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Sun Communities

157 hedge funds and large institutions have $1.31B invested in Sun Communities in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 70 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 48

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1.1% less ownership

Funds ownership: 86.59%85.49% (-1.1%)

1% less funds holding

Funds holding: 159157 (-2)

15% less capital invested

Capital invested by funds: $1.54B → $1.31B (-$230M)

56% less call options, than puts

Call options by funds: $392K | Put options by funds: $887K

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
157
Holders Change
-2
Holders Change %
-1.26%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
16
Increased
70
Reduced
48
Closed
16
Calls
$392K
Puts
$887K
Net Calls
-$495K
Net Calls Change
-$813K
Name Holding Trade Value Shares
Change
Change in
Stake
V
126
Veritable
Delaware
$283K +$33K +700 +12%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$280K +$202K +4,283 +188%
UR
128
USCA RIA
Texas
$262K +$30.6K +648 +12%
CCP
129
Clarkston Capital Partners
Michigan
$256K -$37.8K -800 -12%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$250K +$28.8K +610 +12%
PFC
131
Phocas Financial Corp
California
$238K +$27.9K +592 +12%
T. Rowe Price Associates
132
T. Rowe Price Associates
Maryland
$228K
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$192K +$106K +2,243 +99%
BJ
134
BlackRock Japan
Japan
$133K -$1.04K -22 -0.7%
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$123K +$9.44K +200 +7%
Walleye Trading
136
Walleye Trading
New York
$102K +$113K +2,391 New
APFBOT
137
Amica Pension Fund Board of Trustees
Rhode Island
$96K
AMI
138
Amica Mutual Insurance
Rhode Island
$93K
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$81K +$8.35K +177 +10%
Citigroup
140
Citigroup
New York
$69K -$432K -9,144 -85%
IOOF
141
Independent Order of Foresters
Ontario, Canada
$57K
Creative Planning
142
Creative Planning
Kansas
$44K +$9.96K +211 +25%
LTFS
143
Ladenburg Thalmann Financial Services
Florida
$33K +$2.88K +61 +9%
MFS
144
MSI Financial Services
Massachusetts
$32K +$35.4K +750 New
TRCT
145
Tower Research Capital (TRC)
New York
$29K +$25.6K +543 +405%
BC
146
Bartlett & Co
Ohio
$28K
QT
147
Quantbot Technologies
New York
$21K +$23.6K +500 New
Jones Financial Companies
148
Jones Financial Companies
Missouri
$13K
WA
149
WFG Advisors
Texas
$10K +$7.08K +150 +158%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$6K