We are live on ! Find out more
SUI icon

Sun Communities

503 hedge funds and large institutions have $17B invested in Sun Communities in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.4M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

1.14% more ownership

Funds ownership: 97.29%98.43% (+1.1%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $17B → $17B (+$16.3M)

1% less funds holding

Funds holding: 510503 (-7)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
503
Holders Change
-7
Holders Change %
-1.37%
% of All Funds
8.02%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.24%
New
55
Increased
202
Reduced
172
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
Maple Capital Management
Vermont
$209K
LCM
402
Landscape Capital Management
New Jersey
$208K +$216K +1,479 New
SCA
403
Snowden Capital Advisors
New York
$208K +$1.46K +10 +0.7%
CP
404
Covenant Partners
Tennessee
$207K +$215K +1,471 New
GT
405
Greenleaf Trust
Michigan
$207K +$6.14K +42 +3%
VAS
406
Vestmark Advisory Solutions
Massachusetts
$205K -$438 -3 -0.2%
BFG
407
Bleakley Financial Group
New Jersey
$204K +$212K +1,448 New
SS
408
Simplicity Solutions
Minnesota
$204K +$212K +1,448 New
LWAM
409
Legacy Wealth Asset Management
Minnesota
$202K
NA
410
NewEdge Advisors
Louisiana
$191K +$143K +979 +260%
SC
411
Steph & Co
Wisconsin
$189K
AIG
412
American International Group
New York
$173K -$3.8K -26 -2%
TSW
413
Thompson Siegel & Walmsley
Virginia
$156K
T
414
TOBAM
France
$156K +$70.9K +485 +78%
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$154K +$3.21K +22 +2%
DFCM
416
Dark Forest Capital Management
Puerto Rico
$152K -$1.11M -7,622 -88%
PMAM
417
Picton Mahoney Asset Management
Ontario, Canada
$141K
First Manhattan
418
First Manhattan
New York
$125K +$14.6K +100 +13%
MFG
419
Mendota Financial Group
Wisconsin
$125K -$63.3K -433 -38%
BWA
420
BDO Wealth Advisors
Florida
$122K -$10.2K -70 -7%
OIA
421
Optimum Investment Advisors
Illinois
$109K
Bank Julius Baer & Co
422
Bank Julius Baer & Co
Switzerland
$80K
National Bank of Canada
423
National Bank of Canada
Quebec, Canada
$77.3K +$13.7K +94 +21%
MHR
424
Matthew Hamilton Rosenberg
$76.5K -$58.2K -398 -42%
PPC
425
Park Place Capital
Alabama
$74.9K