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Sun Communities

458 hedge funds and large institutions have $16.8B invested in Sun Communities in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 134

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$931M)

3% more funds holding

Funds holding: 446458 (+12)

0.17% less ownership

Funds ownership: 96.88%96.71% (-0.17%)

73% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $80.6M

Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
8.04%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
61
Increased
208
Reduced
134
Closed
47
Calls
$21.7M
Puts
$80.6M
Net Calls
-$58.9M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Clearstead Advisors
Ohio
$9K +$8.71K +59 New
CWA
427
Carolina Wealth Advisors
South Carolina
$8K
EARNEST Partners
428
EARNEST Partners
Georgia
$8K
FRA
429
Front Row Advisors
California
$8K
IFAM
430
Institutional & Family Asset Management
Colorado
$8K +$886 +6 +12%
CH
431
Canton Hathaway
Rhode Island
$8K +$7.83K +53 New
BMD
432
Better Money Decisions
New Mexico
$8K +$8.12K +55 New
Nisa Investment Advisors
433
Nisa Investment Advisors
Missouri
$7.78K -$572K -3,871 -7%
TPCW
434
TD Private Client Wealth
New York
$7.35K +$1.92K +13 +36%
EWA
435
Evolution Wealth Advisors
Florida
$7K +$6.5K +44 New
NIC
436
Northwest Investment Counselors
Oregon
$7K +$7.09K +48 New
MAM
437
Meeder Asset Management
Ohio
$6K -$23.2K -157 -80%
CA
438
Centerpoint Advisors
Massachusetts
$6K
FMII
439
Farmers & Merchants Investments Inc
Nebraska
$5K
ZB
440
Zions Bancorporation
Utah
$5K
Jones Financial Companies
441
Jones Financial Companies
Missouri
$4K -$886 -6 -20%
CI
442
CX Institutional
Indiana
$4K
PMFA
443
Plante Moran Financial Advisors
Michigan
$4K
WCM
444
Wealthcare Capital Management
Virginia
$4K +$3.54K +24 New
SIAP
445
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$3.69K +25 New
WWMSC
446
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$3.99K +27 New
FCA
447
FinTrust Capital Advisors
South Carolina
$3K
VFA
448
Valeo Financial Advisors
Indiana
$3K
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.81K +19 New
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.81K +19 New