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Sun Communities

496 hedge funds and large institutions have $14.5B invested in Sun Communities in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 205 increasing their positions, 166 reducing their positions, and 58 closing their positions.

Holders
496
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
7.91%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
55
Increased
205
Reduced
166
Closed
58
Calls
$12.1M
Puts
$11.8M
Net Calls
+$320K
Net Calls Change
+$2.56M
Name Market Value Shares Shares
Change
Shares
Change %
CT
451
Clearstead Trust
Maine
$10.4K 88 +88 New
HWA
452
HHM Wealth Advisors
Tennessee
$9.82K 83
OA
453
Operose Advisors
Wisconsin
$9.59K 81 +81 New
TCOV
454
Trust Company of Vermont
Vermont
$8.64K 73
WBC
455
West Branch Capital
Massachusetts
$8.28K 70
UB
456
UMB Bank
Missouri
$8.17K 69
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$6.39K 54 -8 -13%
EWA
458
EverSource Wealth Advisors
Alabama
$6.27K 53 +14 +36%
BAAM
459
Baker Avenue Asset Management
California
$6.27K 53 +45 +563%
CWA
460
Carolina Wealth Advisors
South Carolina
$6.04K 51
FRA
461
Front Row Advisors
California
$5.84K 49
NIC
462
Northwest Investment Counselors
Oregon
$5.68K 48
RTL
463
Red Tortoise LLC
Georgia
$5.56K 47 +47 New
CSPIA
464
Cary Street Partners Investment Advisory
Virginia
$5.33K 45
NSIM
465
North Star Investment Management
Illinois
$4.73K 40 +40 New
GWM
466
Geneos Wealth Management
Colorado
$4.72K 40 +20 +100%
WTA
467
Washington Trust Advisors
Massachusetts
$4.13K 35 +4 +13%
ANBT
468
American National Bank & Trust
Texas
$4.02K 34
TWM
469
Tradition Wealth Management
Minnesota
$4K 31 +1 +3%
GI
470
Gradient Investments
Minnesota
$3.79K 32 +6 +23%
NC
471
NewSquare Capital
Pennsylvania
$3.55K 30 +30 New
IRC
472
Investors Research Corp
Georgia
$2.6K 22
GRP
473
Global Retirement Partners
California
$2.42K 21 +10 +91%
ZB
474
Zions Bancorporation
Utah
$2.37K 20 -13 -39%
FCA
475
FinTrust Capital Advisors
South Carolina
$2.25K 19