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Sun Communities

241 hedge funds and large institutions have $4.31B invested in Sun Communities in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

51% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 65

17% more capital invested

Capital invested by funds: $3.69B → $4.31B (+$620M)

16% more funds holding

Funds holding: 208241 (+33)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11.08% more ownership

Funds ownership: 93.74%104.82% (+11%)

65% less call options, than puts

Call options by funds: $338K | Put options by funds: $967K

Holders
241
Holders Change
+33
Holders Change %
+15.87%
% of All Funds
6.42%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
46
Increased
98
Reduced
65
Closed
12
Calls
$338K
Puts
$967K
Net Calls
-$629K
Net Calls Change
-$467K
Name Holding Trade Value Shares
Change
Change in
Stake
GC
26
Guggenheim Capital
Illinois
$28.5M -$6.43M -95,340 -19%
Goldman Sachs
27
Goldman Sachs
New York
$28.2M +$10.9M +161,651 +70%
Morgan Stanley
28
Morgan Stanley
New York
$27.6M +$15.2M +225,406 +141%
Federated Hermes
29
Federated Hermes
Pennsylvania
$26.1M +$7.92M +117,392 +47%
Bank of America
30
Bank of America
North Carolina
$26M -$2.2M -32,652 -8%
O
31
OppenheimerFunds
New York
$26M +$24.5M +363,210 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$23.8M -$13.5M -200,929 -38%
Renaissance Technologies
33
Renaissance Technologies
New York
$22.8M +$21.2M +314,500 +8,986%
Citadel Advisors
34
Citadel Advisors
Florida
$21.1M +$16.1M +238,362 +428%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$20.1M +$17M +252,524 +913%
WFI
36
West Family Investments
California
$19.3M
Allianz Asset Management
37
Allianz Asset Management
Germany
$18.4M +$12.9M +190,686 +288%
JP Morgan Chase
38
JP Morgan Chase
New York
$17.6M -$207K -3,073 -1%
ESCM
39
Echo Street Capital Management
New York
$16.5M +$8.24M +122,261 +113%
PFC
40
Phocas Financial Corp
California
$16.4M -$625K -9,266 -4%
UBS AM
41
UBS AM
Illinois
$16.1M +$7.78M +115,393 +106%
BA
42
Boston Advisors
Massachusetts
$15.1M -$2.24M -33,201 -14%
SAM
43
Securian Asset Management
Minnesota
$14.1M +$10.2M +151,900 +339%
CS
44
Credit Suisse
Switzerland
$14M +$2.85M +42,210 +27%
Wells Fargo
45
Wells Fargo
California
$13.9M -$394K -5,848 -3%
MCM
46
Makena Capital Management
California
$13.9M +$13.1M +194,727 New
Neuberger Berman Group
47
Neuberger Berman Group
New York
$13.9M -$1.35M -19,998 -9%
BIM
48
BlackRock Investment Management
Delaware
$13.3M +$332K +4,916 +3%
Deutsche Bank
49
Deutsche Bank
Germany
$13.1M +$9.57M +141,963 +348%
TCIM
50
TIAA CREF Investment Management
New York
$12.9M -$376K -5,575 -3%