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Sun Communities

250 hedge funds and large institutions have $5.64B invested in Sun Communities in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 111 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $397K

37% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 81

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12% more capital invested

Capital invested by funds: $5.02B → $5.64B (+$617M)

2.76% more ownership

Funds ownership: 101.04%103.8% (+2.8%)

3% less funds holding

Funds holding: 258250 (-8)

21% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 33

Holders
250
Holders Change
-8
Holders Change %
-3.1%
% of All Funds
6.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
26
Increased
111
Reduced
81
Closed
33
Calls
$1.27M
Puts
$397K
Net Calls
+$876K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$41M +$2.43M +31,367 +6%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$40.7M +$2.12M +27,322 +6%
EA
28
Emerald Acquisition
Washington
$40.6M +$835K +10,768 +2%
BG
29
BlackRock Group
United Kingdom
$40M +$8.02M +103,401 +25%
Charles Schwab
30
Charles Schwab
California
$36M +$3.57M +46,062 +11%
Goldman Sachs
31
Goldman Sachs
New York
$36M -$361K -4,651 -1%
DPIM
32
Duff & Phelps Investment Management
Illinois
$34.3M +$18.1M +233,800 +115%
Citigroup
33
Citigroup
New York
$33.1M +$31.5M +406,127 +2,664%
AllianceBernstein
34
AllianceBernstein
Tennessee
$32.6M +$3.03M +39,029 +10%
ACM
35
Adelante Capital Management
California
$30.9M +$7.19M +92,732 +31%
Bank of America
36
Bank of America
North Carolina
$30.6M +$2.36M +30,383 +8%
Deutsche Bank
37
Deutsche Bank
Germany
$30.3M +$14.9M +191,544 +99%
Fidelity International
38
Fidelity International
Bermuda
$30.1M -$9.19M -118,536 -24%
Victory Capital Management
39
Victory Capital Management
Texas
$29.1M +$28.8M +370,789 New
Ameriprise
40
Ameriprise
Minnesota
$28.3M -$20.8M -267,660 -43%
CS
41
Credit Suisse
Switzerland
$26.1M +$4.3M +55,454 +20%
GC
42
Guggenheim Capital
Illinois
$25.8M +$264K +3,410 +1%
SAM
43
Securian Asset Management
Minnesota
$25.1M +$3.3M +42,600 +15%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$25.1M -$2.15M -27,744 -8%
WFI
45
West Family Investments
California
$23M
UBS AM
46
UBS AM
Illinois
$22.9M +$844K +10,888 +4%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$21.9M -$7.09M -91,453 -25%
Allianz Asset Management
48
Allianz Asset Management
Germany
$18.9M -$1.22M -15,675 -6%
VCM
49
V3 Capital Management
Texas
$18.7M +$18.5M +238,275 New
CRIM
50
Castle Ridge Investment Management
Connecticut
$17.6M +$17.4M +224,500 New