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Sun Communities
SUI

Overview Fund Activity

502 hedge funds and large institutions have $17B invested in Sun Communities in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 171 reducing their positions, and 51 closing their positions.

Holders
502
Holders Change
-7
Holders Change %
-1.38%
% of All Funds
8.04%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.24%
New
55
Increased
202
Reduced
171
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$890M
2
Citadel Advisors
2
Citadel Advisors
Florida
$188M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$169M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$40.8M
5
BlackRock
5
BlackRock
New York
$1.54B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.27B
2
WCP
2
Waterfront Capital Partners
New York
$0
3
CIM
3
Centersquare Investment Management
Pennsylvania
$261M
4
American Century Companies
4
American Century Companies
Missouri
$228M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$238M
Name Market Value Shares Shares
Change 		Shares
Change %
Balyasny Asset Management
526
Balyasny Asset Management
Illinois
– – -1,633 Closed
MFG
527
Menard Financial Group
Texas
– – -1,608 Closed
PA
528
Profund Advisors
Maryland
– – -1,604 Closed
Assenagon Asset Management
529
Assenagon Asset Management
Luxembourg
– – -1,505 Closed
CWM
530
Curi Wealth Management
North Carolina
– – -1,500 Closed
WFI
531
West Family Investments
California
– – -1,413 Closed
Lazard Asset Management
532
Lazard Asset Management
New York
– – -1,127 Closed
ZIG
533
Zullo Investment Group
Pennsylvania
– – -1,100 Closed
RFA
534
Resurgent Financial Advisors
Georgia
– – -897 Closed
WAM
535
Wolverine Asset Management
Illinois
– – -666 Closed
CS
536
Comerica Securities
Michigan
– – -563 Closed
HNWAG
537
High Net Worth Advisory Group
Florida
– – -494 Closed
3IP
538
3Chopt Investment Partners
Virginia
– – -283 Closed
AWM
539
Accurate Wealth Management
Florida
– – -190 Closed
Bessemer Group
540
Bessemer Group
New Jersey
– – -120 Closed
CAL
541
Capital Advisors Ltd
Ohio
– – -113 Closed
WA
542
Win Advisors
Florida
– – -98 Closed
Twin Tree Management
543
Twin Tree Management
Texas
– – -63 Closed
MSCM
544
McElhenny Sheffield Capital Management
Texas
– – -46 Closed
AssetMark Inc
545
AssetMark Inc
California
– – -36 Closed
FA
546
Fiduciary Alliance
South Carolina
– – -34 Closed
Jones Financial Companies
547
Jones Financial Companies
Missouri
– – -32 Closed
VCM
548
Vigilant Capital Management
Maine
– – -25 Closed
CT
549
Cambridge Trust
Massachusetts
– – -25 Closed
CA
550
Crewe Advisors
Utah
– – -25 Closed
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