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Sun Communities

501 hedge funds and large institutions have $15.6B invested in Sun Communities in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 201 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $7.64M | Put options by funds: $4.19M

1.73% less ownership

Funds ownership: 99.71%97.98% (-1.7%)

5% less funds holding

Funds holding: 527501 (-26)

6% less capital invested

Capital invested by funds: $16.6B → $15.6B (-$1B)

14% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 201

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

29% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 75

Holders
501
Holders Change
-26
Holders Change %
-4.93%
% of All Funds
7.22%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
53
Increased
173
Reduced
201
Closed
75
Calls
$7.64M
Puts
$4.19M
Net Calls
+$3.44M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
376
Snowden Capital Advisors
New York
$255K -$12.1K -93 -5%
LF
377
LifePlan Financial
Minnesota
$240K -$28.8K -222 -11%
EF
378
Empowered Funds
Pennsylvania
$237K +$240K +1,846 New
LCM
379
Landscape Capital Management
New Jersey
$236K
CIBC Private Wealth Group
380
CIBC Private Wealth Group
Georgia
$234K +$13.8K +106 +6%
CTC
381
Cetera Trust Company
Minnesota
$230K +$13K +100 +6%
PA
382
PFG Advisors
Arizona
$223K -$67.5K -520 -23%
AF
383
Advisornet Financial
Minnesota
$221K -$24.7K -190 -10%
SC
384
Steph & Co
Wisconsin
$221K +$142K +1,092 +175%
PMA
385
Prudent Man Advisors
Illinois
$220K -$20.3K -156 -8%
B
386
Bailard
California
$219K
CIBC World Market
387
CIBC World Market
Ontario, Canada
$217K -$50.9K -392 -19%
AC
388
Avestar Capital
New York
$216K +$218K +1,680 New
GS
389
GTS Securities
New York
$214K +$216K +1,666 New
Carson Wealth (CWM LLC)
390
Carson Wealth (CWM LLC)
Nebraska
$214K +$9.48K +73 +5%
RJFSA
391
Raymond James Financial Services Advisors
Florida
$211K -$19.5K -150 -8%
BRWA
392
B. Riley Wealth Advisors
Florida
$209K +$30.4K +234 +15%
BL
393
BFSG LLC
California
$207K -$519 -4 -0.2%
CCA
394
Checchi Capital Advisers
California
$202K -$26.7K -206 -12%
NA
395
NewEdge Advisors
Louisiana
$197K +$6.36K +49 +3%
QCG
396
Quadrant Capital Group
Ohio
$161K -$14.7K -113 -8%
AIG
397
American International Group
New York
$159K -$519 -4 -0.3%
BCP
398
Blue Chip Partners
Michigan
$157K +$909 +7 +0.6%
MG
399
Mather Group
Illinois
$155K +$151K +1,162 New
LFA
400
LGT Financial Advisors
Texas
$149K -$6.62K -51 -4%