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Sun Communities

502 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, 171 reducing their positions, and 51 closing their positions.

Holders
502
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.04%
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
171
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Market Value Shares Shares
Change
Shares
Change %
BTI
451
Blue Trust Inc
Georgia
$17K 118 -3 -2%
TWM
452
Tradition Wealth Management
Minnesota
$15K 107 +77 +257%
HWA
453
HHM Wealth Advisors
Tennessee
$14.7K 104 +13 +14%
PFBT
454
Parkside Financial Bank & Trust
Missouri
$14.2K 101 -4 -4%
LS
455
Livforsakringsbolaget Skandia
Sweden
$14.2K 100
AAS
456
Ameritas Advisory Services
Nebraska
$14.1K 100 +100 New
JWA
457
JFS Wealth Advisors
Pennsylvania
$13.9K 99
SOW
458
State of Wyoming
Wyoming
$12.7K 90 +8 +10%
IAIM
459
International Assets Investment Management
Florida
$11.6K 82 +82 New
ASN
460
Advisory Services Network
Georgia
$11K 78
TCOV
461
Trust Company of Vermont
Vermont
$10.3K 73
WBC
462
West Branch Capital
Massachusetts
$9.86K 70
UB
463
UMB Bank
Missouri
$9.72K 69
RCM
464
Rain Capital Management
Oregon
$9.16K 65 +65 New
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$7.61K 54 -3 -5%
CWA
466
Carolina Wealth Advisors
South Carolina
$7.19K 51
FRA
467
Front Row Advisors
California
$7K 49 -2 -4%
NIC
468
Northwest Investment Counselors
Oregon
$6.76K 48
CSPIA
469
Cary Street Partners Investment Advisory
Virginia
$6.34K 45
WTA
470
Washington Trust Advisors
Massachusetts
$6.2K 44
EWA
471
EverSource Wealth Advisors
Alabama
$5.5K 39 -26 -40%
GBT
472
Grove Bank & Trust
Florida
$5.07K 36 +36 New
ANBT
473
American National Bank & Trust
Texas
$4.79K 34
TWC
474
TD Waterhouse Canada
Ontario, Canada
$4.68K 25 +25 New
ZB
475
Zions Bancorporation
Utah
$4.65K 33 -10 -23%