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Sun Communities
SUI

Overview Fund Activity

430 hedge funds and large institutions have $10.8B invested in Sun Communities in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 156 increasing their positions, 160 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
-32
Holders Change %
-6.93%
% of All Funds
9.5%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
48
Increased
156
Reduced
160
Closed
74
Calls
$22.4M
Puts
$11.5M
Net Calls
+$10.9M
Net Calls Change
-$11.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$581M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$309M
3
Deutsche Bank
3
Deutsche Bank
Germany
$82.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$82.1M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$95.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$87M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$124M
3
Millennium Management
3
Millennium Management
New York
$12.5M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$2.66M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
401
Lenox Wealth Advisors
New York
$5K +$5K +38 New
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
CI
403
CX Institutional
Indiana
$4K – – –
SC
404
Stralem & Co
New York
$4K +$4K +30 New
VFA
405
Valeo Financial Advisors
Indiana
$3K – – –
GWM
406
Geneos Wealth Management
Colorado
$3K – – –
SNT
407
Security National Trust
West Virginia
$3K +$3K +22 New
HIM
408
Hillsdale Investment Management
Ontario, Canada
$2K -$667 -5 -25%
FCA
409
FinTrust Capital Advisors
South Carolina
$2K – – –
SFS
410
Sowell Financial Services
Arkansas
$2K – – –
TFGT
411
TS Financial Group (TSFG)
Illinois
$2K – – –
RFM
412
Royal Fund Management
Florida
$2K – – –
BFEC
413
Benjamin F. Edwards & Company
Missouri
$2K – – –
WT
414
Washington Trust
Rhode Island
$2K +$2K +14 New
WA
415
WBH Advisory
Maryland
$1.62K +$32 +259 +2%
OAM
416
Optimal Asset Management
California
$1.55K +$1.06K +8,511 +217%
PA
417
Procyon Advisors
Connecticut
$1K – – –
PMFA
418
Plante Moran Financial Advisors
Michigan
$1K – – –
GWS
419
Glassman Wealth Services
Virginia
$1K +$250 +2 +33%
LWM
420
Liberty Wealth Management
California
$1K +$1K +7 New
HS
421
Horan Securities
United States
$1K +$1K +10 New
AA
422
AlphaMark Advisors
Kentucky
$1K +$1K +12 New
TPCW
423
TD Private Client Wealth
New York
$749 +$250 +2 +50%
FGAM
424
Financial Gravity Asset Management
Texas
$172 +$172 +1 New
TI
425
tru Independence
Oregon
$2 – – –
15 16
17
18 19