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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
Robeco Institutional Asset Management
376
Robeco Institutional Asset Management
Netherlands
$155K
CI
377
Clal Insurance
Israel
$154K +$151K +1,021 New
BWA
378
BDO Wealth Advisors
Florida
$151K +$149K +1,006 New
LS
379
Livforsakringsbolaget Skandia
Sweden
$150K
QCG
380
Quadrant Capital Group
Ohio
$137K +$13.4K +91 +11%
Federated Hermes
381
Federated Hermes
Pennsylvania
$135K -$11M -74,437 -99%
ED
382
Exane Derivatives
France
$132K +$130K +879 +43,950%
Rockefeller Capital Management
383
Rockefeller Capital Management
New York
$123K +$17K +115 +16%
HWA
384
Heritage Wealth Advisors
Virginia
$120K
BCV
385
Banque Cantonale Vaudoise
Switzerland
$120K -$29.5K -200 -20%
OIA
386
Optimum Investment Advisors
Illinois
$116K
HI
387
Harbour Investments
Wisconsin
$102K +$100K +679 New
GWMIA
388
Global Wealth Management Investment Advisory
Florida
$100K +$16.8K +114 +21%
BCWM
389
Bartlett & Co Wealth Management
Ohio
$93.8K -$17K -115 -16%
BC
390
Bartlett & Co
Ohio
$93K -$17K -115 -16%
AAM
391
Advisors Asset Management
Colorado
$91K -$561K -3,801 -86%
FF
392
FourThought Financial
Florida
$91K -$2.95K -20 -3%
SFO
393
Standard Family Office
South Dakota
$85K -$1.77K -12 -2%
SAM
394
Shell Asset Management
Netherlands
$77K -$453K -3,067 -86%
EI
395
Ellevest Inc
New York
$66K +$22.7K +154 +54%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$66K +$24.5K +166 +61%
PA
397
Parallel Advisors
California
$61K -$13.1K -89 -18%
EFSCE
398
Enterprise Financial Services Corp (EFSC)
Missouri
$60K +$2.36K +16 +4%
Lazard Asset Management
399
Lazard Asset Management
New York
$53K +$19.2K +130 +58%
Simplex Trading
400
Simplex Trading
Illinois
$49K -$469K -3,179 -91%