SUI icon

Sun Communities
SUI

Overview Fund Activity

502 hedge funds and large institutions have $15.7B invested in Sun Communities in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 160 increasing their positions, 210 reducing their positions, and 52 closing their positions.

Holders
502
Holders Change
–
Holders Change %
0%
% of All Funds
7.92%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
55
Increased
160
Reduced
210
Closed
52
Calls
$34.2M
Puts
$36.4M
Net Calls
-$2.24M
Net Calls Change
-$10.1M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.65B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$320M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$71.1M
4
DCP
4
D1 Capital Partners
New York
$49.6M
5
WCA
5
Waratah Capital Advisors
Ontario, Canada
$107M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$132M
2
OIAM
2
OFI Invest Asset Management
France
$961K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$714M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$186M
5
Millennium Management
5
Millennium Management
New York
$63.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FM
526
Family Management
New York
– – -1,745 Closed
BRWA
527
B. Riley Wealth Advisors
Florida
– – -1,725 Closed
CII
528
Capital International Inc
California
– – -1,694 Closed
LFA
529
LGT Financial Advisors
Texas
– – -1,654 Closed
IB
530
Intrust Bank
Kansas
– – -1,566 Closed
BCM
531
Buckhead Capital Management
Georgia
– – -1,500 Closed
JIP
532
Jaffetilchin Investment Partners
Florida
– – -1,498 Closed
MCM
533
Maple Capital Management
Vermont
– – -1,483 Closed
CP
534
Covenant Partners
Tennessee
– – -1,471 Closed
GT
535
Greenleaf Trust
Michigan
– – -1,468 Closed
BFG
536
Bleakley Financial Group
New Jersey
– – -1,448 Closed
SS
537
Simplicity Solutions
Minnesota
– – -1,448 Closed
LWAM
538
Legacy Wealth Asset Management
Minnesota
– – -1,437 Closed
ETH
539
Exos TFP Holdings
New York
– – -470 Closed
HT
540
Headlands Technologies
Illinois
– – -276 Closed
BAM
541
Belpointe Asset Management
Nevada
– – -152 Closed
AAS
542
Ameritas Advisory Services
Nebraska
– – -100 Closed
IAIM
543
International Assets Investment Management
Florida
– – -82 Closed
ASN
544
Advisory Services Network
Georgia
– – -78 Closed
RCM
545
Rain Capital Management
Oregon
– – -65 Closed
BWL
546
Bogart Wealth LLC
Virginia
– – -30 Closed
TWC
547
TD Waterhouse Canada
Ontario, Canada
– – -25 Closed
FMP
548
Financial Management Professionals
Texas
– – -21 Closed
MIA
549
Milestone Investment Advisors
Wisconsin
– – -17 Closed
TWA
550
TCI Wealth Advisors
Arizona
– – -16 Closed
19 20 21
22
23