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Sun Communities

462 hedge funds and large institutions have $12.8B invested in Sun Communities in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 28

104% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $21.4M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more funds holding

Funds holding: 401462 (+61)

1% less capital invested

Capital invested by funds: $12.9B → $12.8B (-$82M)

2% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 155

3.8% less ownership

Funds ownership: 95.48%91.68% (-3.8%)

Holders
462
Holders Change
+61
Holders Change %
+15.21%
% of All Funds
9.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.22%
New
93
Increased
152
Reduced
155
Closed
28
Calls
$43.6M
Puts
$21.4M
Net Calls
+$22.2M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
401
City Holding Co
West Virginia
$24K
CAC
402
Certified Advisory Corp
Florida
$22K
PFBT
403
Parkside Financial Bank & Trust
Missouri
$22K
FFC
404
First Financial Corp
Indiana
$20K
CFGS
405
Concourse Financial Group Securities
Alabama
$19K -$2.96K -19 -13%
ASN
406
Advisory Services Network
Georgia
$18K +$9.35K +60 +105%
LF
407
Lee Financial
Texas
$17K
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$17K +$17.8K +114 New
OPS
409
Orion Portfolio Solutions
Nebraska
$17K +$17.9K +115 New
PFGIA
410
Patriot Financial Group Insurance Agency
Massachusetts
$15K
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$15K +$6.38K +41 +71%
AA
412
Ancora Advisors
Ohio
$15K +$15.6K +100 New
POIA
413
Pin Oak Investment Advisors
Texas
$14K
TL
414
TrueWealth LLC
Georgia
$14K
EARNEST Partners
415
EARNEST Partners
Georgia
$13K
FHA
416
Flagship Harbor Advisors
Massachusetts
$13K +$156 +1 +1%
HFM
417
Harvest Fund Management
China
$12K -$26.3K -169 -69%
ACM
418
Allred Capital Management
Texas
$11.3K +$11.7K +75 New
TCOV
419
Trust Company of Vermont
Vermont
$11K
SIAS
420
Shine Investment Advisory Services
Colorado
$9K
SF
421
Synovus Financial
Georgia
$9K +$3.27K +21 +51%
SL
422
Savior LLC
Massachusetts
$9K +$9.5K +61 New
AS
423
Altshuler Shaham
Israel
$8K -$216K -1,388 -96%
FRA
424
Front Row Advisors
California
$8K
BBHC
425
Brown Brothers Harriman & Co
New York
$7K -$19.9K -128 -73%