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Sun Communities

458 hedge funds and large institutions have $16.8B invested in Sun Communities in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 134

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$931M)

3% more funds holding

Funds holding: 446458 (+12)

0.17% less ownership

Funds ownership: 96.88%96.71% (-0.17%)

73% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $80.6M

Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
8.04%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
61
Increased
208
Reduced
134
Closed
47
Calls
$21.7M
Puts
$80.6M
Net Calls
-$58.9M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
T
401
TOBAM
France
$49K
CFD
402
Creative Financial Designs
Indiana
$48K +$42.2K +286 +817%
HFM
403
Harvest Fund Management
China
$47K
CB
404
Community Bank
New York
$45K
PCG
405
Private Capital Group
Connecticut
$43K -$26.4K -179 -39%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$43K
CFGS
407
Concourse Financial Group Securities
Alabama
$33K -$1.03K -7 -3%
COCM
408
Charter Oak Capital Management
New Hampshire
$32K
RFA
409
Reilly Financial Advisors
California
$30K
FHC
410
First Horizon Corporation
Tennessee
$29K +$1.48K +10 +5%
LC
411
Lindbrook Capital
California
$28K +$6.2K +42 +29%
PFBT
412
Parkside Financial Bank & Trust
Missouri
$25K
CFA
413
Carroll Financial Associates
North Carolina
$25K +$24.8K +168 New
CAC
414
Certified Advisory Corp
Florida
$22K +$21.6K +146 New
BCA
415
Berman Capital Advisors
Georgia
$21K +$5.32K +36 +34%
FPS
416
Fieldpoint Private Securities
Connecticut
$19K
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$18K +$6.79K +46 +60%
SWM
418
Spire Wealth Management
Virginia
$17K +$16.5K +112 New
GWS
419
Glassman Wealth Services
Virginia
$15K -$13.1K -89 -47%
AA
420
Ancora Advisors
Ohio
$15K
POIA
421
Pin Oak Investment Advisors
Texas
$11K
TCOV
422
Trust Company of Vermont
Vermont
$11K
FHA
423
First Horizon Advisors
Tennessee
$10K -$2.07K -14 -17%
JWM
424
Janiczek Wealth Management
Colorado
$10K +$5.91K +40 +143%
SL
425
Savior LLC
Massachusetts
$9K