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Sun Communities

501 hedge funds and large institutions have $15.6B invested in Sun Communities in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 201 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $7.64M | Put options by funds: $4.19M

1.73% less ownership

Funds ownership: 99.71%97.98% (-1.7%)

5% less funds holding

Funds holding: 527501 (-26)

6% less capital invested

Capital invested by funds: $16.6B → $15.6B (-$1B)

14% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 201

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

29% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 75

Holders
501
Holders Change
-26
Holders Change %
-4.93%
% of All Funds
7.22%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
53
Increased
173
Reduced
201
Closed
75
Calls
$7.64M
Puts
$4.19M
Net Calls
+$3.44M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
426
State of Wyoming
Wyoming
$36.4K +$649 +5 +2%
LC
427
Lindbrook Capital
California
$35.1K +$1.04K +8 +3%
BCWM
428
Bartlett & Co Wealth Management
Ohio
$33.8K -$26K -200 -43%
VSQM
429
V-Square Quantitative Management
Illinois
$30.9K
FFA
430
Farther Finance Advisors
California
$27.5K +$3.63K +28 +15%
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$26.1K +$26.4K +203 New
SL
432
Salomon & Ludwin
Virginia
$24.4K -$26K -200 -51%
ETC
433
Exchange Traded Concepts
Oklahoma
$23K -$130 -1 -0.6%
BFEC
434
Benjamin F. Edwards & Company
Missouri
$23K
ITIM
435
Indiana Trust & Investment Management
Indiana
$19.3K
RTC
436
Riverview Trust Company
Washington
$17.1K +$17.3K +133 New
CA
437
CoreCap Advisors
Michigan
$16.8K +$17K +131 New
CAL
438
Capital Analysts LLC
Pennsylvania
$15K
Jones Financial Companies
439
Jones Financial Companies
Missouri
$14.8K +$8.83K +68 +145%
AF
440
Allworth Financial
California
$14.7K +$6.49K +50 +78%
CCA
441
Criterion Capital Advisors
Tennessee
$13K
LS
442
Livforsakringsbolaget Skandia
Sweden
$12.9K
JWA
443
JFS Wealth Advisors
Pennsylvania
$12.7K
NS
444
NBC Securities
Alabama
$12K -$6.62K -51 -35%
CAL
445
Capital Advisors Ltd
Ohio
$12K -$389 -3 -3%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$11.7K -$2.08K -16 -15%
OA
447
Operose Advisors
Wisconsin
$10.4K
VWA
448
Valued Wealth Advisors
Utah
$10K +$130 +1 +1%
TCOV
449
Trust Company of Vermont
Vermont
$9.39K +$9.48K +73 New
SAM
450
Smartleaf Asset Management
Massachusetts
$9.35K +$9.61K +74 New