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Sun Communities

488 hedge funds and large institutions have $20.3B invested in Sun Communities in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 150

7% more funds holding

Funds holding: 454488 (+34)

6% more capital invested

Capital invested by funds: $19.2B → $20.3B (+$1.15B)

5.32% less ownership

Funds ownership: 99.98%94.66% (-5.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

36% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $29.5M

Holders
488
Holders Change
+34
Holders Change %
+7.49%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
66
Increased
205
Reduced
150
Closed
27
Calls
$18.8M
Puts
$29.5M
Net Calls
-$10.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
451
Eagle Bay Advisors
New York
$19K +$2.9K +15 +17%
VCM
452
Vigilant Capital Management
Maine
$16K +$16.4K +85 New
POIA
453
Pin Oak Investment Advisors
Texas
$14K
TPCW
454
TD Private Client Wealth
New York
$13.5K +$4.63K +24 +49%
JWM
455
Janiczek Wealth Management
Colorado
$13K
WBC
456
West Branch Capital
Massachusetts
$13K
AF
457
Allworth Financial
California
$11K +$11.4K +59 New
BMD
458
Better Money Decisions
New Mexico
$10K
IFAM
459
Institutional & Family Asset Management
Colorado
$10K
HNB
460
Huntington National Bank
Ohio
$10K +$10.4K +54 New
Nisa Investment Advisors
461
Nisa Investment Advisors
Missouri
$9.8K +$524K +2,714 +5%
CFA
462
Carroll Financial Associates
North Carolina
$9K -$30.1K -156 -76%
CWA
463
Carolina Wealth Advisors
South Carolina
$9K
EARNEST Partners
464
EARNEST Partners
Georgia
$9K
CA
465
Centerpoint Advisors
Massachusetts
$8K
FRA
466
Front Row Advisors
California
$8K
KIG
467
Kowal Investment Group
Wisconsin
$8K +$8.11K +42 New
AA
468
Ancora Advisors
Ohio
$7K -$19.3K -100 -71%
MAM
469
Meeder Asset Management
Ohio
$7K
SWM
470
Spire Wealth Management
Virginia
$7K
CFD
471
Creative Financial Designs
Indiana
$6K
ZB
472
Zions Bancorporation
Utah
$6K +$386 +2 +6%
BIA
473
Bell Investment Advisors
California
$6K +$5.79K +30 New
CI
474
CX Institutional
Indiana
$5K
TWM
475
Tradition Wealth Management
Minnesota
$5K