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Sun Communities

508 hedge funds and large institutions have $16B invested in Sun Communities in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 201 increasing their positions, 174 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $7.2M

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

16% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 174

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1% more funds holding

Funds holding: 502508 (+6)

1.04% less ownership

Funds ownership: 97.2%96.16% (-1%)

15% less capital invested

Capital invested by funds: $18.8B → $16B (-$2.79B)

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.75%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
65
Increased
201
Reduced
174
Closed
55
Calls
$20.1M
Puts
$7.2M
Net Calls
+$12.9M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
401
West Family Investments
California
$226K +$264K +1,667 New
ETC
402
Exchange Traded Concepts
Oklahoma
$219K +$9.65K +61 +4%
EI
403
Ellevest Inc
New York
$218K +$68.8K +435 +37%
B
404
Bailard
California
$217K
IB
405
Intrust Bank
Kansas
$213K -$43.8K -277 -15%
BCM
406
Buckhead Capital Management
Georgia
$203K
PMA
407
Prudent Man Advisors
Illinois
$200K +$234K +1,479 New
SWM
408
Selective Wealth Management
Virginia
$179K -$47.4K -300 -18%
AIG
409
American International Group
New York
$173K +$3.32K +21 +2%
O
410
Ossiam
France
$159K +$186K +1,178 New
TSW
411
Thompson Siegel & Walmsley
Virginia
$154K -$44.8K -283 -20%
SC
412
Steph & Co
Wisconsin
$150K +$4.9K +31 +3%
ZIG
413
Zullo Investment Group
Pennsylvania
$149K
QCG
414
Quadrant Capital Group
Ohio
$134K -$76.4K -483 -33%
ETH
415
Exos TFP Holdings
New York
$131K +$154K +971 New
BWA
416
BDO Wealth Advisors
Florida
$127K
MHR
417
Matthew Hamilton Rosenberg
$127K +$791 +5 +0.5%
HWA
418
Heritage Wealth Advisors
Virginia
$108K
OIA
419
Optimum Investment Advisors
Illinois
$105K
WFA
420
Wipfli Financial Advisors
Wisconsin
$105K +$122K +770 New
First Manhattan
421
First Manhattan
New York
$101K
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.8K
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$90K -$7.75K -49 -7%
BAMF
424
BI Asset Management Fondsmaeglerselskab
Denmark
$90K
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$88K -$8.54K -54 -8%