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Sun Communities

525 hedge funds and large institutions have $24.4B invested in Sun Communities in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $5.96M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

84% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 134

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

20% more capital invested

Capital invested by funds: $20.3B → $24.4B (+$4.12B)

8% more funds holding

Funds holding: 488525 (+37)

6% more ownership

Funds ownership: 94.66%100.66% (+6%)

Holders
525
Holders Change
+37
Holders Change %
+7.58%
% of All Funds
8.08%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
85
Increased
247
Reduced
134
Closed
43
Calls
$15.7M
Puts
$5.96M
Net Calls
+$9.75M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
401
Vestmark Advisory Solutions
Massachusetts
$308K +$17.7K +90 +7%
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$307K
TSS
403
Two Sigma Securities
New York
$303K -$114K -577 -29%
CIBC World Market
404
CIBC World Market
Ontario, Canada
$303K +$284K +1,443 New
ETC
405
Exchange Traded Concepts
Oklahoma
$303K +$285K +1,445 New
ATPW
406
Ashton Thomas Private Wealth
Arizona
$302K +$8.86K +45 +3%
TSW
407
Thompson Siegel & Walmsley
Virginia
$298K -$5.12K -26 -2%
LS
408
Livforsakringsbolaget Skandia
Sweden
$294K
JIP
409
Jaffetilchin Investment Partners
Florida
$284K
BRWA
410
B. Riley Wealth Advisors
Florida
$282K +$13.2K +67 +5%
HR
411
Hayden Royal
North Carolina
$281K +$26K +132 +11%
AIS
412
American Investment Services
Massachusetts
$277K
FAFN
413
First Affirmative Financial Network
Colorado
$274K +$11.4K +58 +5%
CA
414
Cetera Advisors
Colorado
$273K +$256K +1,300 New
LWAM
415
Legacy Wealth Asset Management
Minnesota
$265K -$8.27K -42 -3%
X
416
Xponance
Pennsylvania
$261K +$2.76K +14 +1%
IAA
417
Independent Advisor Alliance
North Carolina
$259K +$788 +4 +0.3%
AIG
418
American International Group
New York
$258K -$8.86K -45 -4%
EI
419
Ellevest Inc
New York
$256K +$43.5K +221 +22%
PCS
420
Personal CFO Solutions
New Jersey
$254K +$238K +1,209 New
AAIM
421
American Assets Investment Management
California
$253K +$237K +1,204 New
TMAM
422
Tokio Marine Asset Management
Japan
$250K +$11.2K +57 +5%
CCM
423
Coldstream Capital Management
Washington
$250K +$235K +1,191 New
CNC
424
Canandaigua National Corp
New York
$245K -$2.56K -13 -1%
PL
425
Pluribus Labs
California
$241K +$226K +1,146 New