We are live on ! Find out more
SUI icon

Sun Communities

178 hedge funds and large institutions have $3.71B invested in Sun Communities in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $2.17B → $3.71B (+$1.53B)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

2% more funds holding

Funds holding: 175178 (+3)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.09% less ownership

Funds ownership: 91.26%90.17% (-1.1%)

Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
4.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
18
Increased
72
Reduced
68
Closed
12
Calls
$1.68M
Puts
Net Calls
+$1.68M
Net Calls Change
-$855K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$163K -$1.76K -31 -1%
BJ
152
BlackRock Japan
Japan
$141K -$23.1K -405 -15%
DADC
153
D.A. Davidson & Co
Montana
$109K +$44.3K +778 +75%
TSW
154
Thompson Siegel & Walmsley
Virginia
$103K
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$79.4K +$69.9K +1,228 +1,428%
SAMC
156
Shinko Asset Management Company
Japan
$79K -$5.69K -100 -7%
PMFA
157
Plante Moran Financial Advisors
Michigan
$58K
NPC
158
National Planning Corporation
California
$53.5K +$46.7K +820 New
Creative Planning
159
Creative Planning
Kansas
$49K -$71.2K -1,250 -61%
PCM
160
Prelude Capital Management
New York
$48K
BC
161
Bartlett & Co
Ohio
$39K
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$37K -$1.76K -31 -5%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$36K +$9.17K +161 +37%
GWA
164
Genesis Wealth Advisors
Massachusetts
$35.6K +$30.2K +530 New
OA
165
OFI Advisors
Pennsylvania
$29K +$27.7K +486 New
CCMH
166
Cornerstone Capital Management Holdings
New York
$24K -$2.36M -41,500 -99%
BRWM
167
B. Riley Wealth Management
Tennessee
$21K
WA
168
WFG Advisors
Texas
$21K +$57 +1 +0.3%
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$12K -$12.8K -224 -52%
US Bancorp
170
US Bancorp
Minnesota
$9K +$4.55K +80 +110%
WF
171
WealthTrust Fairport
Ohio
$9K +$8.82K +155 New
WRM
172
Westport Resources Management
Connecticut
$6K +$57 +1 +1%
CHC
173
City Holding Co
West Virginia
$4K
PAM
174
Panagora Asset Management
Massachusetts
$4K +$4.1K +72 New
TDC
175
Thompson Davis & Co
Virginia
$3K