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Sun Communities

432 hedge funds and large institutions have $13.1B invested in Sun Communities in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 159 increasing their positions, 160 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 93.56%94.91% (+1.3%)

5% more capital invested

Capital invested by funds: $12.5B → $13.1B (+$609M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 160

1% less funds holding

Funds holding: 438432 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

58% less call options, than puts

Call options by funds: $13.4M | Put options by funds: $31.7M

Holders
432
Holders Change
-6
Holders Change %
-1.37%
% of All Funds
8.72%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.22%
New
36
Increased
159
Reduced
160
Closed
36
Calls
$13.4M
Puts
$31.7M
Net Calls
-$18.3M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
351
Next Financial Group
Texas
$155K +$157K +1,096 New
Robeco Institutional Asset Management
352
Robeco Institutional Asset Management
Netherlands
$145K -$4.05M -28,215 -96%
LS
353
Livforsakringsbolaget Skandia
Sweden
$141K
BCV
354
Banque Cantonale Vaudoise
Switzerland
$140K -$172K -1,200 -55%
FWM
355
Focused Wealth Management
New York
$137K -$3.59K -25 -3%
HWA
356
Heritage Wealth Advisors
Virginia
$112K
OIA
357
Optimum Investment Advisors
Illinois
$109K
BCWM
358
Bartlett & Co Wealth Management
Ohio
$108K
BC
359
Bartlett & Co
Ohio
$108K
QCG
360
Quadrant Capital Group
Ohio
$107K +$22.5K +157 +26%
CMBA
361
C.M. Bidwell & Associates
Hawaii
$96K -$44.2K -308 -31%
AIM
362
AIA Investment Management
Singapore
$95K +$26.1K +182 +37%
Rockefeller Capital Management
363
Rockefeller Capital Management
New York
$89K +$5.31K +37 +6%
PA
364
Parallel Advisors
California
$88K +$8.32K +58 +10%
EI
365
Ellevest Inc
New York
$73K +$72.3K +504 +4,200%
GWMIA
366
Global Wealth Management Investment Advisory
Florida
$70K +$71.3K +497 New
Lazard Asset Management
367
Lazard Asset Management
New York
$64K -$306K -2,131 -82%
CAW
368
Cornerstone Advisors (Washington)
Washington
$62K -$1.72K -12 -3%
EFSCE
369
Enterprise Financial Services Corp (EFSC)
Missouri
$54K
T
370
TOBAM
France
$46K +$47.2K +329 New
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$43K
CB
372
Community Bank
New York
$42K
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$40K +$15.9K +111 +62%
CIA
374
CSat Investment Advisory
Michigan
$38K +$3.59K +25 +10%
Millennium Management
375
Millennium Management
New York
$36.5K -$8.86M -61,758 -19%