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Sun Communities

515 hedge funds and large institutions have $16.6B invested in Sun Communities in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 205 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $66.9M | Put options by funds: $16.6M

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.1B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

1.87% more ownership

Funds ownership: 96.62%98.48% (+1.9%)

2% more funds holding

Funds holding: 506515 (+9)

14% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 205

Holders
515
Holders Change
+9
Holders Change %
+1.78%
% of All Funds
7.4%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
68
Increased
176
Reduced
205
Closed
53
Calls
$66.9M
Puts
$16.6M
Net Calls
+$50.2M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$15.5K +$5.52K +42 +58%
CAL
452
Capital Analysts LLC
Pennsylvania
$15K -$131 -1 -0.9%
PFBT
453
Parkside Financial Bank & Trust
Missouri
$14.4K +$920 +7 +7%
GWS
454
Glassman Wealth Services
Virginia
$12.3K +$12K +91 New
JWA
455
JFS Wealth Advisors
Pennsylvania
$12.2K -$1.18K -9 -9%
CCA
456
Criterion Capital Advisors
Tennessee
$12.2K
ACM
457
Aster Capital Management
United Arab Emirates
$11.9K +$11.6K +88 New
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$11.6K
EWA
459
EverSource Wealth Advisors
Alabama
$11.6K +$789 +6 +8%
OA
460
Operose Advisors
Wisconsin
$10.9K
VWA
461
Valued Wealth Advisors
Utah
$10.5K
C
462
Covestor
United Kingdom
$10K -$263 -2 -3%
TCOV
463
Trust Company of Vermont
Vermont
$9.87K
MAM
464
Meeder Asset Management
Ohio
$9.73K +$394 +3 +4%
WBC
465
West Branch Capital
Massachusetts
$9.6K +$131 +1 +1%
BGAI
466
Bruce G. Allen Investments
Colorado
$8.92K
NS
467
NBC Securities
Alabama
$8K -$1.58K -12 -17%
WSFS
468
Wilmington Savings Fund Society
Delaware
$7.97K +$7.76K +59 New
HI
469
Harbour Investments
Wisconsin
$7.82K +$1.84K +14 +32%
GWP
470
Gen-Wealth Partners
Michigan
$7.31K
CWA
471
Carolina Wealth Advisors
South Carolina
$6.89K
S
472
Sachetta
Massachusetts
$6.89K
NIC
473
Northwest Investment Counselors
Oregon
$6.49K +$6.31K +48 New
FFO
474
Fortitude Family Office
Arizona
$6.35K +$1.45K +11 +31%
DIP
475
DT Investment Partners
Pennsylvania
$6.08K +$5.92K +45 New