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Sun Communities

510 hedge funds and large institutions have $17B invested in Sun Communities in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $8.36M | Put options by funds: $5.28M

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

6% more capital invested

Capital invested by funds: $16B → $17B (+$975M)

1.13% more ownership

Funds ownership: 96.16%97.29% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 182

0% more funds holding

Funds holding: 508510 (+2)

Holders
510
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
8.2%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.39%
New
69
Increased
196
Reduced
182
Closed
57
Calls
$8.36M
Puts
$5.28M
Net Calls
+$3.08M
Net Calls Change
-$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
376
HighTower Trust
Texas
$277K +$2.46K +18 +0.9%
ST
377
Somerset Trust
Pennsylvania
$275K
CCG
378
Cypress Capital Group
Florida
$275K +$13.8K +101 +6%
ZIC
379
ZWJ Investment Counsel
Georgia
$272K
AWAU
380
Alliance Wealth Advisors (Utah)
Utah
$270K +$258K +1,890 New
CIBC Private Wealth Group
381
CIBC Private Wealth Group
Georgia
$265K -$2.32K -17 -0.9%
EI
382
Ellevest Inc
New York
$264K +$31.4K +230 +14%
ACA
383
Aptus Capital Advisors
Alabama
$255K -$3.59M -26,288 -94%
B
384
Bailard
California
$250K +$20.5K +150 +9%
YWP
385
YorkBridge Wealth Partners
New York
$249K -$22K -161 -8%
WA
386
Wealth Alliance
New York
$244K +$233K +1,705 New
Dimensional Fund Advisors
387
Dimensional Fund Advisors
Texas
$238K -$3.44M -25,186 -1%
CII
388
Capital International Inc
California
$238K +$227K +1,661 New
PMA
389
Prudent Man Advisors
Illinois
$234K +$21K +154 +10%
Balyasny Asset Management
390
Balyasny Asset Management
Illinois
$234K -$13.6M -99,343 -98%
MFG
391
Menard Financial Group
Texas
$230K +$220K +1,608 New
PA
392
Profund Advisors
Maryland
$229K -$13.8K -101 -6%
CCA
393
Checchi Capital Advisers
California
$219K -$22.4K -164 -10%
IB
394
Intrust Bank
Kansas
$219K -$5.87K -43 -3%
BRWA
395
B. Riley Wealth Advisors
Florida
$216K -$30.2K -221 -13%
Assenagon Asset Management
396
Assenagon Asset Management
Luxembourg
$215K -$38.9K -285 -16%
BCM
397
Buckhead Capital Management
Georgia
$215K
CWM
398
Curi Wealth Management
North Carolina
$215K +$205K +1,500 New
MCM
399
Maple Capital Management
Vermont
$212K -$38.6K -283 -16%
SCA
400
Snowden Capital Advisors
New York
$210K +$200K +1,468 New