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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
BAMF
376
BI Asset Management Fondsmaeglerselskab
Denmark
$322K -$161K -1,335 -36%
YMRC
377
Yorktown Management & Research Company
Virginia
$321K +$289K +2,400 New
NWM
378
Napa Wealth Management
California
$317K +$286K +2,373 New
TC
379
Truvestments Capital
Florida
$313K +$282K +2,340 New
LWAM
380
Legacy Wealth Asset Management
Minnesota
$304K +$274K +2,275 New
WC
381
Wexford Capital
Florida
$302K -$724K -6,008 -73%
PA
382
PFG Advisors
Arizona
$302K
AWS
383
Atria Wealth Solutions
New York
$301K -$7.47K -62 -3%
NW
384
NewEdge Wealth
Pennsylvania
$298K +$269K +2,232 New
FA
385
FDx Advisors
Illinois
$296K +$27K +224 +11%
CRI
386
Colonial River Investments
Virginia
$292K +$2.53K +21 +1%
Wolverine Trading
387
Wolverine Trading
Illinois
$290K -$75.3K -625 -22%
VI
388
Vestcor Inc
New Brunswick, Canada
$287K -$4.09K -34 -2%
PWG
389
Portside Wealth Group
Utah
$286K -$11.8K -98 -4%
LF
390
LifePlan Financial
Minnesota
$279K +$251K +2,085 New
CIBC World Market
391
CIBC World Market
Ontario, Canada
$278K -$102K -848 -29%
MF
392
Magnetar Financial
Illinois
$278K +$250K +2,078 New
SCA
393
Snowden Capital Advisors
New York
$275K -$7.95K -66 -3%
NG
394
Norden Group
Utah
$271K -$80.9K -672 -25%
AWAU
395
Alliance Wealth Advisors (Utah)
Utah
$261K -$6.14K -51 -3%
AF
396
Advisornet Financial
Minnesota
$255K +$4.82K +40 +2%
ZIC
397
ZWJ Investment Counsel
Georgia
$255K
PMA
398
Prudent Man Advisors
Illinois
$249K -$1.93K -16 -0.9%
S
399
SignatureFD
Georgia
$248K -$123K -1,024 -36%
LCM
400
Landscape Capital Management
New Jersey
$245K -$43.5K -361 -16%