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Sun Communities

510 hedge funds and large institutions have $17B invested in Sun Communities in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $8.36M | Put options by funds: $5.28M

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

6% more capital invested

Capital invested by funds: $16B → $17B (+$975M)

1.13% more ownership

Funds ownership: 96.16%97.29% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 182

0% more funds holding

Funds holding: 508510 (+2)

Holders
510
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
8.2%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.39%
New
69
Increased
196
Reduced
182
Closed
57
Calls
$8.36M
Puts
$5.28M
Net Calls
+$3.08M
Net Calls Change
-$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
401
Vestmark Advisory Solutions
Massachusetts
$208K +$199K +1,456 New
LWAM
402
Legacy Wealth Asset Management
Minnesota
$205K +$196K +1,437 New
LFA
403
LGT Financial Advisors
Texas
$205K +$196K +1,436 New
GT
404
Greenleaf Trust
Michigan
$204K +$195K +1,426 New
WFI
405
West Family Investments
California
$202K -$34.7K -254 -15%
SC
406
Steph & Co
Wisconsin
$192K +$32K +234 +21%
AIG
407
American International Group
New York
$179K -$3.41K -25 -2%
O
408
Ossiam
France
$168K
MFG
409
Mendota Financial Group
Wisconsin
$164K +$157K +1,146 New
Lazard Asset Management
410
Lazard Asset Management
New York
$161K +$154K +1,127 New
TSW
411
Thompson Siegel & Walmsley
Virginia
$158K -$4.1K -30 -3%
ZIG
412
Zullo Investment Group
Pennsylvania
$157K
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$153K +$57.6K +422 +65%
ETH
414
Exos TFP Holdings
New York
$146K +$6.83K +50 +5%
Northwestern Mutual Wealth Management
415
Northwestern Mutual Wealth Management
Wisconsin
$144K +$47K +344 +52%
PMAM
416
Picton Mahoney Asset Management
Ontario, Canada
$143K -$3.36M -24,590 -96%
MHR
417
Matthew Hamilton Rosenberg
$135K
BWA
418
BDO Wealth Advisors
Florida
$134K
RFA
419
Resurgent Financial Advisors
Georgia
$128K -$113K -831 -48%
HWA
420
Heritage Wealth Advisors
Virginia
$114K
First Manhattan
421
First Manhattan
New York
$113K +$5.46K +40 +5%
OIA
422
Optimum Investment Advisors
Illinois
$111K
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$96K
WAM
424
Wolverine Asset Management
Illinois
$95.2K -$968K -7,089 -91%
T
425
TOBAM
France
$89K