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Sun Communities

178 hedge funds and large institutions have $3.71B invested in Sun Communities in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $2.17B → $3.71B (+$1.53B)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

2% more funds holding

Funds holding: 175178 (+3)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.09% less ownership

Funds ownership: 91.26%90.17% (-1.1%)

Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
4.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
18
Increased
72
Reduced
68
Closed
12
Calls
$1.68M
Puts
Net Calls
+$1.68M
Net Calls Change
-$855K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$20.6M -$889K -15,610 -4%
BG
27
BlackRock Group
United Kingdom
$19.4M -$81.6K -1,434 -0.4%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$18.8M -$1.88M -33,020 -10%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$18.7M +$820K +14,402 +5%
AAA
30
Adams Asset Advisors
Texas
$15M -$270K -4,741 -2%
Charles Schwab
31
Charles Schwab
California
$14.5M +$2.61M +45,929 +24%
Daiwa Securities Group
32
Daiwa Securities Group
Japan
$14.1M +$968 +17 +0%
American Century Companies
33
American Century Companies
Missouri
$12.3M +$2.48M +43,601 +27%
DGHMC
34
Dalton, Greiner, Hartman, Maher & Co
New York
$12.1M +$93.9K +1,650 +0.8%
State of New Jersey Common Pension Fund D
35
State of New Jersey Common Pension Fund D
New Jersey
$12.1M -$569K -10,000 -5%
NAM
36
Netols Asset Management
Wisconsin
$11.5M -$1.17M -20,531 -10%
TCIM
37
TIAA CREF Investment Management
New York
$11.3M -$1.47M -25,793 -12%
PFC
38
Phocas Financial Corp
California
$10.8M +$3.06M +53,693 +43%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$10.2M +$520K +9,137 +7%
AAM
40
Advisors Asset Management
Colorado
$10M -$1.94M -34,121 -17%
Invesco
41
Invesco
Georgia
$9.82M -$2.16M -37,970 -19%
CIC
42
Crawford Investment Counsel
Georgia
$8.18M -$929K -16,317 -11%
BIM
43
BlackRock Investment Management
Delaware
$7.93M -$28.2K -496 -0.4%
MAA
44
Managed Account Advisors
New Jersey
$7.66M +$1.14M +20,107 +19%
Asset Management One
45
Asset Management One
Japan
$7.64M -$499K -8,762 -7%
WBC
46
Westpac Banking Corp
Australia
$7.22M -$979K -17,200 -13%
BA
47
Boston Advisors
Massachusetts
$6.81M -$116K -2,040 -2%
Deutsche Bank
48
Deutsche Bank
Germany
$6.17M +$1.91M +33,582 +49%
TIAAOA
49
Teachers Insurance & Annuity Association of America
New York
$6.07M
Ameriprise
50
Ameriprise
Minnesota
$5.99M +$2.92M +51,272 +107%