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Sun Communities

175 hedge funds and large institutions have $2.17B invested in Sun Communities in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

25% more capital invested

Capital invested by funds: $1.74B → $2.17B (+$428M)

6.06% more ownership

Funds ownership: 85.21%91.26% (+6.1%)

5% more funds holding

Funds holding: 166175 (+9)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
25
Increased
85
Reduced
49
Closed
16
Calls
$2.53M
Puts
Net Calls
+$2.53M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
151
Canada Life
Manitoba, Canada
$95K
TSW
152
Thompson Siegel & Walmsley
Virginia
$86K +$89.2K +1,700 New
SAMC
153
Shinko Asset Management Company
Japan
$71K -$5.25K -100 -7%
DADC
154
D.A. Davidson & Co
Montana
$52K -$8.87K -169 -14%
PMFA
155
Plante Moran Financial Advisors
Michigan
$48K +$50.1K +955 New
PCM
156
Prelude Capital Management
New York
$40K
FNYS
157
First New York Securities
New York
$38.8K +$40.3K +768 New
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$36K +$3.67K +70 +12%
BC
159
Bartlett & Co
Ohio
$33K
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$22K
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$22K +$13K +247 +136%
BRWM
162
B. Riley Wealth Management
Tennessee
$17K
WA
163
WFG Advisors
Texas
$17K +$2.52K +48 +16%
WA
164
Waverly Advisors
Alabama
$6K
WRM
165
Westport Resources Management
Connecticut
$5K +$105 +2 +2%
BNP Paribas Financial Markets
166
BNP Paribas Financial Markets
France
$4.34K +$2.47K +47 +121%
US Bancorp
167
US Bancorp
Minnesota
$4K +$1.05K +20 +38%
TRCT
168
Tower Research Capital (TRC)
New York
$4K +$3.67K +70 New
FHA
169
First Horizon Advisors
Tennessee
$4K +$4.04K +77 New
CHC
170
City Holding Co
West Virginia
$3K
CGT
171
Capital Guardian Trust
California
$3K +$2.62K +50 New
TDC
172
Thompson Davis & Co
Virginia
$3K +$2.67K +51 New
SGAM
173
Smith Group Asset Management
Texas
$2K
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.34K +$43.1K +821 +3%
AAIM
175
American Assets Investment Management
California
-$2.61M -52,280 Closed