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Sun Communities

431 hedge funds and large institutions have $10.8B invested in Sun Communities in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 156 increasing their positions, 160 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $11.5M

1.09% more ownership

Funds ownership: 91.68%92.77% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 160

7% less funds holding

Funds holding: 462431 (-31)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

15% less capital invested

Capital invested by funds: $12.8B → $10.8B (-$1.97B)

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

Holders
431
Holders Change
-31
Holders Change %
-6.71%
% 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
49
Increased
156
Reduced
160
Closed
74
Calls
$22.4M
Puts
$11.5M
Net Calls
+$10.9M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
401
Webster Bank
Connecticut
$5K
LWA
402
Lenox Wealth Advisors
New York
$5K +$5.74K +38 New
CI
403
CX Institutional
Indiana
$4K
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$4K
SC
405
Stralem & Co
New York
$4K +$4.53K +30 New
GWM
406
Geneos Wealth Management
Colorado
$3K
VFA
407
Valeo Financial Advisors
Indiana
$3K
SNT
408
Security National Trust
West Virginia
$3K +$3.32K +22 New
HIM
409
Hillsdale Investment Management
Ontario, Canada
$2K -$755 -5 -25%
BFEC
410
Benjamin F. Edwards & Company
Missouri
$2K
FCA
411
FinTrust Capital Advisors
South Carolina
$2K
RFM
412
Royal Fund Management
Florida
$2K
SFS
413
Sowell Financial Services
Arkansas
$2K
TFGT
414
TS Financial Group (TSFG)
Illinois
$2K
WT
415
Washington Trust
Rhode Island
$2K +$2.11K +14 New
WA
416
WBH Advisory
Maryland
$1.62K +$39.1K +259 +2%
OAM
417
Optimal Asset Management
California
$1.55K +$1.29M +8,511 +217%
PMFA
418
Plante Moran Financial Advisors
Michigan
$1K
PA
419
Procyon Advisors
Connecticut
$1K
GWS
420
Glassman Wealth Services
Virginia
$1K +$302 +2 +33%
LWM
421
Liberty Wealth Management
California
$1K +$1.06K +7 New
HS
422
Horan Securities
United States
$1K +$1.51K +10 New
AA
423
AlphaMark Advisors
Kentucky
$1K +$1.81K +12 New
TPCW
424
TD Private Client Wealth
New York
$749 +$302 +2 +50%
FGAM
425
Financial Gravity Asset Management
Texas
$172 +$151 +1 New