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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
EBA
476
Eagle Bay Advisors
New York
$24K +$2.17K +11 +10%
DFCM
477
Dark Forest Capital Management
Puerto Rico
$24K +$18.9K +96 +480%
UB
478
UMB Bank
Missouri
$22K +$20.7K +105 New
GWS
479
Glassman Wealth Services
Virginia
$21K
SIC
480
SJS Investment Consulting
Ohio
$20K +$18.5K +94 New
FAG
481
Fortitude Advisory Group
Washington
$17K +$15.6K +79 New
TPCW
482
TD Private Client Wealth
New York
$16.2K +$788 +4 +5%
POIA
483
Pin Oak Investment Advisors
Texas
$16K
WBC
484
West Branch Capital
Massachusetts
$15K
TCOV
485
Trust Company of Vermont
Vermont
$15K +$14.4K +73 New
PFBT
486
Parkside Financial Bank & Trust
Missouri
$14K -$19.1K -97 -58%
JWM
487
Janiczek Wealth Management
Colorado
$14K
AF
488
Allworth Financial
California
$14K +$1.18K +6 +10%
VRS
489
Virginia Retirement Systems
Virginia
$13.6K +$4.14M +21,000 +48%
IFAM
490
Institutional & Family Asset Management
Colorado
$12K
HNB
491
Huntington National Bank
Ohio
$11K -$197 -1 -2%
CWA
492
Carolina Wealth Advisors
South Carolina
$11K
EWA
493
EverSource Wealth Advisors
Alabama
$11K +$10.2K +52 New
EARNEST Partners
494
EARNEST Partners
Georgia
$10K
BIA
495
Bell Investment Advisors
California
$10K +$3.94K +20 +67%
C
496
Covestor
United Kingdom
$10K +$9.45K +48 New
NIC
497
Northwest Investment Counselors
Oregon
$10K +$9.45K +48 New
CA
498
Centerpoint Advisors
Massachusetts
$9K
FRA
499
Front Row Advisors
California
$9K
CAC
500
Core Alternative Capital
Georgia
$9K +$8.07K +41 New