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Sun Communities

488 hedge funds and large institutions have $20.3B invested in Sun Communities in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 150

7% more funds holding

Funds holding: 454488 (+34)

6% more capital invested

Capital invested by funds: $19.2B → $20.3B (+$1.15B)

5.32% less ownership

Funds ownership: 99.98%94.66% (-5.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

36% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $29.5M

Holders
488
Holders Change
+34
Holders Change %
+7.49%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
66
Increased
205
Reduced
150
Closed
27
Calls
$18.8M
Puts
$29.5M
Net Calls
-$10.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
326
United Capital Financial Advisors
Texas
$547K -$8.3K -43 -1%
Bank of Nova Scotia
327
Bank of Nova Scotia
Ontario, Canada
$546K -$80.5K -417 -12%
CAM
328
CenterStar Asset Management
Illinois
$538K
OPPTF
329
OPSEU Pension Plan Trust Fund
Ontario, Canada
$535K -$11.2K -58 -2%
JF
330
Jump Financial
Illinois
$513K +$535K +2,772 New
BC
331
Bridgefront Capital
Texas
$508K +$529K +2,742 New
ARMT
332
Amica Retiree Medical Trust
Rhode Island
$494K -$228K -1,180 -31%
MYAM
333
Meiji Yasuda Asset Management
Japan
$491K +$11.6K +60 +2%
AF
334
Advisornet Financial
Minnesota
$481K
Bank Julius Baer & Co
335
Bank Julius Baer & Co
Switzerland
$477K -$386 -2 -0.1%
GT
336
Greenleaf Trust
Michigan
$468K +$965 +5 +0.2%
Creative Planning
337
Creative Planning
Kansas
$465K +$579 +3 +0.1%
MCM
338
Maple Capital Management
Vermont
$461K -$14.5K -75 -3%
NB
339
Norinchukin Bank
Japan
$461K +$99.2K +514 +26%
AAM
340
Advisors Asset Management
Colorado
$461K +$261K +1,353 +119%
CAM
341
Cresset Asset Management
Illinois
$459K +$33.4K +173 +8%
AWM
342
Apollon Wealth Management
South Carolina
$450K +$469K +2,433 New
WAM
343
World Asset Management
Michigan
$443K -$17K -88 -4%
SBH
344
Segall Bryant & Hamill
Illinois
$441K +$459K +2,381 New
LF
345
Lee Financial
Texas
$438K
NIM
346
NuWave Investment Management
New Jersey
$436K +$322K +1,671 +244%
Acadian Asset Management
347
Acadian Asset Management
Massachusetts
$431K -$811K -4,201 -64%
BA
348
Bristlecone Advisors
Washington
$431K
Baird Financial Group
349
Baird Financial Group
Wisconsin
$428K +$447K +2,314 New
BCP
350
Blue Chip Partners
Michigan
$424K +$1.16K +6 +0.3%