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Sun Communities

525 hedge funds and large institutions have $24.4B invested in Sun Communities in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $5.96M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

84% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 134

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

20% more capital invested

Capital invested by funds: $20.3B → $24.4B (+$4.12B)

8% more funds holding

Funds holding: 488525 (+37)

6% more ownership

Funds ownership: 94.66%100.66% (+6%)

Holders
525
Holders Change
+37
Holders Change %
+7.58%
% of All Funds
8.08%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
85
Increased
247
Reduced
134
Closed
43
Calls
$15.7M
Puts
$5.96M
Net Calls
+$9.75M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
326
Foster & Motley
Ohio
$813K +$763K +3,873 New
Lazard Asset Management
327
Lazard Asset Management
New York
$812K +$685K +3,480 +897%
MCM
328
MAI Capital Management
Ohio
$791K +$18.9K +96 +3%
Impax Asset Management Group
329
Impax Asset Management Group
United Kingdom
$775K +$104K +530 +17%
CIC
330
Crawford Investment Counsel
Georgia
$773K
PA
331
Profund Advisors
Maryland
$752K -$1.54M -7,820 -69%
RFC
332
Regions Financial Corp
Alabama
$737K +$45.7K +232 +7%
1CP
333
17 Capital Partners
Arizona
$733K -$13.6K -69 -2%
V
334
Veritable
Delaware
$729K +$4.73K +24 +0.7%
Cetera Investment Advisers
335
Cetera Investment Advisers
Illinois
$712K +$3.94K +20 +0.6%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$697K +$8.47K +43 +1%
KeyBank National Association
337
KeyBank National Association
Ohio
$688K +$985 +5 +0.2%
LNWWM
338
Laird Norton Wetherby Wealth Management
California
$672K +$12K +61 +2%
AAM
339
Advisors Asset Management
Colorado
$668K +$136K +693 +28%
Creative Planning
340
Creative Planning
Kansas
$662K +$126K +640 +25%
GAM
341
Gotham Asset Management
New York
$660K +$274K +1,391 +79%
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$659K -$1.38K -7 -0.2%
MOS
343
MGO One Seven
Ohio
$656K +$24K +122 +4%
FWIA
344
Fort Washington Investment Advisors
Ohio
$651K -$197K -1,000 -24%
OC
345
Oppenheimer & Co
New York
$651K
Brown Advisory
346
Brown Advisory
Maryland
$650K +$610K +3,095 New
WIA
347
World Investment Advisors
California
$634K
Robeco Institutional Asset Management
348
Robeco Institutional Asset Management
Netherlands
$624K +$526K +2,672 +891%
OPPTF
349
OPSEU Pension Plan Trust Fund
Ontario, Canada
$622K +$23K +117 +4%
NCP
350
NexWave Capital Partners
New York
$609K +$571K +2,900 New