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Sun Communities

503 hedge funds and large institutions have $17B invested in Sun Communities in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.4M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

1.14% more ownership

Funds ownership: 97.29%98.43% (+1.1%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $17B → $17B (+$16.3M)

1% less funds holding

Funds holding: 510503 (-7)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
503
Holders Change
-7
Holders Change %
-1.37%
% of All Funds
8.02%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.24%
New
55
Increased
202
Reduced
172
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
26
Duff & Phelps Investment Management
Illinois
$155M -$3.54M -24,250 -2%
Millennium Management
27
Millennium Management
New York
$147M -$24.1M -164,738 -14%
UBS AM
28
UBS AM
Illinois
$145M +$5.68M +38,892 +4%
Charles Schwab
29
Charles Schwab
California
$140M +$2.89M +19,801 +2%
Prudential Financial
30
Prudential Financial
New Jersey
$133M +$6.29M +43,061 +6%
ACM
31
AEW Capital Management
Massachusetts
$109M +$1.55M +10,635 +1%
CAM
32
Congress Asset Management
Massachusetts
$95.2M +$3.8M +25,999 +4%
Bank of America
33
Bank of America
North Carolina
$91.7M +$4.02M +27,520 +4%
HRES
34
Heitman Real Estate Securities
Illinois
$86.2M -$14.7M -100,772 -14%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$83.5M -$4.35M -29,738 -5%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$79M +$8.53M +58,344 +12%
AAMU
37
APG Asset Management US
New York
$75M -$6.05M -41,419 -7%
Westfield Capital Management
38
Westfield Capital Management
Massachusetts
$71.3M -$44.1M -302,063 -37%
Swiss National Bank
39
Swiss National Bank
Switzerland
$69.3M -$1.37M -9,400 -2%
WCA
40
Waratah Capital Advisors
Ontario, Canada
$68.2M +$14M +95,878 +25%
ACA
41
Anchor Capital Advisors
Massachusetts
$67.1M -$437K -2,987 -0.6%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$67M -$556K -3,805 -0.8%
RGREA
43
Ranger Global Real Estate Advisors
Colorado
$64.5M +$995K +6,809 +2%
SEI Investments
44
SEI Investments
Pennsylvania
$64.5M +$2.44M +16,664 +4%
GKIM
45
GW&K Investment Management
Massachusetts
$63M +$757K +5,179 +1%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$61.9M -$3.03M -20,745 -5%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$59.8M -$1.47M -10,073 -2%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$58.2M -$2.51M -17,166 -4%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$55.4M +$31.5M +215,533 +121%
BC
50
Brookfield Corp
Ontario, Canada
$55.3M -$7.03M -48,136 -11%