We are live on ! Find out more
SUI icon

Sun Communities

164 hedge funds and large institutions have $1.55B invested in Sun Communities in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 82 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 40

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

21% more capital invested

Capital invested by funds: $1.28B → $1.55B (+$270M)

4% more funds holding

Funds holding: 158164 (+6)

2.11% more ownership

Funds ownership: 83.12%85.23% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
82
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DGHMC
26
Dalton, Greiner, Hartman, Maher & Co
New York
$10.4M -$121K -2,691 -1%
Marshall Wace
27
Marshall Wace
United Kingdom
$10.2M +$10.2M +226,299 New
AAM
28
Advisors Asset Management
Colorado
$10.2M +$157K +3,487 +2%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$10M +$1.01M +22,504 +11%
SONJCPFA
30
State of New Jersey Common Pension Fund A
New Jersey
$9.47M
Barclays
31
Barclays
United Kingdom
$9.25M +$360K +7,976 +4%
PRCM
32
Pine River Capital Management
Minnesota
$9.02M +$9.02M +200,000 New
Invesco
33
Invesco
Georgia
$8.8M +$949K +21,052 +12%
Morgan Stanley
34
Morgan Stanley
New York
$8.63M +$643K +14,271 +8%
Citigroup
35
Citigroup
New York
$8M +$7.43M +164,912 +1,323%
Charles Schwab
36
Charles Schwab
California
$7.75M +$1.41M +31,342 +22%
RFC
37
Russell Frank Company
Washington
$7.69M +$4.31M +95,576 +128%
TCIM
38
TIAA CREF Investment Management
New York
$7.25M -$64K -1,420 -0.9%
Bank of America
39
Bank of America
North Carolina
$7.05M -$1.78M -39,457 -20%
Fidelity International
40
Fidelity International
Bermuda
$6.5M +$2.77M +61,456 +74%
American Century Companies
41
American Century Companies
Missouri
$5.89M +$5.89M +130,712 New
SAM
42
Securian Asset Management
Minnesota
$5.88M -$997K -22,114 -15%
Deutsche Bank
43
Deutsche Bank
Germany
$5.7M +$1.74M +38,505 +44%
Asset Management One
44
Asset Management One
Japan
$5.52M +$404K +8,958 +8%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$5.11M +$1.82M +40,300 +54%
BA
46
Boston Advisors
Massachusetts
$5.11M -$49.6K -1,101 -1%
BIM
47
BlackRock Investment Management
Delaware
$5.04M +$540K +11,978 +12%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$5M +$106K +2,354 +2%
Principal Financial Group
49
Principal Financial Group
Iowa
$4.6M +$1.61M +35,705 +54%
GC
50
Guggenheim Capital
Illinois
$4.55M +$1.47M +32,527 +48%