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Sun Communities

241 hedge funds and large institutions have $4.31B invested in Sun Communities in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 65 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 12

51% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 65

17% more capital invested

Capital invested by funds: $3.69B → $4.31B (+$620M)

16% more funds holding

Funds holding: 208241 (+33)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

11.08% more ownership

Funds ownership: 93.74%104.82% (+11%)

65% less call options, than puts

Call options by funds: $338K | Put options by funds: $967K

Holders
241
Holders Change
+33
Holders Change %
+15.87%
% of All Funds
6.42%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
46
Increased
98
Reduced
65
Closed
12
Calls
$338K
Puts
$967K
Net Calls
-$629K
Net Calls Change
-$467K
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
126
Spirit of America Management Corp
New York
$1.3M
FM
127
Forward Management
California
$1.17M -$108K -1,600 -9%
VAM
128
Visium Asset Management
New York
$1.17M +$1.1M +16,366 New
BA
129
BKS Advisors
Michigan
$1.17M
M&T Bank
130
M&T Bank
New York
$1.16M +$262K +3,891 +32%
LPL Financial
131
LPL Financial
California
$1.12M -$315K -4,664 -23%
SCM
132
Stevens Capital Management
Pennsylvania
$1.11M +$840K +12,454 +403%
William Blair & Company
133
William Blair & Company
Illinois
$1.06M +$93.7K +1,390 +10%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$1.03M +$216K +3,206 +29%
B
135
Bailard
California
$1M +$944K +14,000 New
IIC
136
Integrated Investment Consultants
Michigan
$1M
BCM
137
BlueCrest Capital Management
Jersey
$999K -$3.51M -52,100 -79%
VLKIM
138
Van Lanschot Kempen Investment Management
Netherlands
$959K +$158K +2,341 +21%
AAM
139
Advisors Asset Management
Colorado
$919K -$1.4M -20,823 -62%
MAM
140
Martingale Asset Management
Massachusetts
$917K
GCP
141
GSA Capital Partners
United Kingdom
$916K +$236K +3,496 +38%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$894K +$81.9K +1,215 +11%
FWIA
143
Fort Washington Investment Advisors
Ohio
$874K +$128K +1,900 +18%
WDL
144
Well Done LLC
Michigan
$863K -$77.3K -1,147 -9%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$858K +$808K +11,987 New
KBC Group
146
KBC Group
Belgium
$817K +$90.3K +1,339 +13%
MTB
147
Mizuho Trust & Banking
Japan
$760K -$19.2K -285 -3%
VRS
148
Virginia Retirement System
Virginia
$759K +$715K +10,600 New
PAM
149
Panagora Asset Management
Massachusetts
$754K +$628K +9,307 +762%
SG Americas Securities
150
SG Americas Securities
New York
$746K +$506K +7,503 +257%