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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
GI
501
Gradient Investments
Minnesota
$4.28K
TWM
502
Tradition Wealth Management
Minnesota
$4K
GRP
503
Global Retirement Partners
California
$3.6K +$723 +6 +29%
IRC
504
Investors Research Corp
Georgia
$2.94K
GWM
505
Geneos Wealth Management
Colorado
$2.67K -$2.41K -20 -50%
CTC
506
Central Trust Company
Missouri
$2.54K
FCA
507
FinTrust Capital Advisors
South Carolina
$2.54K
CB
508
CNB Bank
Pennsylvania
$2.41K
VCM
509
Versant Capital Management
Arizona
$2.41K +$1.69K +14 +350%
BBHC
510
Brown Brothers Harriman & Co
New York
$2.27K +$2.05K +17 New
TCWA
511
Turtle Creek Wealth Advisors
Texas
$2K +$1.81K +15 New
VNA
512
Valley National Advisers
Pennsylvania
$2K +$1.81K +15 New
CP
513
Castleview Partners
Texas
$1.87K
FHA
514
First Horizon Advisors
Tennessee
$1.74K -$482 -4 -24%
CFB
515
Cullen/Frost Bankers
Texas
$1.34K
T
516
Tidemark
California
$1.34K +$1.2K +10 New
PWA
517
Provenance Wealth Advisors
Florida
$1.2K -$120 -1 -10%
AW
518
Avion Wealth
Texas
$1K -$602 -5 -38%
CSC
519
Caldwell Sutter Capital
California
$802
CAS
520
Coppell Advisory Solutions
Texas
$802 +$723 +6 New
Kayne Anderson Rudnick Investment Management
521
Kayne Anderson Rudnick Investment Management
California
$668
BIA
522
Bell Investment Advisors
California
$535 -$964 -8 -67%
MCM
523
MV Capital Management
Maryland
$401 +$361 +3 New
M
524
MOTCO
Texas
$134
PA
525
PSI Advisors
Florida
$134