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Sun Communities

527 hedge funds and large institutions have $16.6B invested in Sun Communities in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $13.7M

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.06B)

6% more funds holding

Funds holding: 498527 (+29)

0.86% more ownership

Funds ownership: 98.85%99.71% (+0.86%)

1% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 189

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
527
Holders Change
+29
Holders Change %
+5.82%
% of All Funds
7.68%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
89
Increased
187
Reduced
189
Closed
56
Calls
$66.6M
Puts
$13.7M
Net Calls
+$52.9M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
351
Bank Julius Baer & Co
Switzerland
$422K +$311K +2,586 +451%
Kovitz Investment Group Partners
352
Kovitz Investment Group Partners
Illinois
$419K
LWA
353
Lantern Wealth Advisors
New York
$414K +$373K +3,100 New
Cambridge Investment Research Advisors
354
Cambridge Investment Research Advisors
Iowa
$405K -$47.2K -392 -11%
WIA
355
World Investment Advisors
California
$402K -$9.39K -78 -3%
PCIA
356
Prime Capital Investment Advisors
Kansas
$393K +$16.6K +138 +5%
AWM
357
Apollon Wealth Management
South Carolina
$392K +$17.7K +147 +5%
Simplex Trading
358
Simplex Trading
Illinois
$391K +$353K +2,927 New
DPAM
359
Degroof Petercam Asset Management
Belgium
$388K +$349K +2,900 New
CC
360
Corton Capital
Ontario, Canada
$387K +$349K +2,896 New
IMCOOI
361
Investment Management Corp of Ontario (IMCO)
Canada
$385K -$4.19M -34,818 -92%
Vontobel Holding
362
Vontobel Holding
Switzerland
$384K -$22.6K -188 -6%
PNC Financial Services Group
363
PNC Financial Services Group
Pennsylvania
$379K +$79.6K +661 +30%
WDL
364
Well Done LLC
Michigan
$377K -$71.4K -593 -17%
APWM
365
Argonautica Private Wealth Management
Massachusetts
$366K +$482 +4 +0.1%
SWP
366
Stratos Wealth Partners
Ohio
$363K +$104K +866 +47%
MYAM
367
Meiji Yasuda Asset Management
Japan
$361K -$4.16M -34,568 -93%
NPT
368
Nixon Peabody Trust
Massachusetts
$361K
LNWWM
369
Laird Norton Wetherby Wealth Management
California
$360K +$19.2K +159 +6%
MOS
370
MGO One Seven
Ohio
$354K -$25.9K -215 -8%
RFC
371
Regions Financial Corp
Alabama
$352K -$14.2K -118 -4%
BTWM
372
Baker Tilly Wealth Management
Wisconsin
$352K -$10.6K -88 -3%
BF
373
BOK Financial
Oklahoma
$339K -$60.6K -503 -17%
MMPW
374
Mitchell McLeod Pugh & Williams
Alabama
$330K
GCP
375
GSA Capital Partners
United Kingdom
$324K +$292K +2,421 New