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Sun Communities

527 hedge funds and large institutions have $16.6B invested in Sun Communities in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $13.7M

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.06B)

6% more funds holding

Funds holding: 498527 (+29)

0.86% more ownership

Funds ownership: 98.85%99.71% (+0.86%)

1% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 189

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
527
Holders Change
+29
Holders Change %
+5.82%
% of All Funds
7.68%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
89
Increased
187
Reduced
189
Closed
56
Calls
$66.6M
Puts
$13.7M
Net Calls
+$52.9M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
476
JFS Wealth Advisors
Pennsylvania
$13.2K
CAL
477
Capital Advisors Ltd
Ohio
$13K -$7.71K -64 -40%
HWA
478
HHM Wealth Advisors
Tennessee
$11.1K
OA
479
Operose Advisors
Wisconsin
$10.8K
GWS
480
Glassman Wealth Services
Virginia
$10.2K -$8.43K -70 -48%
WBC
481
West Branch Capital
Massachusetts
$9.36K
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$9.36K +$1.93K +16 +30%
UB
483
UMB Bank
Missouri
$9.22K
VWA
484
Valued Wealth Advisors
Utah
$9.18K +$9.28K +77 New
S
485
Sachetta
Massachusetts
$8.98K +$8.07K +67 New
BGAI
486
Bruce G. Allen Investments
Colorado
$8.82K +$7.95K +66 New
ASN
487
Advisory Services Network
Georgia
$8.69K +$7.83K +65 New
AF
488
Allworth Financial
California
$8.55K -$11.1K -92 -59%
EWP
489
Elevation Wealth Partners
California
$8.28K +$8.43K +70 New
CWA
490
Carolina Wealth Advisors
South Carolina
$6.82K
NSIM
491
North Star Investment Management
Illinois
$6.68K +$1.2K +10 +25%
JWM
492
Janiczek Wealth Management
Colorado
$6.46K +$5.78K +48 New
Jones Financial Companies
493
Jones Financial Companies
Missouri
$6.28K +$4.09K +34 +262%
EWA
494
EverSource Wealth Advisors
Alabama
$5.88K -$1.08K -9 -17%
PTC
495
Private Trust Company
Ohio
$5.88K +$4.22K +35 +389%
HI
496
Harbour Investments
Wisconsin
$5.75K +$5.18K +43 New
QC
497
Quent Capital
New York
$5.21K -$10.1K -84 -68%
WTA
498
Washington Trust Advisors
Massachusetts
$4.95K +$241 +2 +6%
CFO
499
CVA Family Office
Colorado
$4.95K +$4.46K +37 New
OC
500
Oakworth Capital
Alabama
$4.68K +$4.22K +35 New