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Sun Communities

503 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, 172 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.4M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

1.14% more ownership

Funds ownership: 97.29%98.43% (+1.1%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $17B → $17B (+$16.3M)

1% less funds holding

Funds holding: 510503 (-7)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
503
Holders Change
-7
Holders Change %
-1.37%
% of All Funds
8.02%
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
172
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
476
Zions Bancorporation
Utah
$4.65K -$1.46K -10 -23%
BWL
477
Bogart Wealth LLC
Virginia
$4.23K +$4.38K +30 New
SWG
478
Summit Wealth Group
Vermont
$4K +$80M +547,601 New
BIA
479
Bell Investment Advisors
California
$3.66K +$438 +3 +13%
IRC
480
Investors Research Corp
Georgia
$3.1K
FMP
481
Financial Management Professionals
Texas
$3K +$3.07K +21 New
FCA
482
FinTrust Capital Advisors
South Carolina
$2.72K
CB
483
CNB Bank
Pennsylvania
$2.54K
MIA
484
Milestone Investment Advisors
Wisconsin
$2.4K +$2.48K +17 New
GRP
485
Global Retirement Partners
California
$2.27K +$2.05K +14 +467%
TWA
486
TCI Wealth Advisors
Arizona
$2.25K
KSWA
487
Kathleen S. Wright Associates
Pennsylvania
$2.25K
POIA
488
Pin Oak Investment Advisors
Texas
$2K
WP
489
WealthPLAN Partners
Nebraska
$1.83K +$1.9K +13 New
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$1.69K -$54.5K -373 -97%
Commonwealth Equity Services
491
Commonwealth Equity Services
Massachusetts
$1.32K -$137K -935 -9%
PTC
492
Private Trust Company
Ohio
$1.27K
AW
493
Avion Wealth
Texas
$1K +$1.17K +8 New
BAAM
494
Baker Avenue Asset Management
California
$845 +$292 +2 +50%
CSC
495
Caldwell Sutter Capital
California
$845 +$877 +6 New
CP
496
Castleview Partners
Texas
$845 +$877 +6 New
BWM
497
BerganKDV Wealth Management
Minnesota
$705
CFO
498
CVA Family Office
Colorado
$704 -$14.6K -100 -95%
VCM
499
Versant Capital Management
Arizona
$279 -$1.02K -7 -78%
JFGIW
500
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$191 -$30K -205 Closed