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Sun Communities

175 hedge funds and large institutions have $2.17B invested in Sun Communities in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

25% more capital invested

Capital invested by funds: $1.74B → $2.17B (+$428M)

6.06% more ownership

Funds ownership: 85.21%91.26% (+6.1%)

5% more funds holding

Funds holding: 166175 (+9)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
25
Increased
85
Reduced
49
Closed
16
Calls
$2.53M
Puts
Net Calls
+$2.53M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$15.3M +$7.19M +137,100 +82%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$14.9M +$2.01M +38,239 +15%
AAA
28
Adams Asset Advisors
Texas
$12.8M
Daiwa Securities Group
29
Daiwa Securities Group
Japan
$11.8M +$952K +18,145 +8%
TCIM
30
TIAA CREF Investment Management
New York
$10.8M +$1.76M +33,547 +19%
NAM
31
Netols Asset Management
Wisconsin
$10.7M -$1.13M -21,508 -9%
State of New Jersey Common Pension Fund D
32
State of New Jersey Common Pension Fund D
New Jersey
$10.6M
Invesco
33
Invesco
Georgia
$10.1M +$890K +16,975 +9%
AAM
34
Advisors Asset Management
Colorado
$10.1M -$338K -6,440 -3%
DGHMC
35
Dalton, Greiner, Hartman, Maher & Co
New York
$10M -$2.26M -43,125 -18%
Charles Schwab
36
Charles Schwab
California
$9.76M +$10.9K +208 +0.1%
American Century Companies
37
American Century Companies
Missouri
$8.04M -$2.29M -43,737 -22%
CIC
38
Crawford Investment Counsel
Georgia
$7.66M +$3.15M +60,097 +66%
GC
39
Guggenheim Capital
Illinois
$7.31M +$2.03M +38,663 +36%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$7M +$1.23M +23,442 +20%
WBC
41
Westpac Banking Corp
Australia
$6.9M +$4.23M +80,630 +144%
Asset Management One
42
Asset Management One
Japan
$6.77M +$647K +12,332 +10%
BIM
43
BlackRock Investment Management
Delaware
$6.65M +$968K +18,451 +16%
Lazard Asset Management
44
Lazard Asset Management
New York
$6.49M +$1.14M +21,700 +20%
PFC
45
Phocas Financial Corp
California
$6.35M +$6.28M +119,688 +2,002%
BCMU
46
BlueCrest Capital Management (UK)
Guernsey
$6.14M +$2.08M +39,679 +48%
BCM
47
BlueCrest Capital Management
Jersey
$6.14M +$6.38M +121,679 New
Bank of America
48
Bank of America
North Carolina
$6.05M -$2.39M -45,607 -28%
Millennium Management
49
Millennium Management
New York
$5.96M -$20.2M -385,692 -77%
BA
50
Boston Advisors
Massachusetts
$5.79M -$5.25K -100 -0.1%