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Sun Communities

510 hedge funds and large institutions have $17B invested in Sun Communities in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $8.36M | Put options by funds: $5.28M

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

6% more capital invested

Capital invested by funds: $16B → $17B (+$975M)

1.13% more ownership

Funds ownership: 96.16%97.29% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 182

0% more funds holding

Funds holding: 508510 (+2)

Holders
510
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
8.2%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.39%
New
69
Increased
196
Reduced
182
Closed
57
Calls
$8.36M
Puts
$5.28M
Net Calls
+$3.08M
Net Calls Change
-$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
426
Bartlett & Co Wealth Management
Ohio
$84.2K
BC
427
Bartlett & Co
Ohio
$84K
CS
428
Comerica Securities
Michigan
$81K +$76.9K +563 New
Bank Julius Baer & Co
429
Bank Julius Baer & Co
Switzerland
$81K +$1.23K +9 +2%
PPC
430
Park Place Capital
Alabama
$76K +$72.7K +532 New
C
431
Covestor
United Kingdom
$74K -$4.51K -33 -6%
PMFA
432
Plante Moran Financial Advisors
Michigan
$72.8K
AA
433
Alta Advisers
United Kingdom
$72K
HNWAG
434
High Net Worth Advisory Group
Florida
$70.6K
PA
435
Parallel Advisors
California
$65.1K +$19K +139 +44%
National Bank of Canada
436
National Bank of Canada
Quebec, Canada
$65.1K +$3.55K +26 +6%
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$55.1K
AIM
438
Achmea Investment Management
Netherlands
$47K -$1.36M -9,945 -97%
CFGS
439
Concourse Financial Group Securities
Alabama
$43.3K +$3.14K +23 +8%
SWM
440
Sugarloaf Wealth Management
Georgia
$41.8K +$3.14K +23 +9%
3IP
441
3Chopt Investment Partners
Virginia
$40.7K +$38.6K +283 New
FHA
442
First Horizon Advisors
Tennessee
$39.8K -$956 -7 -2%
TPCW
443
TD Private Client Wealth
New York
$36.6K +$3.28K +24 +10%
SWM
444
Spire Wealth Management
Virginia
$34K +$12.3K +90 +62%
HFM
445
Harvest Fund Management
China
$32K
CB
446
Community Bank
New York
$31.6K
JFGIW
447
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.5K +$23.2K +170 +486%
NA
448
NewEdge Advisors
Louisiana
$29.1K +$51.4K +376 New
LC
449
Lindbrook Capital
California
$28.2K -$18.6K -136 -41%
AWM
450
Accurate Wealth Management
Florida
$27.3K +$25.9K +190 New