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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
CAS
501
Coppell Advisory Solutions
Texas
$816
CSC
502
Caldwell Sutter Capital
California
$811
KFI
503
Key Financial Inc
Pennsylvania
$811
CWC
504
Carolinas Wealth Consulting
North Carolina
$681
GSEP
505
Golden State Equity Partners
California
$675 +$657 +5 New
Pacer Advisors
506
Pacer Advisors
Pennsylvania
$541 +$526 +4 New
QC
507
Quent Capital
New York
$451
MCM
508
MV Capital Management
Maryland
$406 +$131 +1 +50%
CPG
509
Cornerstone Planning Group
New Jersey
$394 +$394 +3 New
BF
510
BOK Financial
Oklahoma
$262 +$263 +2 New
PA
511
PSI Advisors
Florida
$135
LFG
512
Larson Financial Group
Missouri
$135 +$131 +1 New
TWC
513
TD Waterhouse Canada
Ontario, Canada
$134
IAIM
514
International Assets Investment Management
Florida
$133 +$2.35M +17,841 +13,314%
DWM
515
Dogwood Wealth Management
Kansas
$2
ClearBridge Investments
516
ClearBridge Investments
New York
-$30M -249,384 Closed
Balyasny Asset Management
517
Balyasny Asset Management
Illinois
-$26.2M -217,724 Closed
RGREA
518
Ranger Global Real Estate Advisors
Colorado
-$26M -215,641 Closed
EIP
519
Easterly Investment Partners
Massachusetts
-$12.6M -104,295 Closed
ICM
520
Invenomic Capital Management
Massachusetts
-$12.1M -100,264 Closed
BAMCO Inc
521
BAMCO Inc
New York
-$4.08M -33,944 Closed
ECM
522
ExodusPoint Capital Management
New York
-$2.07M -17,208 Closed
AFM
523
Anson Funds Management
Texas
-$1.95M -16,200 Closed
TG
524
TCW Group
California
-$1.83M -15,190 Closed
FC
525
FORA Capital
Florida
-$1.72M -14,309 Closed