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Sun Communities

510 hedge funds and large institutions have $17B invested in Sun Communities in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $8.36M | Put options by funds: $5.28M

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

6% more capital invested

Capital invested by funds: $16B → $17B (+$975M)

1.13% more ownership

Funds ownership: 96.16%97.29% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 182

0% more funds holding

Funds holding: 508510 (+2)

Holders
510
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
8.2%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.39%
New
69
Increased
196
Reduced
182
Closed
57
Calls
$8.36M
Puts
$5.28M
Net Calls
+$3.08M
Net Calls Change
-$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$139M +$5.26M +38,539 +4%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$116M +$56.5M +413,787 +105%
Prudential Financial
28
Prudential Financial
New Jersey
$111M +$14.2M +104,148 +15%
ACM
29
AEW Capital Management
Massachusetts
$109M -$11.4M -83,227 -10%
HRES
30
Heitman Real Estate Securities
Illinois
$102M +$20.2M +147,735 +26%
CAM
31
Congress Asset Management
Massachusetts
$92.9M -$2.15M -15,774 -2%
Bank of America
32
Bank of America
North Carolina
$89.1M +$2.61M +19,077 +3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$89M +$1.56M +11,395 +2%
CIMLRA
34
CBRE Investment Management Listed Real Assets
Pennsylvania
$86.1M -$25.7M -188,277 -24%
AAMU
35
APG Asset Management US
New York
$82.1M -$6.56M -48,045 -8%
Citadel Advisors
36
Citadel Advisors
Florida
$79.4M +$64.9M +475,519 +596%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$71.9M -$90.6M -663,605 -57%
Swiss National Bank
38
Swiss National Bank
Switzerland
$71.7M -$3.54M -25,907 -5%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$68.6M -$1.95M -14,244 -3%
ACA
40
Anchor Capital Advisors
Massachusetts
$68.6M +$1.46M +10,694 +2%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$65.9M +$7.41M +54,241 +13%
WCP
42
Waterfront Capital Partners
New York
$64.2M +$2.06M +15,094 +3%
VC
43
Vision Capital
Ontario, Canada
$64.2M -$13.9K -102 -0%
Goldman Sachs
44
Goldman Sachs
New York
$63.9M -$25.6M -187,537 -30%
GKIM
45
GW&K Investment Management
Massachusetts
$63.2M -$1.43M -10,494 -2%
SEI Investments
46
SEI Investments
Pennsylvania
$63M +$9.78M +71,577 +19%
BC
47
Brookfield Corp
Ontario, Canada
$63M +$20.5M +149,764 +51%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$62.1M +$1.3M +9,519 +2%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$61.6M -$24.3M -177,799 -29%
AllianceBernstein
50
AllianceBernstein
Tennessee
$61.5M -$4.8M -35,163 -8%