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Sun Communities

523 hedge funds and large institutions have $20.5B invested in Sun Communities in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 211 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $12.6M

17% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 181

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

0.7% more ownership

Funds ownership: 100.66%101.36% (+0.7%)

0% less funds holding

Funds holding: 525523 (-2)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

16% less capital invested

Capital invested by funds: $24.4B → $20.5B (-$3.89B)

Holders
523
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.25%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
59
Increased
211
Reduced
181
Closed
56
Calls
$16.2M
Puts
$12.6M
Net Calls
+$3.55M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
451
FourThought Financial
Florida
$99K -$372 -2 -0.4%
Bank Julius Baer & Co
452
Bank Julius Baer & Co
Switzerland
$99K
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$91K -$23.4K -126 -19%
HNWAG
454
High Net Worth Advisory Group
Florida
$87K
Macquarie Group
455
Macquarie Group
Australia
$83.8K +$69M +371,153 +343%
Carson Wealth (CWM LLC)
456
Carson Wealth (CWM LLC)
Nebraska
$80K +$26.2K +141 +44%
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.7K
Lazard Asset Management
458
Lazard Asset Management
New York
$69K -$646K -3,473 -90%
FHA
459
First Horizon Advisors
Tennessee
$61K +$5.02K +27 +8%
PFS
460
Prospera Financial Services
Texas
$58K +$61.1K +329 New
MCM
461
Manchester Capital Management
Vermont
$55K
Northwestern Mutual Wealth Management
462
Northwestern Mutual Wealth Management
Wisconsin
$54K -$4.28K -23 -7%
CB
463
Community Bank
New York
$53K
PCG
464
Private Capital Group
Connecticut
$51K -$558 -3 -1%
CFGS
465
Concourse Financial Group Securities
Alabama
$45K -$7.62K -41 -14%
PA
466
Parallel Advisors
California
$44K -$22.7K -122 -33%
COCM
467
Charter Oak Capital Management
New Hampshire
$44K +$6.32K +34 +16%
TWC
468
TD Waterhouse Canada
Ontario, Canada
$41.3K -$2.42K -13 -5%
MAM
469
Meeder Asset Management
Ohio
$41K +$43.3K +233 New
SWM
470
Spire Wealth Management
Virginia
$38K -$10.6K -57 -21%
AG
471
AIA Group
Hong Kong
$32K
TPCW
472
TD Private Client Wealth
New York
$31.7K +$19.3K +104 +135%
RTC
473
Riverview Trust Company
Washington
$28K +$29.2K +157 New
LC
474
Lindbrook Capital
California
$26K -$11.9K -64 -30%
FPS
475
Fieldpoint Private Securities
Connecticut
$25K +$2.79K +15 +12%