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Sun Communities

510 hedge funds and large institutions have $17B invested in Sun Communities in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $8.36M | Put options by funds: $5.28M

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

6% more capital invested

Capital invested by funds: $16B → $17B (+$975M)

1.13% more ownership

Funds ownership: 96.16%97.29% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 182

0% more funds holding

Funds holding: 508510 (+2)

Holders
510
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
8.2%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.39%
New
69
Increased
196
Reduced
182
Closed
57
Calls
$8.36M
Puts
$5.28M
Net Calls
+$3.08M
Net Calls Change
-$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
451
Quent Capital
New York
$26.2K -$11.3K -83 -31%
GWS
452
Glassman Wealth Services
Virginia
$26K +$13.2K +97 +114%
BAM
453
Belpointe Asset Management
Nevada
$21.4K +$20.5K +150 New
CA
454
CoreCap Advisors
Michigan
$18.7K +$17.9K +131 New
AF
455
Allworth Financial
California
$18.3K +$16.1K +118 +1,180%
Bessemer Group
456
Bessemer Group
New Jersey
$17K -$21.3K -156 -57%
BTI
457
Blue Trust Inc
Georgia
$16K -$137 -1 -0.8%
CFO
458
CVA Family Office
Colorado
$15K -$17.8K -130 -55%
PFBT
459
Parkside Financial Bank & Trust
Missouri
$15K +$4.1K +30 +40%
LS
460
Livforsakringsbolaget Skandia
Sweden
$14.4K
JWA
461
JFS Wealth Advisors
Pennsylvania
$14.2K
WA
462
Win Advisors
Florida
$14K +$1.91K +14 +17%
HWA
463
HHM Wealth Advisors
Tennessee
$13K +$3.96K +29 +47%
SOW
464
State of Wyoming
Wyoming
$11.7K -$137 -1 -1%
ASN
465
Advisory Services Network
Georgia
$11.2K +$10.7K +78 New
TCOV
466
Trust Company of Vermont
Vermont
$10.4K -$12K -88 -55%
WBC
467
West Branch Capital
Massachusetts
$10K
UB
468
UMB Bank
Missouri
$10K
EWA
469
EverSource Wealth Advisors
Alabama
$9.29K +$3.55K +26 +67%
Twin Tree Management
470
Twin Tree Management
Texas
$9.01K +$8.6K +63 New
CA
471
Clearstead Advisors
Ohio
$8.29K
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$8K +$7.78K +57 New
CWA
473
Carolina Wealth Advisors
South Carolina
$7K
FRA
474
Front Row Advisors
California
$7K
NIC
475
Northwest Investment Counselors
Oregon
$6.86K