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Sun Communities

458 hedge funds and large institutions have $16.8B invested in Sun Communities in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 134

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$931M)

3% more funds holding

Funds holding: 446458 (+12)

0.17% less ownership

Funds ownership: 96.88%96.71% (-0.17%)

73% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $80.6M

Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
8.04%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
61
Increased
208
Reduced
134
Closed
47
Calls
$21.7M
Puts
$80.6M
Net Calls
-$58.9M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$139M +$101M +685,747 +285%
Charles Schwab
27
Charles Schwab
California
$123M +$8.53M +57,747 +8%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$123M +$19.1M +129,177 +19%
Millennium Management
29
Millennium Management
New York
$121M +$82.1M +556,237 +220%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$120M -$1.92M -12,995 -2%
DPIM
31
Duff & Phelps Investment Management
Illinois
$113M +$6.25M +42,325 +6%
AAMU
32
APG Asset Management US
New York
$110M
Wells Fargo
33
Wells Fargo
California
$103M -$1.88M -12,706 -2%
ACM
34
AEW Capital Management
Massachusetts
$99M -$8.65M -58,600 -8%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$99M +$67.3M +455,626 +223%
Goldman Sachs
36
Goldman Sachs
New York
$98.9M -$58.5M -396,337 -38%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$97.9M +$18.1M +122,424 +23%
CAM
38
Congress Asset Management
Massachusetts
$95.4M +$5.13M +34,715 +6%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$91.8M -$24.8M -168,209 -22%
WCA
40
Waratah Capital Advisors
Ontario, Canada
$91.4M +$13.7M +92,745 +18%
AllianceBernstein
41
AllianceBernstein
Tennessee
$79M +$2.94M +19,905 +4%
ACA
42
Anchor Capital Advisors
Massachusetts
$78.3M +$1.42M +9,605 +2%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$78.1M -$826K -5,597 -1%
ACI
44
AMP Capital Investors
Australia
$74.5M -$9.93M -67,263 -12%
BC
45
Brookfield Corp
Ontario, Canada
$69.6M -$8.84M -59,852 -11%
WCP
46
Waterfront Capital Partners
New York
$67.7M +$5.65M +38,280 +9%
Victory Capital Management
47
Victory Capital Management
Texas
$66.5M -$705K -4,776 -1%
Swiss National Bank
48
Swiss National Bank
Switzerland
$65M +$6.25M +42,300 +11%
HRES
49
Heitman Real Estate Securities
Illinois
$63.9M +$11.8M +80,047 +23%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$62.9M -$1.29M -8,749 -2%