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Sun Communities

503 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, 172 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.4M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

1.14% more ownership

Funds ownership: 97.29%98.43% (+1.1%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $17B → $17B (+$16.3M)

1% less funds holding

Funds holding: 510503 (-7)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
503
Holders Change
-7
Holders Change %
-1.37%
% of All Funds
8.02%
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
172
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
SGI
376
Summit Global Investments
Utah
$270K -$5.99K -41 -2%
ZIC
377
ZWJ Investment Counsel
Georgia
$268K
HT
378
HighTower Trust
Texas
$262K
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$253K +$115K +786 +78%
D.E. Shaw & Co
380
D.E. Shaw & Co
New York
$252K -$1.95M -13,317 -88%
FM
381
Family Management
New York
$246K -$1.86M -12,704 -88%
ST
382
Somerset Trust
Pennsylvania
$246K -$25.9K -177 -9%
BRWA
383
B. Riley Wealth Advisors
Florida
$245K +$32.4K +222 +15%
SG Americas Securities
384
SG Americas Securities
New York
$241K -$203K -1,390 -45%
B
385
Bailard
California
$239K -$7.31K -50 -3%
CII
386
Capital International Inc
California
$239K +$4.82K +33 +2%
SWP
387
Stratos Wealth Partners
Ohio
$238K +$247K +1,691 New
CCG
388
Cypress Capital Group
Florida
$233K -$38.9K -266 -14%
LFA
389
LGT Financial Advisors
Texas
$233K +$31.9K +218 +15%
KI
390
Kula Investments
Illinois
$233K +$241K +1,652 New
CG
391
Colony Group
Massachusetts
$231K +$239K +1,638 New
PMA
392
Prudent Man Advisors
Illinois
$230K
RJFSA
393
Raymond James Financial Services Advisors
Florida
$229K -$119K -814 -33%
IB
394
Intrust Bank
Kansas
$221K +$5.26K +36 +2%
CIBC Private Wealth Group
395
CIBC Private Wealth Group
Georgia
$219K -$43.8K -300 -16%
CCA
396
Checchi Capital Advisers
California
$213K -$2.19K -15 -1%
RJT
397
Raymond James Trust
Florida
$212K +$220K +1,506 New
FMAEN1
398
Fund Management at Engine No 1
California
$212K +$220K +1,503 New
BCM
399
Buckhead Capital Management
Georgia
$211K
JIP
400
Jaffetilchin Investment Partners
Florida
$211K +$219K +1,498 New