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Sun Communities

527 hedge funds and large institutions have $16.6B invested in Sun Communities in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $13.7M

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.06B)

6% more funds holding

Funds holding: 498527 (+29)

0.86% more ownership

Funds ownership: 98.85%99.71% (+0.86%)

1% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 189

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
527
Holders Change
+29
Holders Change %
+5.82%
% of All Funds
7.68%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
89
Increased
187
Reduced
189
Closed
56
Calls
$66.6M
Puts
$13.7M
Net Calls
+$52.9M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
401
Raymond James Financial Services Advisors
Florida
$239K +$6.63K +55 +3%
CCA
402
Checchi Capital Advisers
California
$237K -$8.79K -73 -4%
GT
403
Greenleaf Trust
Michigan
$236K +$212K +1,763 New
CIBC Private Wealth Group
404
CIBC Private Wealth Group
Georgia
$235K +$212K +1,760 New
FM
405
Foster & Motley
Ohio
$234K -$238K -1,976 -53%
AAIM
406
American Assets Investment Management
California
$233K -$108K -898 -34%
WA
407
Wealth Alliance
New York
$231K +$208K +1,727 New
B
408
Bailard
California
$227K
CTC
409
Cetera Trust Company
Minnesota
$225K +$203K +1,685 New
CCG
410
Cypress Capital Group
Florida
$221K +$199K +1,655 New
VEA
411
Virtus ETF Advisers
New York
$219K +$11.7K +97 +6%
BL
412
BFSG LLC
California
$215K +$194K +1,610 New
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$213K +$72K +598 +60%
CNBT
414
Canandaigua National Bank & Trust
New York
$211K +$190K +1,578 New
HAG
415
HighPoint Advisor Group
Illinois
$208K +$199K +1,654 New
CC
416
Centiva Capital
New York
$204K +$184K +1,530 New
BRWA
417
B. Riley Wealth Advisors
Florida
$204K -$28.2K -234 -13%
RJT
418
Raymond James Trust
Florida
$203K +$183K +1,521 New
BCM
419
Buckhead Capital Management
Georgia
$200K +$181K +1,500 New
NA
420
NewEdge Advisors
Louisiana
$198K +$17.6K +146 +11%
QCG
421
Quadrant Capital Group
Ohio
$182K -$20.6K -171 -11%
PS
422
Principal Securities
Iowa
$172K +$155K +1,288 New
CF
423
Centaurus Financial
California
$170K +$17.5K +145 +13%
AIG
424
American International Group
New York
$166K -$4.09K -34 -3%
LFA
425
LGT Financial Advisors
Texas
$162K +$2.65K +22 +2%