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Sun Communities

272 hedge funds and large institutions have $6.42B invested in Sun Communities in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 87

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.42% less ownership

Funds ownership: 95.23%94.82% (-0.42%)

3% less capital invested

Capital invested by funds: $6.59B → $6.42B (-$174M)

1% less funds holding

Funds holding: 275272 (-3)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
25
Increased
111
Reduced
87
Closed
24
Calls
$2.9M
Puts
Net Calls
+$2.9M
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
WBH Advisory
Maryland
$1.11M -$12.5K -141 -1%
Rafferty Asset Management
152
Rafferty Asset Management
New York
$1.1M +$193K +2,183 +21%
BA
153
BKS Advisors
Michigan
$1.07M
BC
154
Brinker Capital
Pennsylvania
$1.01M +$52.4K +593 +5%
UCFA
155
United Capital Financial Advisors
Texas
$984K -$223K -2,519 -18%
SW
156
SVB Wealth
Massachusetts
$984K +$41.7K +472 +4%
Mitsubishi UFJ Asset Management
157
Mitsubishi UFJ Asset Management
Japan
$980K +$68.7K +777 +7%
IIC
158
Ironwood Investment Counsel
Arizona
$977K
FIM
159
Foresters Investment Management
New York
$942K
SCM
160
Stevens Capital Management
Pennsylvania
$932K -$1.35M -15,223 -58%
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$928K
KJHP
162
K.J. Harrison & Partners
Ontario, Canada
$857K
IOOF
163
Independent Order of Foresters
Ontario, Canada
$848K
HSBC Holdings
164
HSBC Holdings
United Kingdom
$835K +$10.7K +121 +1%
V
165
Veritable
Delaware
$826K -$161K -1,816 -16%
NA
166
Neuburgh Advisers
California
$775K -$99.2K -1,122 -11%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$768K -$72K -815 -8%
UR
168
USCA RIA
Texas
$759K
WDL
169
Well Done LLC
Michigan
$724K -$40K -453 -5%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$677K
RCA
171
Rowland Carmichael Advisors
Arizona
$676K
CB
172
Commerce Bank
Missouri
$667K
SG Americas Securities
173
SG Americas Securities
New York
$641K +$235K +2,657 +55%
FCM
174
Flinton Capital Management
Pennsylvania
$638K -$81.7K -924 -11%
NBC
175
Neuberger Berman Canada
Ontario, Canada
$618K +$638K +7,212 New