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Sun Communities

488 hedge funds and large institutions have $20.3B invested in Sun Communities in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 150

7% more funds holding

Funds holding: 454488 (+34)

6% more capital invested

Capital invested by funds: $19.2B → $20.3B (+$1.15B)

5.32% less ownership

Funds ownership: 99.98%94.66% (-5.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

36% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $29.5M

Holders
488
Holders Change
+34
Holders Change %
+7.49%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
66
Increased
205
Reduced
150
Closed
27
Calls
$18.8M
Puts
$29.5M
Net Calls
-$10.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
426
FourThought Financial
Florida
$113K
BCWM
427
Bartlett & Co Wealth Management
Ohio
$112K
BC
428
Bartlett & Co
Ohio
$111K
BU
429
BBVA USA
Alabama
$96K +$5.02K +26 +5%
SC
430
Steph & Co
Wisconsin
$96K +$99.8K +517 New
PA
431
Parallel Advisors
California
$82K +$31.6K +164 +59%
Lazard Asset Management
432
Lazard Asset Management
New York
$71K +$6.56K +34 +10%
T
433
TOBAM
France
$61K
OSAM
434
O'Shaughnessy Asset Management
Connecticut
$57K +$35.5K +184 +150%
CB
435
Community Bank
New York
$56K
Robeco Institutional Asset Management
436
Robeco Institutional Asset Management
Netherlands
$56K
PCG
437
Private Capital Group
Connecticut
$55K -$193 -1 -0.3%
MCM
438
Manchester Capital Management
Vermont
$51K +$52.9K +274 New
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.1K
CFGS
440
Concourse Financial Group Securities
Alabama
$45K +$8.11K +42 +21%
COCM
441
Charter Oak Capital Management
New Hampshire
$40K
BCA
442
Berman Capital Advisors
Georgia
$39K +$13.7K +71 +50%
FHA
443
First Horizon Advisors
Tennessee
$37K +$26.2K +136 +219%
LC
444
Lindbrook Capital
California
$35K
MA
445
MUFG Americas
New York
$34K +$32.6K +169 +1,127%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$31K +$193 +1 +0.6%
AIM
447
Achmea Investment Management
Netherlands
$25K +$26.8K +139 New
FPS
448
Fieldpoint Private Securities
Connecticut
$23K -$2.7K -14 -10%
CA
449
Clearstead Advisors
Ohio
$21K +$21.6K +112 +3,733%
GWS
450
Glassman Wealth Services
Virginia
$19K