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Sun Communities

508 hedge funds and large institutions have $16B invested in Sun Communities in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 201 increasing their positions, 174 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $7.2M

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

16% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 174

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1% more funds holding

Funds holding: 502508 (+6)

1.04% less ownership

Funds ownership: 97.2%96.16% (-1%)

15% less capital invested

Capital invested by funds: $18.8B → $16B (-$2.79B)

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.75%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
65
Increased
201
Reduced
174
Closed
55
Calls
$20.1M
Puts
$7.2M
Net Calls
+$12.9M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$126M +$2.92M +18,456 +2%
Morgan Stanley
27
Morgan Stanley
New York
$126M +$13.4M +84,913 +10%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$119M +$72.6M +459,026 +109%
ACM
29
AEW Capital Management
Massachusetts
$115M +$296K +1,870 +0.2%
CIMLRA
30
CBRE Investment Management Listed Real Assets
Pennsylvania
$107M -$15.5M -98,009 -11%
RGREA
31
Ranger Global Real Estate Advisors
Colorado
$98.2M +$11.4M +71,893 +11%
Millennium Management
32
Millennium Management
New York
$92.1M +$51.1M +323,385 +91%
Prudential Financial
33
Prudential Financial
New Jersey
$90.2M +$29.4M +185,843 +38%
CAM
34
Congress Asset Management
Massachusetts
$90.1M +$1.13M +7,137 +1%
Goldman Sachs
35
Goldman Sachs
New York
$85.9M +$30.7M +194,106 +44%
AAMU
36
APG Asset Management US
New York
$84.2M -$13.9M -87,660 -12%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$82.7M +$9.87M +62,388 +11%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$82.3M -$2.26M -14,268 -2%
Bank of America
39
Bank of America
North Carolina
$81.8M -$42.3M -267,437 -31%
WCA
40
Waratah Capital Advisors
Ontario, Canada
$81.3M -$14M -88,581 -13%
HRES
41
Heitman Real Estate Securities
Illinois
$76.4M +$9.02M +57,026 +11%
Swiss National Bank
42
Swiss National Bank
Switzerland
$71.3M +$3.92M +24,800 +5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$66.8M -$7.37M -46,624 -9%
Macquarie Group
44
Macquarie Group
Australia
$65.2M +$710K +4,486 +0.9%
ACA
45
Anchor Capital Advisors
Massachusetts
$63.4M -$994K -6,286 -1%
AllianceBernstein
46
AllianceBernstein
Tennessee
$63M -$19.5M -123,455 -21%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$61.7M +$59.5M +376,151 +471%
GKIM
48
GW&K Investment Management
Massachusetts
$61.3M +$9.41M +59,482 +15%
VC
49
Vision Capital
Ontario, Canada
$60.7M +$29M +183,100 +69%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$59.1M +$390K +2,467 +0.6%