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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
Ensign Peak Advisors
476
Ensign Peak Advisors
Utah
-$332K -2,185 Closed
OTPPB
477
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$315K -2,075 Closed
BS
478
Banco Santander
Spain
-$293K -1,927 Closed
PA
479
Paragon Advisors
Texas
-$249K -1,703 Closed
CA
480
Cetera Advisors
Colorado
-$251K -1,650 Closed
WA
481
Wealth Alliance
New York
-$235K -1,547 Closed
VAS
482
Vestmark Advisory Solutions
Massachusetts
-$206K -1,358 Closed
IA
483
Inspire Advisors
Idaho
-$60K -398 Closed
PFO
484
Pathstone Family Office
New Jersey
-$29K -192 Closed
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$26.1K -172 Closed
CHC
486
City Holding Co
West Virginia
-$24K -157 Closed
HNB
487
Huntington National Bank
Ohio
-$22K -145 Closed
FFC
488
First Financial Corp
Indiana
-$20K -134 Closed
AWG
489
Altus Wealth Group
Colorado
-$18K -117 Closed
FCH
490
Freestone Capital Holdings
Washington
-$16K -105 Closed
CAAS
491
Capital Asset Advisory Services
Michigan
-$16K -104 Closed
ICP
492
Interchange Capital Partners
Pennsylvania
-$8K -54 Closed
SIAG
493
Safeguard Investment Advisory Group
California
-$7K -47 Closed
WB
494
Webster Bank
Connecticut
-$6K -40 Closed
PWPS
495
Pinnacle Wealth Planning Services
Ohio
-$5K -31 Closed
NSB
496
Norway Savings Bank
Maine
-$3K -18 Closed
CCA
497
Childress Capital Advisors
Texas
-$3K -17 Closed
TFGT
498
TS Financial Group (TSFG)
Illinois
-$2K -16 Closed
HIM
499
Hillsdale Investment Management
Ontario, Canada
-$2K -15 Closed
VCG
500
Vantage Consulting Group
Virginia
-$1K -8 Closed