We are live on ! Find out more
SUI icon

Sun Communities

503 hedge funds and large institutions have $17B invested in Sun Communities in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.4M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

1.14% more ownership

Funds ownership: 97.29%98.43% (+1.1%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $17B → $17B (+$16.3M)

1% less funds holding

Funds holding: 510503 (-7)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
503
Holders Change
-7
Holders Change %
-1.37%
% of All Funds
8.02%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.24%
New
55
Increased
202
Reduced
172
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
451
Huntington National Bank
Ohio
$20K +$15.6K +107 +306%
BTI
452
Blue Trust Inc
Georgia
$17K -$438 -3 -2%
TWM
453
Tradition Wealth Management
Minnesota
$15K +$11.3K +77 +257%
HWA
454
HHM Wealth Advisors
Tennessee
$14.7K +$1.9K +13 +14%
PFBT
455
Parkside Financial Bank & Trust
Missouri
$14.2K -$585 -4 -4%
LS
456
Livforsakringsbolaget Skandia
Sweden
$14.2K
AAS
457
Ameritas Advisory Services
Nebraska
$14.1K +$14.6K +100 New
JWA
458
JFS Wealth Advisors
Pennsylvania
$13.9K
SOW
459
State of Wyoming
Wyoming
$12.7K +$1.17K +8 +10%
IAIM
460
International Assets Investment Management
Florida
$11.6K +$12K +82 New
ASN
461
Advisory Services Network
Georgia
$11K
TCOV
462
Trust Company of Vermont
Vermont
$10.3K
WBC
463
West Branch Capital
Massachusetts
$9.86K
UB
464
UMB Bank
Missouri
$9.72K
RCM
465
Rain Capital Management
Oregon
$9.16K +$9.5K +65 New
MPWT
466
MassMutual Private Wealth & Trust
Connecticut
$7.61K -$438 -3 -5%
CWA
467
Carolina Wealth Advisors
South Carolina
$7.18K
FRA
468
Front Row Advisors
California
$7K -$292 -2 -4%
NIC
469
Northwest Investment Counselors
Oregon
$6.76K
CSPIA
470
Cary Street Partners Investment Advisory
Virginia
$6.34K
WTA
471
Washington Trust Advisors
Massachusetts
$6.2K
EWA
472
EverSource Wealth Advisors
Alabama
$5.5K -$3.8K -26 -40%
GBT
473
Grove Bank & Trust
Florida
$5.07K +$5.26K +36 New
ANBT
474
American National Bank & Trust
Texas
$4.79K
TWC
475
TD Waterhouse Canada
Ontario, Canada
$4.68K +$3.65K +25 New