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Sun Communities

503 hedge funds and large institutions have $17B invested in Sun Communities in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.4M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

1.14% more ownership

Funds ownership: 97.29%98.43% (+1.1%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $17B → $17B (+$16.3M)

1% less funds holding

Funds holding: 510503 (-7)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
503
Holders Change
-7
Holders Change %
-1.37%
% of All Funds
8.02%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.24%
New
55
Increased
202
Reduced
172
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
351
Mitchell McLeod Pugh & Williams
Alabama
$352K -$10.5K -72 -3%
BTWM
352
Baker Tilly Wealth Management
Wisconsin
$352K +$17.1K +117 +5%
BCV
353
Banque Cantonale Vaudoise
Switzerland
$339K
CRI
354
Colonial River Investments
Virginia
$338K
WVP
355
Worth Venture Partners
New Jersey
$336K +$348K +2,384 New
Aristotle Capital Management
356
Aristotle Capital Management
California
$335K -$65.5K -448 -16%
AWS
357
Atria Wealth Solutions
New York
$334K -$1.17K -8 -0.3%
NRD
358
Nebula Research & Development
New York
$321K +$333K +2,278 New
MAP
359
Moody Aldrich Partners
Massachusetts
$319K -$292 -2 -0.1%
MGP
360
Metis Global Partners
California
$314K +$326K +2,228 New
PA
361
PFG Advisors
Arizona
$314K
QCG
362
Quadrant Capital Group
Ohio
$308K +$12.1K +83 +4%
PSP
363
Principal Street Partners
Tennessee
$298K
CCM
364
CTC Capital Management
Illinois
$296K -$117K -800 -28%
VEA
365
Virtus ETF Advisers
New York
$293K +$304K +2,081 New
ARMT
366
Amica Retiree Medical Trust
Rhode Island
$291K
EI
367
Ellevest Inc
New York
$284K +$24.7K +169 +9%
WA
368
Wealth Alliance
New York
$282K +$43.3K +296 +17%
TNBTD
369
Trustmark National Bank Trust Department
Mississippi
$282K
BCP
370
Blue Chip Partners
Michigan
$278K +$877 +6 +0.3%
EWA
371
Exencial Wealth Advisors
Oklahoma
$275K -$4.79M -32,745 -94%
CA
372
Commerzbank Aktiengesellschaft
Germany
$274K
AAIM
373
American Assets Investment Management
California
$273K -$35.2K -241 -11%
AWAU
374
Alliance Wealth Advisors (Utah)
Utah
$271K +$5.12K +35 +2%
IA
375
IFP Advisors
Florida
$270K -$19.1K -131 -2%