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Sun Communities

510 hedge funds and large institutions have $17B invested in Sun Communities in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $8.36M | Put options by funds: $5.28M

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

6% more capital invested

Capital invested by funds: $16B → $17B (+$975M)

1.13% more ownership

Funds ownership: 96.16%97.29% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 182

0% more funds holding

Funds holding: 508510 (+2)

Holders
510
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
8.2%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.39%
New
69
Increased
196
Reduced
182
Closed
57
Calls
$8.36M
Puts
$5.28M
Net Calls
+$3.08M
Net Calls Change
-$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
MSCM
476
McElhenny Sheffield Capital Management
Texas
$6.58K +$6.28K +46 New
CSPIA
477
Cary Street Partners Investment Advisory
Virginia
$6.43K +$6.15K +45 New
WTA
478
Washington Trust Advisors
Massachusetts
$6.29K +$956 +7 +19%
ZB
479
Zions Bancorporation
Utah
$6.15K +$1.37K +10 +30%
MYAM
480
Meiji Yasuda Asset Management
Japan
$5.28K -$10.8K -79 -0.2%
AssetMark Inc
481
AssetMark Inc
California
$5.15K
HNB
482
Huntington National Bank
Ohio
$5K -$23.8K -174 -83%
ANBT
483
American National Bank & Trust
Texas
$5K
Jones Financial Companies
484
Jones Financial Companies
Missouri
$5K +$4.37K +32 New
FA
485
Fiduciary Alliance
South Carolina
$4.86K +$4.64K +34 New
CT
486
Cambridge Trust
Massachusetts
$4K -$7.38K -54 -68%
TWM
487
Tradition Wealth Management
Minnesota
$4K
VCM
488
Vigilant Capital Management
Maine
$4K
CA
489
Crewe Advisors
Utah
$3.58K -$8.47K -62 -71%
PWMG
490
Prestige Wealth Management Group
New Jersey
$3.45K +$3.28K +24 New
BIA
491
Bell Investment Advisors
California
$3.29K -$4.92K -36 -61%
IRC
492
Investors Research Corp
Georgia
$3.15K
GWM
493
Geneos Wealth Management
Colorado
$2.84K +$2.73K +20 New
FCA
494
FinTrust Capital Advisors
South Carolina
$2.72K
CB
495
CNB Bank
Pennsylvania
$2.57K
TWA
496
TCI Wealth Advisors
Arizona
$2.29K
KSWA
497
Kathleen S. Wright Associates
Pennsylvania
$2K
POIA
498
Pin Oak Investment Advisors
Texas
$2K
CPG
499
Cornerstone Planning Group
New Jersey
$1.61K +$1.5K +11 New
VCM
500
Versant Capital Management
Arizona
$1.29K +$1.23K +9 New