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Sun Communities

527 hedge funds and large institutions have $16.6B invested in Sun Communities in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $13.7M

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.06B)

6% more funds holding

Funds holding: 498527 (+29)

0.86% more ownership

Funds ownership: 98.85%99.71% (+0.86%)

1% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 189

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
527
Holders Change
+29
Holders Change %
+5.82%
% of All Funds
7.68%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
89
Increased
187
Reduced
189
Closed
56
Calls
$66.6M
Puts
$13.7M
Net Calls
+$52.9M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
426
Blue Chip Partners
Michigan
$162K -$3.98K -33 -3%
TSW
427
Thompson Siegel & Walmsley
Virginia
$148K
Bessemer Group
428
Bessemer Group
New Jersey
$138K
MFG
429
Mendota Financial Group
Wisconsin
$136K -$15.1K -125 -11%
First Manhattan
430
First Manhattan
New York
$126K
SWM
431
Sugarloaf Wealth Management
Georgia
$124K +$9.39K +78 +9%
DGAM
432
Desjardins Global Asset Management
Quebec, Canada
$123K +$1.57K +13 +1%
Northwestern Mutual Wealth Management
433
Northwestern Mutual Wealth Management
Wisconsin
$120K -$9.28K -77 -8%
Group One Trading
434
Group One Trading
Illinois
$114K +$103K +852 New
OIA
435
Optimum Investment Advisors
Illinois
$104K
T
436
TOBAM
France
$99K +$34.9K +290 +64%
EC
437
EntryPoint Capital
New York
$98.9K +$89.1K +740 New
N
438
Natixis
France
$87.5K -$1.19M -9,899 -94%
C
439
Covestor
United Kingdom
$85K +$7.71K +64 +11%
SC
440
Steph & Co
Wisconsin
$83.5K -$102K -846 -58%
SWS
441
SYSTM Wealth Solutions
Illinois
$81.8K +$73.2K +608 New
GI
442
GAMMA Investing
California
$80.5K +$77.3K +642 New
MHR
443
Matthew Hamilton Rosenberg
$71.9K
PMFA
444
Plante Moran Financial Advisors
Michigan
$68K
AA
445
Alta Advisers
United Kingdom
$66.8K
SWM
446
Spire Wealth Management
Virginia
$65.2K +$4.82K +40 +9%
CA
447
Clearstead Advisors
Ohio
$64.2K -$60.9K -506 -51%
BC
448
Bartlett & Co
Ohio
$63K
BCWM
449
Bartlett & Co Wealth Management
Ohio
$62.7K
RL
450
Rogco LP
Oklahoma
$55.5K