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Sun Communities
SUI

Overview Fund Activity

502 hedge funds and large institutions have $17B invested in Sun Communities in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 171 reducing their positions, and 51 closing their positions.

Holders
502
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.04%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.24%
New
55
Increased
202
Reduced
171
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$890M
2
Citadel Advisors
2
Citadel Advisors
Florida
$188M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$169M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40.8M
5
BlackRock
5
BlackRock
New York
$1.54B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.27B
2
WCP
2
Waterfront Capital Partners
New York
$0
3
CIM
3
Centersquare Investment Management
Pennsylvania
$261M
4
American Century Companies
4
American Century Companies
Missouri
$228M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$238M
Name Market Value Shares Shares
Change 		Shares
Change %
BWL
476
Bogart Wealth LLC
Virginia
$4.23K 30 +30 New
SWG
477
Summit Wealth Group
Vermont
$4K 547,601 +547,601 New
BIA
478
Bell Investment Advisors
California
$3.66K 26 +3 +13%
IRC
479
Investors Research Corp
Georgia
$3.1K 22 – –
FMP
480
Financial Management Professionals
Texas
$3K 21 +21 New
FCA
481
FinTrust Capital Advisors
South Carolina
$2.72K 19 – –
CB
482
CNB Bank
Pennsylvania
$2.54K 18 – –
MIA
483
Milestone Investment Advisors
Wisconsin
$2.4K 17 +17 New
GRP
484
Global Retirement Partners
California
$2.28K 17 +14 +467%
TWA
485
TCI Wealth Advisors
Arizona
$2.26K 16 – –
KSWA
486
Kathleen S. Wright Associates
Pennsylvania
$2.25K 16 – –
POIA
487
Pin Oak Investment Advisors
Texas
$2K 12 – –
WP
488
WealthPLAN Partners
Nebraska
$1.83K 13 +13 New
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$1.69K 12 -373 -97%
Commonwealth Equity Services
490
Commonwealth Equity Services
Massachusetts
$1.32K 9,362 -935 -9%
PTC
491
Private Trust Company
Ohio
$1.27K 9 – –
AW
492
Avion Wealth
Texas
$1K 8 +8 New
BAAM
493
Baker Avenue Asset Management
California
$845 6 +2 +50%
CP
494
Castleview Partners
Texas
$845 6 +6 New
CSC
495
Caldwell Sutter Capital
California
$845 6 +6 New
BWM
496
BerganKDV Wealth Management
Minnesota
$705 5 – –
CFO
497
CVA Family Office
Colorado
$704 5 -100 -95%
VCM
498
Versant Capital Management
Arizona
$279 2 -7 -78%
JFGIW
499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -205 Closed
PA
500
PSI Advisors
Florida
$141 1 – –
18 19
20
21 22