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Sun Communities

523 hedge funds and large institutions have $20.5B invested in Sun Communities in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 211 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $12.6M

17% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 181

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

0.7% more ownership

Funds ownership: 100.66%101.36% (+0.7%)

0% less funds holding

Funds holding: 525523 (-2)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

16% less capital invested

Capital invested by funds: $24.4B → $20.5B (-$3.89B)

Holders
523
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.25%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
59
Increased
211
Reduced
181
Closed
56
Calls
$16.2M
Puts
$12.6M
Net Calls
+$3.55M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
426
Plante Moran Financial Advisors
Michigan
$215K +$134K +720 +141%
XT
427
XTX Topco
Cayman Islands
$215K +$228K +1,228 New
CI
428
Cigna Investments
Connecticut
$212K +$225K +1,212 New
AAIM
429
American Assets Investment Management
California
$211K
AIG
430
American International Group
New York
$210K -$6.13K -33 -3%
SWP
431
Stratos Wealth Partners
Ohio
$209K +$19.3K +104 +10%
RJT
432
Raymond James Trust
Florida
$208K +$38.5K +207 +21%
CNC
433
Canandaigua National Corp
New York
$203K -$929 -5 -0.4%
ZIG
434
Zullo Investment Group
Pennsylvania
$193K
CAM
435
CenterStar Asset Management
Illinois
$188K
QCG
436
Quadrant Capital Group
Ohio
$183K -$7.06K -38 -4%
PI
437
PEAK6 Investments
Illinois
$177K +$187K +1,007 New
BWA
438
BDO Wealth Advisors
Florida
$164K
MHR
439
Matthew Hamilton Rosenberg
$164K
SC
440
Steph & Co
Wisconsin
$155K
DFCM
441
Dark Forest Capital Management
Puerto Rico
$149K +$136K +733 +632%
HWA
442
Heritage Wealth Advisors
Virginia
$140K
OIA
443
Optimum Investment Advisors
Illinois
$136K
First Manhattan
444
First Manhattan
New York
$131K +$139K +750 New
AWA
445
Aaron Wealth Advisors
Illinois
$120K +$3.91M +21,034 New
BIP
446
Blueprint Investment Partners
North Carolina
$117K -$69.3K -373 -36%
NIM
447
NuWave Investment Management
New Jersey
$116K +$123K +663 New
BCWM
448
Bartlett & Co Wealth Management
Ohio
$106K +$112K +602 New
BC
449
Bartlett & Co
Ohio
$106K +$112K +602 New
NICM
450
Neo Ivy Capital Management
New York
$102K +$3.9K +21 +4%