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Sun Communities
SUI

Overview Fund Activity

502 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, 171 reducing their positions, and 51 closing their positions.

Holders
502
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.04%
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
171
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$890M
2
Citadel Advisors
2
Citadel Advisors
Florida
$188M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$169M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40.8M
5
BlackRock
5
BlackRock
New York
$1.54B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.27B
2
WCP
2
Waterfront Capital Partners
New York
$0
3
CIM
3
Centersquare Investment Management
Pennsylvania
$261M
4
American Century Companies
4
American Century Companies
Missouri
$228M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$238M
Name Market Value Shares Shares
Change 		Shares
Change %
BTWM
351
Baker Tilly Wealth Management
Wisconsin
$352K 2,499 +117 +5%
BCV
352
Banque Cantonale Vaudoise
Switzerland
$339K 2,400 – –
CRI
353
Colonial River Investments
Virginia
$338K 2,400 – –
WVP
354
Worth Venture Partners
New Jersey
$336K 2,384 +2,384 New
Aristotle Capital Management
355
Aristotle Capital Management
California
$335K 2,377 -448 -16%
AWS
356
Atria Wealth Solutions
New York
$334K 2,359 -8 -0.3%
NRD
357
Nebula Research & Development
New York
$321K 2,278 +2,278 New
MAP
358
Moody Aldrich Partners
Massachusetts
$319K 2,265 -2 -0.1%
MGP
359
Metis Global Partners
California
$314K 2,228 +2,228 New
PA
360
PFG Advisors
Arizona
$314K 2,227 – –
QCG
361
Quadrant Capital Group
Ohio
$308K 2,184 +83 +4%
PSP
362
Principal Street Partners
Tennessee
$298K 2,113 – –
CCM
363
CTC Capital Management
Illinois
$296K 2,100 -800 -28%
VEA
364
Virtus ETF Advisers
New York
$293K 2,081 +2,081 New
ARMT
365
Amica Retiree Medical Trust
Rhode Island
$291K 2,062 – –
EI
366
Ellevest Inc
New York
$284K 2,013 +169 +9%
WA
367
Wealth Alliance
New York
$282K 2,001 +296 +17%
TNBTD
368
Trustmark National Bank Trust Department
Mississippi
$282K 2,000 – –
BCP
369
Blue Chip Partners
Michigan
$278K 1,971 +6 +0.3%
EWA
370
Exencial Wealth Advisors
Oklahoma
$275K 1,955 -32,745 -94%
CA
371
Commerzbank Aktiengesellschaft
Germany
$274K 1,940 – –
AAIM
372
American Assets Investment Management
California
$273K 1,941 -241 -11%
AWAU
373
Alliance Wealth Advisors (Utah)
Utah
$271K 1,925 +35 +2%
IA
374
IFP Advisors
Florida
$270K 6,437 -131 -2%
SGI
375
Summit Global Investments
Utah
$270K 1,915 -41 -2%
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