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Sun Communities

508 hedge funds and large institutions have $16B invested in Sun Communities in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 201 increasing their positions, 174 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $7.2M

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

16% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 174

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1% more funds holding

Funds holding: 502508 (+6)

1.04% less ownership

Funds ownership: 97.2%96.16% (-1%)

15% less capital invested

Capital invested by funds: $18.8B → $16B (-$2.79B)

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.75%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
65
Increased
201
Reduced
174
Closed
55
Calls
$20.1M
Puts
$7.2M
Net Calls
+$12.9M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
T
426
TOBAM
France
$84K
BC
427
Bartlett & Co
Ohio
$79K
FF
428
FourThought Financial
Florida
$79K +$3.8K +24 +4%
BCWM
429
Bartlett & Co Wealth Management
Ohio
$78.4K
Bank Julius Baer & Co
430
Bank Julius Baer & Co
Switzerland
$75K -$1.42K -9 -2%
C
431
Covestor
United Kingdom
$75K +$73.9K +467 +563%
PMFA
432
Plante Moran Financial Advisors
Michigan
$69K -$2.06K -13 -2%
AA
433
Addison Advisors
Vermont
$68K +$79.1K +500 New
AA
434
Alta Advisers
United Kingdom
$68K +$79.1K +500 New
HNWAG
435
High Net Worth Advisory Group
Florida
$67K
National Bank of Canada
436
National Bank of Canada
Quebec, Canada
$58K
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$52K -$21.5K -136 -26%
LC
438
Lindbrook Capital
California
$45K +$27.5K +174 +109%
PA
439
Parallel Advisors
California
$43K -$9.49K -60 -16%
SFO
440
Standard Family Office
South Dakota
$41K +$47.6K +301 New
Bank of Montreal
441
Bank of Montreal
Ontario, Canada
$40.5K +$6.43M +40,684 +20%
FHA
442
First Horizon Advisors
Tennessee
$39K -$3.95K -25 -8%
CFGS
443
Concourse Financial Group Securities
Alabama
$38K +$5.85K +37 +15%
SWM
444
Sugarloaf Wealth Management
Georgia
$37K +$2.53K +16 +6%
Bessemer Group
445
Bessemer Group
New Jersey
$37K +$38.9K +246 +820%
QC
446
Quent Capital
New York
$36K
MAM
447
Meeder Asset Management
Ohio
$32K
CFO
448
CVA Family Office
Colorado
$32K +$31.6K +200 +571%
TWC
449
TD Waterhouse Canada
Ontario, Canada
$31.4K
TPCW
450
TD Private Client Wealth
New York
$31.4K +$5.54K +35 +18%