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Sun Communities
SUI

Overview Fund Activity

437 hedge funds and large institutions have $12.5B invested in Sun Communities in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 169 reducing their positions, and 51 closing their positions.

Holders
437
Holders Change
+7
Holders Change %
+1.63%
% of All Funds
8.98%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.25%
New
63
Increased
155
Reduced
169
Closed
51
Calls
$18.1M
Puts
$38.3M
Net Calls
-$20.2M
Net Calls Change
-$31.2M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$322M
2
American Century Companies
2
American Century Companies
Missouri
$270M
3
Cohen & Steers
3
Cohen & Steers
New York
$305M
4
ESCM
4
Echo Street Capital Management
New York
$76.5M
5
SIG
5
Senator Investment Group
New York
$67.8M

Top Sellers

1
Invesco
1
Invesco
Georgia
$144M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$88.2M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$23.7M
4
Aristotle Capital Management
4
Aristotle Capital Management
California
$355M
5
Charles Schwab
5
Charles Schwab
California
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
SL
401
Savior LLC
Massachusetts
$8K 61 – –
SIAS
402
Shine Investment Advisory Services
Colorado
$8K 62 – –
TL
403
TrueWealth LLC
Georgia
$7K 54 -37 -41%
EARNEST Partners
404
EARNEST Partners
Georgia
$7K 50 -36 -42%
CWA
405
Carolina Wealth Advisors
South Carolina
$7K 51 – –
CI
406
CX Institutional
Indiana
$7K 48 +19 +66%
OPS
407
Orion Portfolio Solutions
Nebraska
$6K 43 -84 -66%
IFAM
408
Institutional & Family Asset Management
Colorado
$6K 44 -14 -24%
FRA
409
Front Row Advisors
California
$6K 46 -7 -13%
CA
410
Centerpoint Advisors
Massachusetts
$6K 42 – –
SFG
411
Sowa Financial Group
Rhode Island
$6K 47 – –
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$6K 42 +11 +35%
WB
413
Webster Bank
Connecticut
$5K 40 – –
CFD
414
Creative Financial Designs
Indiana
$5K 35 +35 New
SC
415
Stralem & Co
New York
$4K 30 – –
VFA
416
Valeo Financial Advisors
Indiana
$4K 29 +6 +26%
BFEC
417
Benjamin F. Edwards & Company
Missouri
$4K 27 +11 +69%
ZB
418
Zions Bancorporation
Utah
$4K 33 +33 New
FCA
419
FinTrust Capital Advisors
South Carolina
$3K 19 – –
WAMC
420
Western Asset Management Company
California
$3K 17 +17 New
HF
421
Halpern Financial
Virginia
$2.04K 15 +15 New
SFS
422
Sowell Financial Services
Arkansas
$2K 15 – –
TFGT
423
TS Financial Group (TSFG)
Illinois
$2K 16 +1 +7%
EI
424
Ellevest Inc
New York
$2K 12 +12 New
HIM
425
Hillsdale Investment Management
Ontario, Canada
$1K 5 -10 -67%
15 16
17
18 19