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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
SPA
551
Sherbrooke Park Advisers
New York
-$469K -3,963 Closed
QC
552
Quadrature Capital
United Kingdom
-$466K -3,940 Closed
PFS
553
Prospera Financial Services
Texas
-$443K -3,740 Closed
Citadel Advisors
554
Citadel Advisors
Florida
-$427K -3,542 Closed
PI
555
Pettee Investors
Connecticut
-$381K -3,220 Closed
VF
556
Virtu Financial
New York
-$323K -2,727 Closed
LAS
557
Lloyd Advisory Services
Georgia
-$319K -2,697 Closed
JFG
558
Jefferies Financial Group
New York
-$304K -2,569 Closed
Aristotle Capital Management
559
Aristotle Capital Management
California
-$254K -2,143 Closed
AC
560
Avestar Capital
New York
-$229K -1,938 Closed
EI
561
Ellevest Inc
New York
-$218K -1,843 Closed
WVP
562
Worth Venture Partners
New Jersey
-$216K -1,825 Closed
IB
563
Intrust Bank
Kansas
-$213K -1,804 Closed
FMAEN1
564
Fund Management at Engine No 1
California
-$211K -1,780 Closed
CCB
565
Country Club Bank
Missouri
-$209K -1,767 Closed
ST
566
Somerset Trust
Pennsylvania
-$203K -1,712 Closed
BCV
567
Banque Cantonale Vaudoise
Switzerland
-$195K -1,652 Closed
PMAM
568
Picton Mahoney Asset Management
Ontario, Canada
-$116K -980 Closed
HWA
569
Heritage Wealth Advisors
Virginia
-$47.3K -400 Closed
HFM
570
Harvest Fund Management
China
-$27K -227 Closed
CT
571
Clearstead Trust
Maine
-$10.4K -88 Closed
TCOV
572
Trust Company of Vermont
Vermont
-$8.64K -73 Closed
BAAM
573
Baker Avenue Asset Management
California
-$6.27K -53 Closed
FRA
574
Front Row Advisors
California
-$5.84K -49 Closed
NIC
575
Northwest Investment Counselors
Oregon
-$5.68K -48 Closed