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Sun Communities

523 hedge funds and large institutions have $20.5B invested in Sun Communities in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 211 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $12.6M

17% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 181

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

0.7% more ownership

Funds ownership: 100.66%101.36% (+0.7%)

0% less funds holding

Funds holding: 525523 (-2)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

16% less capital invested

Capital invested by funds: $24.4B → $20.5B (-$3.89B)

Holders
523
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.25%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
59
Increased
211
Reduced
181
Closed
56
Calls
$16.2M
Puts
$12.6M
Net Calls
+$3.55M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
476
MUFG Americas
New York
$24K -$27.7K -149 -52%
GWS
477
Glassman Wealth Services
Virginia
$22K +$4.83K +26 +26%
AF
478
Allworth Financial
California
$22K +$11.3K +61 +94%
QC
479
Quent Capital
New York
$21K +$15.1K +81 +219%
T
480
TCWP
Ohio
$20K +$21.6K +116 New
UB
481
UMB Bank
Missouri
$18K
NFSG
482
Newbridge Financial Services Group
Florida
$18K +$17.3K +93 +1,329%
SIC
483
SJS Investment Consulting
Ohio
$17K
JWA
484
JFS Wealth Advisors
Pennsylvania
$17K +$18.4K +99 New
PFBT
485
Parkside Financial Bank & Trust
Missouri
$16K +$3.9K +21 +30%
C
486
Covestor
United Kingdom
$15K +$6.5K +35 +73%
CT
487
Cambridge Trust
Massachusetts
$14K +$14.7K +79 New
POIA
488
Pin Oak Investment Advisors
Texas
$13K
FAG
489
Fortitude Advisory Group
Washington
$12K -$2.23K -12 -15%
JWM
490
Janiczek Wealth Management
Colorado
$12K
WBC
491
West Branch Capital
Massachusetts
$12K
IFAM
492
Institutional & Family Asset Management
Colorado
$11K +$929 +5 +9%
CWA
493
Carolina Wealth Advisors
South Carolina
$9K
EARNEST Partners
494
EARNEST Partners
Georgia
$9K
FRA
495
Front Row Advisors
California
$8K
NIC
496
Northwest Investment Counselors
Oregon
$8K
Jones Financial Companies
497
Jones Financial Companies
Missouri
$8K +$8.18K +44 New
IA
498
IndexIQ Advisors
New York
$7K -$3.61M -19,436 -100%
AA
499
Ancora Advisors
Ohio
$7K
CA
500
Centerpoint Advisors
Massachusetts
$7K