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Sun Communities

508 hedge funds and large institutions have $16B invested in Sun Communities in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 201 increasing their positions, 174 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $7.2M

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

16% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 174

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1% more funds holding

Funds holding: 502508 (+6)

1.04% less ownership

Funds ownership: 97.2%96.16% (-1%)

15% less capital invested

Capital invested by funds: $18.8B → $16B (-$2.79B)

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.75%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
65
Increased
201
Reduced
174
Closed
55
Calls
$20.1M
Puts
$7.2M
Net Calls
+$12.9M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
476
Carolina Wealth Advisors
South Carolina
$7K
FRA
477
Front Row Advisors
California
$7K
CA
478
Centerpoint Advisors
Massachusetts
$6K
NIC
479
Northwest Investment Counselors
Oregon
$6K
EWA
480
EverSource Wealth Advisors
Alabama
$6K +$6.17K +39 New
ANBT
481
American National Bank & Trust
Texas
$5K
AssetMark Inc
482
AssetMark Inc
California
$5K
WTA
483
Washington Trust Advisors
Massachusetts
$5K +$158 +1 +3%
JFGIW
484
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$5.54K +35 New
TWM
485
Tradition Wealth Management
Minnesota
$4K
WWMSC
486
Wagner Wealth Management (South Carolina)
South Carolina
$4K
ZB
487
Zions Bancorporation
Utah
$4K
VCM
488
Vigilant Capital Management
Maine
$3K -$2.37K -15 -38%
CWM
489
Castle Wealth Management
Florida
$3K
HR
490
Howe & Rusling
New York
$3K
IRC
491
Investors Research Corp
Georgia
$3K
S
492
Surevest
California
$3K
POIA
493
Pin Oak Investment Advisors
Texas
$2K -$9.96K -63 -84%
JWM
494
Janiczek Wealth Management
Colorado
$2K -$8.54K -54 -79%
CB
495
CNB Bank
Pennsylvania
$2K -$316 -2 -10%
AA
496
Ancora Advisors
Ohio
$2K
FCA
497
FinTrust Capital Advisors
South Carolina
$2K
TWA
498
TCI Wealth Advisors
Arizona
$2K
CAL
499
Capital Advisors Ltd
Ohio
$2K +$1.42K +9 +100%
KSWA
500
Kathleen S. Wright Associates
Pennsylvania
$2K +$2.53K +16 New