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Sun Communities

503 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, 172 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.4M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

1.14% more ownership

Funds ownership: 97.29%98.43% (+1.1%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $17B → $17B (+$16.3M)

1% less funds holding

Funds holding: 510503 (-7)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
503
Holders Change
-7
Holders Change %
-1.37%
% of All Funds
8.02%
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
172
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
WorldQuant Millennium Advisors
526
WorldQuant Millennium Advisors
New York
-$283K -1,979 Closed
Balyasny Asset Management
527
Balyasny Asset Management
Illinois
-$234K -1,633 Closed
MFG
528
Menard Financial Group
Texas
-$230K -1,608 Closed
PA
529
Profund Advisors
Maryland
-$229K -1,604 Closed
Assenagon Asset Management
530
Assenagon Asset Management
Luxembourg
-$215K -1,505 Closed
CWM
531
Curi Wealth Management
North Carolina
-$215K -1,500 Closed
WFI
532
West Family Investments
California
-$202K -1,413 Closed
Lazard Asset Management
533
Lazard Asset Management
New York
-$161K -1,127 Closed
ZIG
534
Zullo Investment Group
Pennsylvania
-$157K -1,100 Closed
RFA
535
Resurgent Financial Advisors
Georgia
-$128K -897 Closed
WAM
536
Wolverine Asset Management
Illinois
-$95.2K -666 Closed
CS
537
Comerica Securities
Michigan
-$81K -563 Closed
HNWAG
538
High Net Worth Advisory Group
Florida
-$70.6K -494 Closed
3IP
539
3Chopt Investment Partners
Virginia
-$40.7K -283 Closed
AWM
540
Accurate Wealth Management
Florida
-$27.3K -190 Closed
Bessemer Group
541
Bessemer Group
New Jersey
-$17K -120 Closed
WA
542
Win Advisors
Florida
-$14K -98 Closed
Twin Tree Management
543
Twin Tree Management
Texas
-$9.21K -63 Closed
MSCM
544
McElhenny Sheffield Capital Management
Texas
-$6.58K -46 Closed
AssetMark Inc
545
AssetMark Inc
California
-$5.15K -36 Closed
FA
546
Fiduciary Alliance
South Carolina
-$4.86K -34 Closed
Jones Financial Companies
547
Jones Financial Companies
Missouri
-$5K -32 Closed
CT
548
Cambridge Trust
Massachusetts
-$4K -25 Closed
CA
549
Crewe Advisors
Utah
-$3.58K -25 Closed
VCM
550
Vigilant Capital Management
Maine
-$4K -25 Closed