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Sun Communities

184 hedge funds and large institutions have $2.93B invested in Sun Communities in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 56

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

3% more funds holding

Funds holding: 178184 (+6)

4% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $1.96M

7.86% less ownership

Funds ownership: 90.17%82.31% (-7.9%)

21% less capital invested

Capital invested by funds: $3.71B → $2.93B (-$771M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
184
Holders Change
+6
Holders Change %
+3.37%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
25
Increased
83
Reduced
56
Closed
18
Calls
$1.88M
Puts
$1.96M
Net Calls
-$80K
Net Calls Change
-$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
26
BlackRock Group
United Kingdom
$22M +$632K +9,406 +3%
AllianceBernstein
27
AllianceBernstein
Tennessee
$21.6M -$1.11M -16,550 -5%
Charles Schwab
28
Charles Schwab
California
$19.3M +$3.33M +49,649 +21%
Deutsche Bank
29
Deutsche Bank
Germany
$18.5M +$11.8M +175,198 +172%
Invesco
30
Invesco
Georgia
$18.3M +$7.49M +111,455 +69%
Daiwa Securities Group
31
Daiwa Securities Group
Japan
$17.7M +$2.13M +31,728 +14%
PFC
32
Phocas Financial Corp
California
$14.3M +$2.33M +34,719 +19%
REMS
33
Real Estate Management Services
$14M -$12.1M -180,563 -46%
AAA
34
Adams Asset Advisors
Texas
$13.6M -$3.02M -45,000 -18%
DGHMC
35
Dalton, Greiner, Hartman, Maher & Co
New York
$13.3M -$119K -1,769 -0.9%
Wells Fargo
36
Wells Fargo
California
$12.8M -$21M -312,596 -62%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$12.7M -$672K -10,000 -5%
TCIM
38
TIAA CREF Investment Management
New York
$12.2M -$255K -3,798 -2%
NAM
39
Netols Asset Management
Wisconsin
$11.8M -$879K -13,092 -7%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$10.2M
MAA
41
Managed Account Advisors
New Jersey
$9.46M +$1.02M +15,135 +12%
Bank of America
42
Bank of America
North Carolina
$8.97M +$2.38M +35,430 +36%
BIM
43
BlackRock Investment Management
Delaware
$8.86M +$105K +1,557 +1%
Asset Management One
44
Asset Management One
Japan
$8.83M +$573K +8,527 +7%
BA
45
Boston Advisors
Massachusetts
$8.16M +$650K +9,680 +9%
Ameriprise
46
Ameriprise
Minnesota
$7.76M +$1.16M +17,343 +18%
WBC
47
Westpac Banking Corp
Australia
$6.79M -$1.18M -17,590 -15%
TIAAOA
48
Teachers Insurance & Annuity Association of America
New York
$6.7M
SO
49
STRS Ohio
Ohio
$6.12M +$160K +2,375 +3%
Citigroup
50
Citigroup
New York
$6.04M +$3.05M +45,339 +100%