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Sun Communities

527 hedge funds and large institutions have $16.6B invested in Sun Communities in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $13.7M

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.06B)

6% more funds holding

Funds holding: 498527 (+29)

0.86% more ownership

Funds ownership: 98.85%99.71% (+0.86%)

1% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 189

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
527
Holders Change
+29
Holders Change %
+5.82%
% of All Funds
7.68%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
89
Increased
187
Reduced
189
Closed
56
Calls
$66.6M
Puts
$13.7M
Net Calls
+$52.9M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
326
Edgestream Partners
New Jersey
$555K +$500K +4,151 New
AWM
327
Avior Wealth Management
Nebraska
$551K +$47.7K +396 +11%
TMAM
328
Tokio Marine Asset Management
Japan
$547K +$18.3K +152 +4%
CIC
329
Crawford Investment Counsel
Georgia
$538K +$9.15K +76 +2%
Mercer Global Advisors
330
Mercer Global Advisors
Colorado
$537K -$25.1K -208 -5%
Cetera Investment Advisers
331
Cetera Investment Advisers
Illinois
$536K -$46.6K -387 -9%
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$533K -$38.1K -316 -7%
VAS
333
Vestmark Advisory Solutions
Massachusetts
$510K +$460K +3,816 New
MLICM
334
Metropolitan Life Insurance Company (MetLife)
New York
$509K -$1.32K -11 -0.3%
KeyBank National Association
335
KeyBank National Association
Ohio
$506K +$6.5K +54 +1%
TCM
336
Tributary Capital Management
Nebraska
$506K -$12K -100 -3%
Cerity Partners
337
Cerity Partners
New York
$494K +$445K +3,696 New
CAM
338
Cresset Asset Management
Illinois
$489K -$105K -873 -19%
Mackenzie Financial
339
Mackenzie Financial
Ontario, Canada
$488K -$161K -1,334 -27%
BA
340
Bristlecone Advisors
Washington
$478K +$1.57K +13 +0.4%
MIM
341
MetLife Investment Management
New Jersey
$467K -$6.99K -58 -2%
CB
342
Commerce Bank
Missouri
$456K +$22.3K +185 +6%
JF
343
Jump Financial
Illinois
$456K -$607K -5,039 -60%
Baird Financial Group
344
Baird Financial Group
Wisconsin
$453K +$117K +972 +40%
CCM
345
Canal Capital Management
Virginia
$446K +$402K +3,336 New
AWM
346
AE Wealth Management
Kansas
$442K +$46.7K +388 +12%
AIMCA
347
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$441K
GWMIA
348
Global Wealth Management Investment Advisory
Florida
$441K +$28.9K +240 +8%
MYIA
349
Mount Yale Investment Advisors
Colorado
$437K -$147K -1,218 -27%
ACA
350
Aptus Capital Advisors
Alabama
$428K -$29.1K -242 -7%