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Sun Communities
458 hedge funds and large institutions have $16.8B invested in Sun Communities in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 134 reducing their positions, and 47 closing their positions.
New
Increased
Maintained
Reduced
Closed
55% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 134
30% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 47
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
6% more capital invested
Capital invested by funds: $15.8B → $16.8B (+$931M)
3% more funds holding
Funds holding: 446 → 458 (+12)
0.17% less ownership
Funds ownership: 96.88% → 96.71% (-0.17%)
73% less call options, than puts
Call options by funds: $21.7M | Put options by funds: $80.6M
Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
8.04%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
61
Increased
208
Reduced
134
Closed
47
Calls
$21.7M
Puts
$80.6M
Net Calls
-$58.9M
Net Calls Change
-$57.1M
Top Buyers
| 1 |
Cohen & Steers
New York
|
+$353M |
| 2 |
JP Morgan Chase
New York
|
+$231M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$147M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$101M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$99.2M |
Top Sellers
| 1 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$176M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$132M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$84M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$64.9M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$64.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ONST
501
Old North State Trust
Greensboro,
North Carolina
| – | -$1K | -7 | Closed |
|
502
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -6 | Closed |
|
|
RPWA
503
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | -$1K | -6 | Closed |
|
|
HGWM
504
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$1K | -5 | Closed |
|
|
CAM
505
CenterStar Asset Management
Chicago,
Illinois
| – | -$38K | – | – |
|