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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
AllianceBernstein
51
AllianceBernstein
Tennessee
$52.4M -$8.52M -58,314 -14%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$52.3M -$8.38M -57,361 -13%
CI Investments Inc
53
CI Investments Inc
Ontario, Canada
$51.6M -$449K -3,071 -0.8%
Macquarie Group
54
Macquarie Group
Australia
$51.5M -$7.93M -54,252 -13%
Adage Capital Partners
55
Adage Capital Partners
Massachusetts
$44.4M +$26.3M +180,000 +133%
Wells Fargo
56
Wells Fargo
California
$43.9M -$3.53M -24,152 -7%
Alyeska Investment Group
57
Alyeska Investment Group
Illinois
$43.2M -$4.36M -29,830 -9%
VC
58
Vision Capital
Ontario, Canada
$42.1M -$21.9M -149,900 -33%
Marshall Wace
59
Marshall Wace
United Kingdom
$40.8M +$40.3M +275,894 +2,010%
NC
60
NZS Capital
Colorado
$40.4M +$11M +75,383 +36%
Asset Management One
61
Asset Management One
Japan
$39.5M -$1M -6,866 -2%
Walleye Capital
62
Walleye Capital
New York
$38.9M +$6.35M +43,421 +19%
ClearBridge Investments
63
ClearBridge Investments
New York
$38.5M -$1.33M -9,068 -3%
Allianz Asset Management
64
Allianz Asset Management
Germany
$38M +$751K +5,141 +2%
Amundi
65
Amundi
France
$36.4M +$522K +3,575 +1%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$35.9M -$14.4M -98,688 -28%
Goldman Sachs
67
Goldman Sachs
New York
$34.5M -$29.5M -202,177 -45%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$34.1M +$731K +5,000 +2%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$34.1M -$4.02M -27,492 -10%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.9M +$2.84M +19,415 +9%
SO
71
STRS Ohio
Ohio
$30.9M -$1.92M -13,127 -6%
NIG
72
NFJ Investment Group
Texas
$30.5M -$1.59M -10,881 -5%
WBC
73
Westpac Banking Corp
Australia
$29.9M +$12.1M +82,819 +64%
Axa
74
Axa
France
$28.8M +$3.1M +21,216 +12%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$28.7M -$191K -1,307 -0.6%