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Sun Communities

501 hedge funds and large institutions have $15.6B invested in Sun Communities in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 201 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $7.64M | Put options by funds: $4.19M

1.73% less ownership

Funds ownership: 99.71%97.98% (-1.7%)

5% less funds holding

Funds holding: 527501 (-26)

6% less capital invested

Capital invested by funds: $16.6B → $15.6B (-$1B)

14% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 201

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

29% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 75

Holders
501
Holders Change
-26
Holders Change %
-4.93%
% of All Funds
7.22%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
53
Increased
173
Reduced
201
Closed
75
Calls
$7.64M
Puts
$4.19M
Net Calls
+$3.44M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$9.26K +$260 +2 +3%
WBC
452
West Branch Capital
Massachusetts
$9K
S
453
Sachetta
Massachusetts
$8.98K
UB
454
UMB Bank
Missouri
$8.87K
BGAI
455
Bruce G. Allen Investments
Colorado
$8.49K
HWA
456
HHM Wealth Advisors
Tennessee
$8.36K -$2.34K -18 -22%
EWA
457
EverSource Wealth Advisors
Alabama
$8.35K +$4.02K +31 +70%
FRA
458
Front Row Advisors
California
$7.64K +$7.66K +59 New
GWP
459
Gen-Wealth Partners
Michigan
$7.07K +$7.14K +55 New
PPC
460
Park Place Capital
Alabama
$6.82K -$44K -339 -86%
CWA
461
Carolina Wealth Advisors
South Carolina
$6.56K
NSIM
462
North Star Investment Management
Illinois
$6.43K
AIM
463
Anchor Investment Management
South Carolina
$6.43K +$6.49K +50 New
JWM
464
Janiczek Wealth Management
Colorado
$6.22K
NIC
465
Northwest Investment Counselors
Oregon
$6.17K +$6.23K +48 New
HI
466
Harbour Investments
Wisconsin
$5.56K
LI
467
LRI Investments
Florida
$5.14K +$5.19K +40 New
WTA
468
Washington Trust Advisors
Massachusetts
$4.76K
CFO
469
CVA Family Office
Colorado
$4.76K
PTC
470
Private Trust Company
Ohio
$4.5K -$1.17K -9 -20%
OC
471
Oakworth Capital
Alabama
$4.5K
SIC
472
Salem Investment Counselors
North Carolina
$4.4K +$4.41K +34 New
BTI
473
Blue Trust Inc
Georgia
$4.24K -$11.6K -89 -73%
GRP
474
Global Retirement Partners
California
$3.47K
GI
475
Gradient Investments
Minnesota
$3.34K -$779 -6 -19%