2,400 New
Voloridge Investment Management
333
Voloridge Investment Management
Florida
$359K +$353K +2,393 New
LF
334
Lee Financial
Texas
$356K +$332K +2,250 +1,875%
PA
335
PFG Advisors
Arizona
$354K -$17.3K -117 -5%
PA
336
Profund Advisors
Maryland
$354K +$79.6K +539 +30%
BA
337
Bristlecone Advisors
Washington
$345K +$340K +2,300 New
BCP
338
Blue Chip Partners
Michigan
$341K +$1.03K +7 +0.3%
FC
339
FORA Capital
Florida
$326K +$321K +2,176 New
ST
340
Somerset Trust
Pennsylvania
$309K -$6.94K -47 -2%
APA
341
American Portfolios Advisors
New York
$309K -$9.3K -63 -3%
MMPW
342
Mitchell McLeod Pugh & Williams
Alabama
$300K
TNBTD
343
Trustmark National Bank Trust Department
Mississippi
$300K
AWA
344
Arkadios Wealth Advisors
Georgia
$297K +$10.8K +73 +4%
CB
345
Commerce Bank
Missouri
$295K -$58.8K -398 -17%
MFS
346
Mirabella Financial Services
United Kingdom
$287K +$282K +1,913 New
Manulife (Manufacturers Life Insurance)
347
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$286K
ZIC
348
ZWJ Investment Counsel
Georgia
$285K
YWP
349
YorkBridge Wealth Partners
New York
$283K +$278K +1,884 New
NB
350
Norinchukin Bank
Japan
$277K -$6.05K -41 -2%