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Sun Communities

515 hedge funds and large institutions have $16.6B invested in Sun Communities in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 205 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $66.9M | Put options by funds: $16.6M

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.1B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

1.87% more ownership

Funds ownership: 96.62%98.48% (+1.9%)

2% more funds holding

Funds holding: 506515 (+9)

14% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 205

Holders
515
Holders Change
+9
Holders Change %
+1.78%
% of All Funds
7.4%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
68
Increased
176
Reduced
205
Closed
53
Calls
$66.9M
Puts
$16.6M
Net Calls
+$50.2M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
476
Capital Advisors Ltd
Ohio
$6K +$5.52K +42 +2,100%
CA
477
Continuum Advisory
Idaho
$5.71K +$3.29K +25 +119%
ATS
478
Ashton Thomas Securities
New York
$5.54K +$5.39K +41 New
PTC
479
Private Trust Company
Ohio
$5.41K +$657 +5 +14%
CFGS
480
Concourse Financial Group Securities
Alabama
$5.31K
NSIM
481
North Star Investment Management
Illinois
$5.14K -$1.58K -12 -24%
CFO
482
CVA Family Office
Colorado
$5K -$526 -4 -10%
SIC
483
Salem Investment Counselors
North Carolina
$4.63K
BBHC
484
Brown Brothers Harriman & Co
New York
$3.65K +$3.55K +27 New
AIM
485
Aurora Investment Managers
Florida
$3.39K +$681K +5,175 +26%
EBA
486
Eagle Bay Advisors
New York
$3.07K -$131 -1 -4%
IRC
487
Investors Research Corp
Georgia
$2.97K
CTC
488
Central Trust Company
Missouri
$2.57K
FCA
489
FinTrust Capital Advisors
South Carolina
$2.57K
CIAS
490
CBIZ Investment Advisory Services
Ohio
$2.45K +$2.37K +18 New
CB
491
CNB Bank
Pennsylvania
$2.43K
UB
492
UMB Bank
Missouri
$2.3K -$3.81K -29 -63%
PWMG
493
Private Wealth Management Group
New Jersey
$1.89K
FHA
494
First Horizon Advisors
Tennessee
$1.76K
VCM
495
Versant Capital Management
Arizona
$1.76K +$1.45K +11 +550%
CPA
496
Capital Performance Advisors
California
$1.25K +$1.18K +9 New
PWA
497
Provenance Wealth Advisors
Florida
$1.22K
SC
498
Swan Capital
Florida
$1.22K +$1.18K +9 New
BIA
499
Bell Investment Advisors
California
$1.08K +$526 +4 +100%
DF
500
Dunhill Financial
United Kingdom
$1.08K +$1.05K +8 New