We are live on ! Find out more
SUI icon

Sun Communities

180 hedge funds and large institutions have $3.38B invested in Sun Communities in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $807K

22% more capital invested

Capital invested by funds: $2.76B → $3.38B (+$619M)

9.69% more ownership

Funds ownership: 83.14%92.82% (+9.7%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 67

3% less funds holding

Funds holding: 185180 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
5.03%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
18
Increased
66
Reduced
67
Closed
20
Calls
$1.15M
Puts
$807K
Net Calls
+$345K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$23.2M +$1.71M +25,661 +8%
Deutsche Bank
27
Deutsche Bank
Germany
$22.7M -$219K -3,285 -1%
BG
28
BlackRock Group
United Kingdom
$22.7M -$461K -6,912 -2%
AllianceBernstein
29
AllianceBernstein
Tennessee
$20.4M -$931K -13,980 -4%
Bank of America
30
Bank of America
North Carolina
$19.6M +$5.97M +89,534 +45%
Federated Hermes
31
Federated Hermes
Pennsylvania
$19.4M -$8.24M -123,739 -30%
REMS
32
Real Estate Management Services
$19M +$12.6M +189,600 +210%
WFI
33
West Family Investments
California
$18.3M +$18M +270,148 New
Invesco
34
Invesco
Georgia
$17.6M +$4.09M +61,348 +31%
DGHMC
35
Dalton, Greiner, Hartman, Maher & Co
New York
$17.2M +$824K +12,373 +5%
JP Morgan Chase
36
JP Morgan Chase
New York
$17.2M +$13.7M +205,112 +423%
BA
37
Boston Advisors
Massachusetts
$16.4M +$8.34M +125,132 +107%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$16.4M -$13.6M -203,462 -46%
PFC
39
Phocas Financial Corp
California
$15M +$984K +14,771 +7%
Wells Fargo
40
Wells Fargo
California
$14M +$338K +5,080 +3%
AAA
41
Adams Asset Advisors
Texas
$13M -$999K -14,995 -7%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$12.9M
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$12.5M +$11.1M +166,644 +966%
Morgan Stanley
44
Morgan Stanley
New York
$12.1M +$5.55M +83,298 +88%
TCIM
45
TIAA CREF Investment Management
New York
$11.9M -$779K -11,694 -6%
NAM
46
Netols Asset Management
Wisconsin
$11.6M -$242K -3,635 -2%
BIM
47
BlackRock Investment Management
Delaware
$11.5M -$36.6K -550 -0.3%
CS
48
Credit Suisse
Switzerland
$9.25M +$1.35M +20,309 +17%
Citigroup
49
Citigroup
New York
$8.7M +$1.68M +25,162 +24%
Asset Management One
50
Asset Management One
Japan
$8.63M +$228K +3,429 +3%