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Sun Communities

525 hedge funds and large institutions have $24.4B invested in Sun Communities in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $5.96M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

84% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 134

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

20% more capital invested

Capital invested by funds: $20.3B → $24.4B (+$4.12B)

8% more funds holding

Funds holding: 488525 (+37)

6% more ownership

Funds ownership: 94.66%100.66% (+6%)

Holders
525
Holders Change
+37
Holders Change %
+7.58%
% of All Funds
8.08%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
85
Increased
247
Reduced
134
Closed
43
Calls
$15.7M
Puts
$5.96M
Net Calls
+$9.75M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$206M -$5.65M -28,671 -3%
Charles Schwab
27
Charles Schwab
California
$193M +$3.88M +19,714 +2%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$188M +$12.3M +62,589 +8%
DPIM
29
Duff & Phelps Investment Management
Illinois
$176M +$8.06M +40,915 +5%
Morgan Stanley
30
Morgan Stanley
New York
$170M +$32.2M +163,641 +25%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$164M -$8.21M -41,678 -5%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$154M +$5.36M +27,225 +4%
ACM
33
AEW Capital Management
Massachusetts
$152M +$8.71M +44,238 +7%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$142M +$38.5M +195,256 +41%
WCA
35
Waratah Capital Advisors
Ontario, Canada
$141M -$9.99M -50,707 -7%
CAM
36
Congress Asset Management
Massachusetts
$137M +$429K +2,178 +0.3%
AAMU
37
APG Asset Management US
New York
$131M -$13.4M -68,000 -10%
HRES
38
Heitman Real Estate Securities
Illinois
$131M +$39.7M +201,732 +48%
Goldman Sachs
39
Goldman Sachs
New York
$127M +$3.66M +18,568 +3%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$125M +$22.7M +115,435 +24%
RGREA
41
Ranger Global Real Estate Advisors
Colorado
$123M +$73.4M +372,496 +175%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$123M +$23.4M +118,617 +25%
AllianceBernstein
43
AllianceBernstein
Tennessee
$120M +$2.3M +11,692 +2%
ACA
44
Anchor Capital Advisors
Massachusetts
$103M -$2.4M -12,171 -2%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$94.7M +$11.9M +60,643 +16%
BC
46
Brookfield Corp
Ontario, Canada
$94.1M +$17.9M +91,102 +26%
Balyasny Asset Management
47
Balyasny Asset Management
Illinois
$92.8M +$80.3M +407,814 +1,194%
Swiss National Bank
48
Swiss National Bank
Switzerland
$92.5M -$295K -1,500 -0.3%
Victory Capital Management
49
Victory Capital Management
Texas
$91.5M -$309K -1,570 -0.4%
Renaissance Technologies
50
Renaissance Technologies
New York
$90.7M +$44.3M +224,900 +109%