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Sun Communities

501 hedge funds and large institutions have $15.6B invested in Sun Communities in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 201 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $7.64M | Put options by funds: $4.19M

1.73% less ownership

Funds ownership: 99.71%97.98% (-1.7%)

5% less funds holding

Funds holding: 527501 (-26)

6% less capital invested

Capital invested by funds: $16.6B → $15.6B (-$1B)

14% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 201

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

29% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 75

Holders
501
Holders Change
-26
Holders Change %
-4.93%
% of All Funds
7.22%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
53
Increased
173
Reduced
201
Closed
75
Calls
$7.64M
Puts
$4.19M
Net Calls
+$3.44M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
551
American Assets Investment Management
California
-$233K -1,743 Closed
WA
552
Wealth Alliance
New York
-$231K -1,727 Closed
CCG
553
Cypress Capital Group
Florida
-$221K -1,655 Closed
HAG
554
HighPoint Advisor Group
Illinois
-$208K -1,654 Closed
VEA
555
Virtus ETF Advisers
New York
-$219K -1,637 Closed
CNBT
556
Canandaigua National Bank & Trust
New York
-$211K -1,578 Closed
RJT
557
Raymond James Trust
Florida
-$203K -1,521 Closed
BCM
558
Buckhead Capital Management
Georgia
-$200K -1,500 Closed
CF
559
Centaurus Financial
California
-$170K -1,274 Closed
TSW
560
Thompson Siegel & Walmsley
Virginia
-$148K -1,107 Closed
MFG
561
Mendota Financial Group
Wisconsin
-$136K -1,021 Closed
SWM
562
Sugarloaf Wealth Management
Georgia
-$124K -927 Closed
Group One Trading
563
Group One Trading
Illinois
-$114K -852 Closed
EC
564
EntryPoint Capital
New York
-$98.9K -740 Closed
N
565
Natixis
France
-$87.5K -655 Closed
RL
566
Rogco LP
Oklahoma
-$55.5K -415 Closed
CB
567
Community Bank
New York
-$29.5K -221 Closed
SA
568
Scarborough Advisors
Maryland
-$13.4K -100 Closed
GWS
569
Glassman Wealth Services
Virginia
-$10.2K -76 Closed
EWP
570
Elevation Wealth Partners
California
-$8.28K -70 Closed
ASN
571
Advisory Services Network
Georgia
-$8.69K -65 Closed
TWM
572
Tradition Wealth Management
Minnesota
-$4K -31 Closed
BBHC
573
Brown Brothers Harriman & Co
New York
-$2.27K -17 Closed
TCWA
574
Turtle Creek Wealth Advisors
Texas
-$2K -15 Closed
M
575
MOTCO
Texas
-$134 -1 Closed