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Sun Communities

501 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 161 increasing their positions, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

9.27% less ownership

Funds ownership: 102.06%92.8% (-9.3%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

42% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $19.6M

Holders
501
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2M
Puts
$19.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Advisory Alpha
Michigan
$386K
PCM
327
Polymer Capital Management
New York
$380K
CIC
328
Crawford Investment Counsel
Georgia
$379K
DWS
329
Discipline Wealth Solutions
South Carolina
$371K
BMSSC
330
B. Metzler seel. Sohn & Co
Germany
$366K
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$365K
IA
332
IFP Advisors
Florida
$363K
LWA
333
Lantern Wealth Advisors
New York
$361K
AV
334
ASR Vermogensbeheer
Netherlands
$360K
PMAM
335
Penn Mutual Asset Management
Pennsylvania
$359K
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$353K
CCM
337
Canal Capital Management
Virginia
$349K
BFM
338
Boothbay Fund Management
New York
$348K
Nomura Holdings
339
Nomura Holdings
Japan
$332K
EC
340
EntryPoint Capital
New York
$329K
UCFA
341
United Capital Financial Advisors
Texas
$328K
BCM
342
Bayesian Capital Management
New York
$325K
LF
343
Lee Financial
Texas
$323K
WIM
344
Warwick Investment Management
Texas
$320K
M&T Bank
345
M&T Bank
New York
$315K
HighTower Advisors
346
HighTower Advisors
Illinois
$304K
Kovitz Investment Group Partners
347
Kovitz Investment Group Partners
Illinois
$304K
QCG
348
Quadrant Capital Group
Ohio
$302K
MMPW
349
Mitchell McLeod Pugh & Williams
Alabama
$298K
RCM
350
RB Capital Management
Nevada
$294K