We are live on ! Find out more
SUI icon

Sun Communities

523 hedge funds and large institutions have $20.5B invested in Sun Communities in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 211 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $12.6M

17% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 181

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

0.7% more ownership

Funds ownership: 100.66%101.36% (+0.7%)

0% less funds holding

Funds holding: 525523 (-2)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

16% less capital invested

Capital invested by funds: $24.4B → $20.5B (-$3.89B)

Holders
523
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.25%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
59
Increased
211
Reduced
181
Closed
56
Calls
$16.2M
Puts
$12.6M
Net Calls
+$3.55M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$278K +$23K +124 +8%
S
402
SignatureFD
Georgia
$270K -$32.5K -175 -10%
MAP
403
Moody Aldrich Partners
Massachusetts
$265K +$68.8K +370 +32%
BCM
404
Buckhead Capital Management
Georgia
$263K
VAS
405
Vestmark Advisory Solutions
Massachusetts
$262K +$4.83K +26 +2%
ETC
406
Exchange Traded Concepts
Oklahoma
$260K +$7.06K +38 +3%
BRWA
407
B. Riley Wealth Advisors
Florida
$258K +$22.9K +123 +9%
CC
408
Centiva Capital
New York
$258K +$274K +1,472 New
TSW
409
Thompson Siegel & Walmsley
Virginia
$249K
RFA
410
Resurgent Financial Advisors
Georgia
$249K +$264K +1,420 New
LS
411
Livforsakringsbolaget Skandia
Sweden
$245K
FAFN
412
First Affirmative Financial Network
Colorado
$241K +$13.4K +72 +6%
WA
413
Wealth Alliance
New York
$238K +$43.9K +236 +21%
TMAM
414
Tokio Marine Asset Management
Japan
$234K +$26.9K +145 +12%
PCS
415
Personal CFO Solutions
New Jersey
$233K +$22.3K +120 +10%
AIS
416
American Investment Services
Massachusetts
$232K
CA
417
Cetera Advisors
Colorado
$231K +$3.35K +18 +1%
X
418
Xponance
Pennsylvania
$230K +$12.5K +67 +5%
GTCM
419
Gyon Technologies Capital Management
New Jersey
$228K +$241K +1,299 New
AWS
420
Atria Wealth Solutions
New York
$225K +$237K +1,275 New
BC
421
Bridgefront Capital
Texas
$224K +$238K +1,278 New
SCA
422
Snowden Capital Advisors
New York
$222K +$235K +1,263 +18,043%
LWAM
423
Legacy Wealth Asset Management
Minnesota
$220K -$1.49K -8 -0.6%
JIP
424
Jaffetilchin Investment Partners
Florida
$218K +$5.76K +31 +2%
IAA
425
Independent Advisor Alliance
North Carolina
$217K +$186 +1 +0.1%