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Sun Communities

432 hedge funds and large institutions have $13.1B invested in Sun Communities in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 159 increasing their positions, 160 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 93.56%94.91% (+1.3%)

5% more capital invested

Capital invested by funds: $12.5B → $13.1B (+$609M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 160

1% less funds holding

Funds holding: 438432 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

58% less call options, than puts

Call options by funds: $13.4M | Put options by funds: $31.7M

Holders
432
Holders Change
-6
Holders Change %
-1.37%
% of All Funds
8.72%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.22%
New
36
Increased
159
Reduced
160
Closed
36
Calls
$13.4M
Puts
$31.7M
Net Calls
-$18.3M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
401
Shine Investment Advisory Services
Colorado
$9K
PFS
402
Prospera Financial Services
Texas
$8K +$8.61K +60 New
CWA
403
Carolina Wealth Advisors
South Carolina
$7K
EARNEST Partners
404
EARNEST Partners
Georgia
$7K
FRA
405
Front Row Advisors
California
$7K +$574 +4 +9%
NIC
406
Northwest Investment Counselors
Oregon
$7K +$6.88K +48 New
CA
407
Centerpoint Advisors
Massachusetts
$6K
IFAM
408
Institutional & Family Asset Management
Colorado
$6K
WB
409
Webster Bank
Connecticut
$6K
ED
410
Exane Derivatives
France
$5.2K -$125K -873 -96%
CFD
411
Creative Financial Designs
Indiana
$5K
ZB
412
Zions Bancorporation
Utah
$5K
CI
413
CX Institutional
Indiana
$4K -$2.73K -19 -40%
FMII
414
Farmers & Merchants Investments Inc
Nebraska
$4K -$1.58K -11 -26%
Bessemer Group
415
Bessemer Group
New Jersey
$4K +$4.02K +28 New
VFA
416
Valeo Financial Advisors
Indiana
$3K -$861 -6 -21%
SFS
417
Sowell Financial Services
Arkansas
$2K
TFGT
418
TS Financial Group (TSFG)
Illinois
$2K
HIM
419
Hillsdale Investment Management
Ontario, Canada
$2K +$1.43K +10 +200%
NIM
420
NuWave Investment Management
New Jersey
$2K +$2.29K +16 New
RA
421
Rational Advisors
New York
$2K +$2.29K +16 New
FCH
422
Freestone Capital Holdings
Washington
$1.41K +$1.43K +10 New
CWC
423
Carolinas Wealth Consulting
North Carolina
$1K
GT
424
Glenmede Trust
Pennsylvania
$1K
HGWM
425
Harvest Group Wealth Management
Massachusetts
$1K