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Sun Communities

401 hedge funds and large institutions have $12.9B invested in Sun Communities in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $53.2M | Put options by funds: $9.54M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

31% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 123

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$1.95B)

4% more funds holding

Funds holding: 386401 (+15)

1.63% more ownership

Funds ownership: 93.85%95.48% (+1.6%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
401
Holders Change
+15
Holders Change %
+3.89%
% of All Funds
8.79%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
51
Increased
161
Reduced
123
Closed
34
Calls
$53.2M
Puts
$9.54M
Net Calls
+$43.6M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
351
Quad-Cities Investment Group
Iowa
$30K
RFA
352
Reilly Financial Advisors
California
$30K
BBHC
353
Brown Brothers Harriman & Co
New York
$26K +$6.64K +47 +37%
CHC
354
City Holding Co
West Virginia
$23K
JFGIW
355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K -$16.2K -115 -43%
PFBT
356
Parkside Financial Bank & Trust
Missouri
$22K +$141 +1 +0.7%
CAC
357
Certified Advisory Corp
Florida
$22K +$7.63K +54 +59%
MAM
358
Meeder Asset Management
Ohio
$21K +$7.91K +56 +67%
CFGS
359
Concourse Financial Group Securities
Alabama
$21K +$13.8K +98 +223%
FFC
360
First Financial Corp
Indiana
$20K +$18.9K +134 New
Simplex Trading
361
Simplex Trading
Illinois
$18K -$127K -901 -88%
RCAG
362
Rehmann Capital Advisory Group
Michigan
$17.8K
LF
363
Lee Financial
Texas
$17K
PFGIA
364
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$14.1K +100 New
TL
365
TrueWealth LLC
Georgia
$14K +$12.8K +91 New
EARNEST Partners
366
EARNEST Partners
Georgia
$13K
POIA
367
Pin Oak Investment Advisors
Texas
$13K
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$13K +$12K +85 New
FHA
369
Flagship Harbor Advisors
Massachusetts
$12K +$141 +1 +1%
TCOV
370
Trust Company of Vermont
Vermont
$11K
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$9K
PMFA
372
Plante Moran Financial Advisors
Michigan
$9K +$1.98K +14 +32%
SIAS
373
Shine Investment Advisory Services
Colorado
$9K +$8.75K +62 New
RIA
374
Realta Investment Advisors
Delaware
$8K
SPIA
375
Steward Partners Investment Advisory
New York
$8K