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Sun Communities

525 hedge funds and large institutions have $24.4B invested in Sun Communities in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $5.96M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

84% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 134

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

20% more capital invested

Capital invested by funds: $20.3B → $24.4B (+$4.12B)

8% more funds holding

Funds holding: 488525 (+37)

6% more ownership

Funds ownership: 94.66%100.66% (+6%)

Holders
525
Holders Change
+37
Holders Change %
+7.58%
% of All Funds
8.08%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
85
Increased
247
Reduced
134
Closed
43
Calls
$15.7M
Puts
$5.96M
Net Calls
+$9.75M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
501
Vigilant Capital Management
Maine
$8K -$8.86K -45 -53%
AA
502
Ancora Advisors
Ohio
$8K
AssetMark Inc
503
AssetMark Inc
California
$8K +$3.54K +18 +100%
WTA
504
Washington Trust Advisors
Massachusetts
$8K +$7.09K +36 New
QC
505
Quent Capital
New York
$8K +$7.29K +37 New
ZB
506
Zions Bancorporation
Utah
$7K -$394 -2 -6%
TWM
507
Tradition Wealth Management
Minnesota
$6K
WWMSC
508
Wagner Wealth Management (South Carolina)
South Carolina
$6K
DHGWA
509
Dixon Hughes Goodman Wealth Advisors
North Carolina
$6K +$5.71K +29 New
CFB
510
Cullen/Frost Bankers
Texas
$6K +$5.91K +30 New
S
511
Surevest
California
$5K +$4.73K +24 New
FCA
512
FinTrust Capital Advisors
South Carolina
$4K
HR
513
Howe & Rusling
New York
$4K +$1.58K +8 +67%
CFO
514
CVA Family Office
Colorado
$4K +$3.94K +20 New
WPA
515
West Paces Advisors
Georgia
$3.78K +$394 +2 +13%
MG
516
MilWealth Group
Wisconsin
$3.15K
LFG
517
Larson Financial Group
Missouri
$3K +$2.36K +12 New
Koshinski Asset Management
518
Koshinski Asset Management
Illinois
$1.26K
SSB
519
Sandy Spring Bank
Maryland
$1K
TWA
520
TCI Wealth Advisors
Arizona
$1K
NFSG
521
Newbridge Financial Services Group
Florida
$1K +$1.38K +7 New
SCA
522
Snowden Capital Advisors
New York
$1K +$1.38K +7 New
WC
523
Wexford Capital
Florida
$654 +$613K +3,114 New
CC
524
Carlson Capital
Texas
-$11.3M -60,901 Closed
SWG
525
Summit Wealth Group
Vermont
-$5.46M -29,478 Closed