We are live on ! Find out more
SUI icon

Sun Communities

503 hedge funds and large institutions have $17B invested in Sun Communities in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.4M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

1.14% more ownership

Funds ownership: 97.29%98.43% (+1.1%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $17B → $17B (+$16.3M)

1% less funds holding

Funds holding: 510503 (-7)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
503
Holders Change
-7
Holders Change %
-1.37%
% of All Funds
8.02%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.24%
New
55
Increased
202
Reduced
172
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
426
Plante Moran Financial Advisors
Michigan
$71.7K
AA
427
Alta Advisers
United Kingdom
$70.4K
SWM
428
Sugarloaf Wealth Management
Georgia
$68.8K +$28.6K +196 +67%
CA
429
Clearstead Advisors
Ohio
$68K +$62.1K +425 +733%
ETH
430
Exos TFP Holdings
New York
$66.2K -$80.5K -551 -54%
BCWM
431
Bartlett & Co Wealth Management
Ohio
$65.4K -$18.1K -124 -21%
BC
432
Bartlett & Co
Ohio
$65K -$18.1K -124 -21%
ETC
433
Exchange Traded Concepts
Oklahoma
$64.4K -$233K -1,595 -78%
PA
434
Parallel Advisors
California
$60.6K -$3.65K -25 -5%
HWA
435
Heritage Wealth Advisors
Virginia
$56.4K -$58.5K -400 -50%
C
436
Covestor
United Kingdom
$56K -$17.1K -117 -23%
AIM
437
Achmea Investment Management
Netherlands
$50K
FDCDDQ
438
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.9K -$46.3K -317 -47%
FHA
439
First Horizon Advisors
Tennessee
$43.1K +$4.09K +28 +10%
CFGS
440
Concourse Financial Group Securities
Alabama
$40.1K -$2.63K -18 -6%
HT
441
Headlands Technologies
Illinois
$38.9K +$40.3K +276 New
TPCW
442
TD Private Client Wealth
New York
$36.1K
SWM
443
Spire Wealth Management
Virginia
$33K -$146 -1 -0.4%
HFM
444
Harvest Fund Management
China
$32K
CB
445
Community Bank
New York
$31.1K
QC
446
Quent Capital
New York
$30.9K +$5.41K +37 +20%
GWS
447
Glassman Wealth Services
Virginia
$26.8K +$1.17K +8 +4%
AF
448
Allworth Financial
California
$22.8K +$4.97K +34 +27%
LC
449
Lindbrook Capital
California
$21.7K -$6.28K -43 -22%
BAM
450
Belpointe Asset Management
Nevada
$21.5K +$292 +2 +1%