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Sun Communities

462 hedge funds and large institutions have $12.8B invested in Sun Communities in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 28

104% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $21.4M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more funds holding

Funds holding: 401462 (+61)

1% less capital invested

Capital invested by funds: $12.9B → $12.8B (-$82M)

2% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 155

3.8% less ownership

Funds ownership: 95.48%91.68% (-3.8%)

Holders
462
Holders Change
+61
Holders Change %
+15.21%
% of All Funds
9.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.22%
New
93
Increased
152
Reduced
155
Closed
28
Calls
$43.6M
Puts
$21.4M
Net Calls
+$22.2M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
376
Focused Wealth Management
New York
$150K
SMFS
377
Squar Milner Financial Services
California
$137K +$143K +919 New
BAMCO Inc
378
BAMCO Inc
New York
$131K -$3.89K -25 -3%
HWA
379
Heritage Wealth Advisors
Virginia
$120K +$125K +800 New
BCWM
380
Bartlett & Co Wealth Management
Ohio
$115K
Parallax Volatility Advisers
381
Parallax Volatility Advisers
California
$113K +$118K +756 New
AIM
382
AIA Investment Management
Singapore
$109K -$11.2K -72 -9%
LS
383
Livforsakringsbolaget Skandia
Sweden
$90K -$62.3K -400 -40%
PA
384
Parallel Advisors
California
$90K
CCM
385
Cribstone Capital Management
Maine
$75K
KWM
386
Keebeck Wealth Management
Illinois
$75K +$77.9K +500 New
PI
387
PineBridge Investments
New York
$68K
LC
388
Lindbrook Capital
California
$60K +$4.05K +26 +7%
EFSCE
389
Enterprise Financial Services Corp (EFSC)
Missouri
$57K
CAW
390
Cornerstone Advisors (Washington)
Washington
$56K +$8.57K +55 +17%
PCM
391
Price Capital Management
Louisiana
$45K -$15.6K -100 -25%
PCG
392
Private Capital Group
Connecticut
$45K -$11.4K -73 -19%
CB
393
Community Bank
New York
$45K
VCM
394
Vigilant Capital Management
Maine
$45K +$46.7K +300 New
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$43K
CIA
396
CSat Investment Advisory
Michigan
$39K +$4.98K +32 +14%
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$35K -$345K -2,215 -90%
FHA
398
First Horizon Advisors
Tennessee
$31K -$2.18K -14 -6%
RFA
399
Reilly Financial Advisors
California
$30K
WAM
400
Wolverine Asset Management
Illinois
$26K +$27.1K +174 New