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Sun Communities

462 hedge funds and large institutions have $12.8B invested in Sun Communities in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 28

104% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $21.4M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more funds holding

Funds holding: 401462 (+61)

1% less capital invested

Capital invested by funds: $12.9B → $12.8B (-$82M)

2% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 155

3.8% less ownership

Funds ownership: 95.48%91.68% (-3.8%)

Holders
462
Holders Change
+61
Holders Change %
+15.21%
% of All Funds
9.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.22%
New
93
Increased
152
Reduced
155
Closed
28
Calls
$43.6M
Puts
$21.4M
Net Calls
+$22.2M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
426
Institutional & Family Asset Management
Colorado
$7K
SFG
427
Sowa Financial Group
Rhode Island
$7K +$7.32K +47 New
Rockefeller Capital Management
428
Rockefeller Capital Management
New York
$6K -$6.7K -43 -51%
CA
429
Centerpoint Advisors
Massachusetts
$6K
HGWM
430
Harvest Group Wealth Management
Massachusetts
$6K
BCA
431
Berman Capital Advisors
Georgia
$6K +$156 +1 +2%
JSC
432
Jackson Square Capital
California
$6K +$5.76K +37 New
WB
433
Webster Bank
Connecticut
$6K +$6.23K +40 New
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$5K
CI
435
Cordant Inc
Oregon
$5K +$4.98K +32 New
CI
436
CX Institutional
Indiana
$4K
GWM
437
Geneos Wealth Management
Colorado
$4K
Chevy Chase Trust
438
Chevy Chase Trust
Maryland
$4K +$4.21K +27 New
CA
439
CXI Advisors
Indiana
$4K +$4.52K +29 New
GDP
440
Great Diamond Partners
Maine
$4K +$5.14K +33 New
HIM
441
Hillsdale Investment Management
Ontario, Canada
$3K -$1.56K -10 -33%
FCA
442
FinTrust Capital Advisors
South Carolina
$3K
RFM
443
Royal Fund Management
Florida
$3K
VFA
444
Valeo Financial Advisors
Indiana
$3K
WAS
445
Winch Advisory Services
Wisconsin
$3K
FANJ
446
Financial Architects (New Jersey)
New Jersey
$3K +$1.71K +11 +122%
ECM
447
EII Capital Management
New York
$2.08K
TFGT
448
TS Financial Group (TSFG)
Illinois
$2K -$156 -1 -6%
BFEC
449
Benjamin F. Edwards & Company
Missouri
$2K
SFS
450
Sowell Financial Services
Arkansas
$2K