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Sun Communities

523 hedge funds and large institutions have $20.5B invested in Sun Communities in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 211 increasing their positions, 181 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $12.6M

17% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 181

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

0.7% more ownership

Funds ownership: 100.66%101.36% (+0.7%)

0% less funds holding

Funds holding: 525523 (-2)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

16% less capital invested

Capital invested by funds: $24.4B → $20.5B (-$3.89B)

Holders
523
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.25%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
59
Increased
211
Reduced
181
Closed
56
Calls
$16.2M
Puts
$12.6M
Net Calls
+$3.55M
Net Calls Change
-$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
501
Vigilant Capital Management
Maine
$7K
AssetMark Inc
502
AssetMark Inc
California
$6K
WTA
503
Washington Trust Advisors
Massachusetts
$6K
ZB
504
Zions Bancorporation
Utah
$6K
ANBT
505
American National Bank & Trust
Texas
$6K +$6.32K +34 New
MFT
506
Moisand Fitzgerald Tamayo
Florida
$6K +$6.5K +35 New
CFB
507
Cullen/Frost Bankers
Texas
$5K
DHGWA
508
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K
TWM
509
Tradition Wealth Management
Minnesota
$5K +$186 +1 +3%
CFO
510
CVA Family Office
Colorado
$4K
HR
511
Howe & Rusling
New York
$4K
S
512
Surevest
California
$4K
CB
513
CNB Bank
Pennsylvania
$4K +$3.35K +18 +900%
IRC
514
Investors Research Corp
Georgia
$4K +$4.09K +22 New
WPA
515
West Paces Advisors
Georgia
$3.15K
FCA
516
FinTrust Capital Advisors
South Carolina
$3K
TWA
517
TCI Wealth Advisors
Arizona
$3K +$2.04K +11 +220%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.35K +18 New
PCA
519
Providence Capital Advisors
North Carolina
$2K +$2.6K +14 New
Koshinski Asset Management
520
Koshinski Asset Management
Illinois
$1.05K
SSB
521
Sandy Spring Bank
Maryland
$1K
MCC
522
Money Concepts Capital
Florida
$1K +$743 +4 New
WC
523
Wexford Capital
Florida
$721 +$186K +1,001 +32%
ED
524
Exane Derivatives
France
$351 +$372 +2 New
CA
525
Capitolis Advisors
New York
-$38.8M -184,633 Closed