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Sun Communities

488 hedge funds and large institutions have $20.3B invested in Sun Communities in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 150

7% more funds holding

Funds holding: 454488 (+34)

6% more capital invested

Capital invested by funds: $19.2B → $20.3B (+$1.15B)

5.32% less ownership

Funds ownership: 99.98%94.66% (-5.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

36% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $29.5M

Holders
488
Holders Change
+34
Holders Change %
+7.49%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
66
Increased
205
Reduced
150
Closed
27
Calls
$18.8M
Puts
$29.5M
Net Calls
-$10.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
X
401
Xponance
Pennsylvania
$228K -$79.5K -412 -25%
IAA
402
Independent Advisor Alliance
North Carolina
$228K +$8.11K +42 +4%
HR
403
Hayden Royal
North Carolina
$223K +$232K +1,202 New
SW
404
SVB Wealth
Massachusetts
$222K -$40.9K -212 -15%
CNC
405
Canandaigua National Corp
New York
$218K -$34.9K -181 -13%
MAP
406
Moody Aldrich Partners
Massachusetts
$215K +$224K +1,160 New
SPC
407
Sigma Planning Corp
Michigan
$214K +$223K +1,155 New
PMA
408
Prudent Man Advisors
Illinois
$211K +$220K +1,142 New
TMAM
409
Tokio Marine Asset Management
Japan
$210K +$218K +1,132 New
NP
410
Ninepoint Partners
Ontario, Canada
$207K
CC
411
Centiva Capital
New York
$207K +$216K +1,121 New
Walleye Trading
412
Walleye Trading
New York
$205K +$214K +1,110 New
WA
413
Wealth Alliance
New York
$204K +$213K +1,105 New
SWP
414
Stratos Wealth Partners
Ohio
$200K +$209K +1,081 New
WFI
415
West Family Investments
California
$200K +$209K +1,083 New
FGAM
416
Financial Gravity Asset Management
Texas
$185K
EI
417
Ellevest Inc
New York
$185K +$147K +762 +320%
BWA
418
BDO Wealth Advisors
Florida
$173K
QCG
419
Quadrant Capital Group
Ohio
$171K -$12.5K -65 -7%
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$152K +$21.4K +111 +16%
HWA
421
Heritage Wealth Advisors
Virginia
$148K
OIA
422
Optimum Investment Advisors
Illinois
$143K
BIP
423
Blueprint Investment Partners
North Carolina
$134K +$140K +724 New
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$128K +$127K +660 +2,129%
HI
425
Harbour Investments
Wisconsin
$126K +$193 +1 +0.1%