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Sun Communities

458 hedge funds and large institutions have $16.8B invested in Sun Communities in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 134

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$931M)

3% more funds holding

Funds holding: 446458 (+12)

0.17% less ownership

Funds ownership: 96.88%96.71% (-0.17%)

73% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $80.6M

Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
8.04%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
61
Increased
208
Reduced
134
Closed
47
Calls
$21.7M
Puts
$80.6M
Net Calls
-$58.9M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
351
Comerica Securities
Michigan
$273K +$9.6K +65 +4%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$266K +$1.92K +13 +0.7%
B
353
Bailard
California
$258K -$59.1K -400 -19%
Lido Advisors
354
Lido Advisors
California
$245K +$240K +1,627 New
BRWA
355
B. Riley Wealth Advisors
Florida
$237K -$20.4K -138 -8%
ATFA
356
All Terrain Financial Advisors
Minnesota
$237K
AIS
357
American Investment Services
Massachusetts
$235K -$40.5K -274 -15%
LCM
358
Leisure Capital Management
California
$231K
Franklin Resources
359
Franklin Resources
California
$229K +$12.4K +84 +6%
CP
360
Covenant Partners
Tennessee
$229K +$225K +1,526 New
MHR
361
Matthew Hamilton Rosenberg
$227K
CNC
362
Canandaigua National Corp
New York
$226K -$21.3K -144 -9%
Cetera Investment Advisers
363
Cetera Investment Advisers
Illinois
$220K -$246K -1,666 -53%
WS
364
Wedbush Securities
California
$219K +$215K +1,459 New
SW
365
SVB Wealth
Massachusetts
$218K -$46.5K -315 -18%
TSW
366
Thompson Siegel & Walmsley
Virginia
$217K
YIH
367
Y-Intercept (HK)
Hong Kong
$216K +$9.3K +63 +5%
SP
368
Symmetry Partners
Connecticut
$208K -$443 -3 -0.2%
BMSSC
369
B. Metzler seel. Sohn & Co
Germany
$202K
JIP
370
Jaffetilchin Investment Partners
Florida
$202K +$198K +1,343 New
LWAM
371
Legacy Wealth Asset Management
Minnesota
$201K -$1.77K -12 -0.9%
NFG
372
Next Financial Group
Texas
$198K +$6.64K +45 +4%
S
373
SignatureFD
Georgia
$192K +$26.1K +177 +16%
NP
374
Ninepoint Partners
Ontario, Canada
$162K
NIM
375
NuWave Investment Management
New Jersey
$159K +$156K +1,059 New