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Sun Communities

498 hedge funds and large institutions have $15B invested in Sun Communities in 2025 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 161 increasing their positions, 174 reducing their positions, and 41 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: 102.05%92.78% (-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
498
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
PCM
326
Polymer Capital Management
New York
$380K
CIC
327
Crawford Investment Counsel
Georgia
$379K
DWS
328
Discipline Wealth Solutions
South Carolina
$371K
BMSSC
329
B. Metzler seel. Sohn & Co
Germany
$366K
OSAM
330
O'Shaughnessy Asset Management
Connecticut
$365K
IA
331
IFP Advisors
Florida
$363K
LWA
332
Lantern Wealth Advisors
New York
$361K
AV
333
ASR Vermogensbeheer
Netherlands
$360K
PMAM
334
Penn Mutual Asset Management
Pennsylvania
$359K
Carson Wealth (CWM LLC)
335
Carson Wealth (CWM LLC)
Nebraska
$353K
CCM
336
Canal Capital Management
Virginia
$349K
BFM
337
Boothbay Fund Management
New York
$348K
Nomura Holdings
338
Nomura Holdings
Japan
$332K
EC
339
EntryPoint Capital
New York
$329K
UCFA
340
United Capital Financial Advisors
Texas
$328K
BCM
341
Bayesian Capital Management
New York
$325K
LF
342
Lee Financial
Texas
$323K
WIM
343
Warwick Investment Management
Texas
$320K
SWGC
344
Summit Wealth Group (Colorado)
Colorado
$319K
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