We are live on ! Find out more
SUI icon

Sun Communities

525 hedge funds and large institutions have $24.4B invested in Sun Communities in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $5.96M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

84% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 134

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

20% more capital invested

Capital invested by funds: $20.3B → $24.4B (+$4.12B)

8% more funds holding

Funds holding: 488525 (+37)

6% more ownership

Funds ownership: 94.66%100.66% (+6%)

Holders
525
Holders Change
+37
Holders Change %
+7.58%
% of All Funds
8.08%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
85
Increased
247
Reduced
134
Closed
43
Calls
$15.7M
Puts
$5.96M
Net Calls
+$9.75M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
426
Moody Aldrich Partners
Massachusetts
$240K -$3.35K -17 -1%
WA
427
Wealth Alliance
New York
$235K +$2.95K +15 +1%
MPM
428
MBB Public Markets
Illinois
$232K +$218K +1,106 New
ZIG
429
Zullo Investment Group
Pennsylvania
$231K +$217K +1,100 New
SWP
430
Stratos Wealth Partners
Ohio
$229K +$1.58K +8 +0.7%
QCG
431
Quadrant Capital Group
Ohio
$227K +$31.1K +158 +17%
DILIC
432
Dai-ichi Life Insurance Company
Japan
$224K +$210K +1,068 New
ATFA
433
All Terrain Financial Advisors
Minnesota
$218K +$205K +1,039 New
BIP
434
Blueprint Investment Partners
North Carolina
$218K +$61.8K +314 +43%
HT
435
HighTower Trust
Texas
$214K +$201K +1,021 New
CAM
436
Cresset Asset Management
Illinois
$213K -$287K -1,457 -59%
CRIG
437
Charter Research & Investment Group
Connecticut
$210K +$197K +1,000 New
MA
438
MBA Advisors
Pennsylvania
$210K +$197K +1,000 New
RJT
439
Raymond James Trust
Florida
$206K +$194K +983 New
BPA
440
Beacon Pointe Advisors
California
$204K +$191K +970 New
CP
441
Covenant Partners
Tennessee
$202K +$190K +964 New
MHR
442
Matthew Hamilton Rosenberg
$197K -$114K -579 -38%
BWA
443
BDO Wealth Advisors
Florida
$197K
SC
444
Steph & Co
Wisconsin
$186K +$72.9K +370 +72%
HWA
445
Heritage Wealth Advisors
Virginia
$168K
OIA
446
Optimum Investment Advisors
Illinois
$163K
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$136K -$8.67K -44 -6%
Bank Julius Baer & Co
448
Bank Julius Baer & Co
Switzerland
$119K -$396K -2,011 -78%
NICM
449
Neo Ivy Capital Management
New York
$119K +$111K +565 New
FF
450
FourThought Financial
Florida
$118K -$9.45K -48 -8%