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Sun Communities

496 hedge funds and large institutions have $14.5B invested in Sun Communities in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 205 increasing their positions, 166 reducing their positions, and 58 closing their positions.

Holders
496
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
7.91%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
55
Increased
205
Reduced
166
Closed
58
Calls
$12.1M
Puts
$11.8M
Net Calls
+$320K
Net Calls Change
+$2.56M
Name Market Value Shares Shares
Change
Shares
Change %
AIG
401
American International Group
New York
$151K 1,277 -78 -6%
BCP
402
Blue Chip Partners
Michigan
$147K 1,245 -46 -4%
LFA
403
LGT Financial Advisors
Texas
$141K 1,191 +1,191 New
MFG
404
Mendota Financial Group
Wisconsin
$136K 1,146
CF
405
Centaurus Financial
California
$134K 1,129 +101 +10%
TSW
406
Thompson Siegel & Walmsley
Virginia
$131K 1,107
Bessemer Group
407
Bessemer Group
New Jersey
$122K 1,032
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$117K 992 -98 -9%
CA
409
Clearstead Advisors
Ohio
$117K 986 +263 +36%
PMAM
410
Picton Mahoney Asset Management
Ontario, Canada
$116K 980
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$115K 974 -606 -38%
First Manhattan
412
First Manhattan
New York
$112K 946 +56 +6%
DGAM
413
Desjardins Global Asset Management
Quebec, Canada
$107K 907 +907 New
SWM
414
Sugarloaf Wealth Management
Georgia
$100K 849 +215 +34%
OIA
415
Optimum Investment Advisors
Illinois
$91.7K 775
Bank Julius Baer & Co
416
Bank Julius Baer & Co
Switzerland
$68K 573 +17 +3%
C
417
Covestor
United Kingdom
$68K 571 +68 +14%
MHR
418
Matthew Hamilton Rosenberg
$63.7K 538 -5 -0.9%
PPC
419
Park Place Capital
Alabama
$63.5K 537 +28 +6%
PMFA
420
Plante Moran Financial Advisors
Michigan
$60.2K 509
AA
421
Alta Advisers
United Kingdom
$59.2K 500
SWM
422
Spire Wealth Management
Virginia
$55K 465 +235 +102%
BC
423
Bartlett & Co
Ohio
$55K 461
BCWM
424
Bartlett & Co Wealth Management
Ohio
$55K 461
T
425
TOBAM
France
$54K 453 -416 -48%