We are live on ! Find out more
SUI icon

Sun Communities

503 hedge funds and large institutions have $17B invested in Sun Communities in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.4M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

1.14% more ownership

Funds ownership: 97.29%98.43% (+1.1%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $17B → $17B (+$16.3M)

1% less funds holding

Funds holding: 510503 (-7)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
503
Holders Change
-7
Holders Change %
-1.37%
% of All Funds
8.02%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.24%
New
55
Increased
202
Reduced
172
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
151
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.23M +$1.46M +10,000 +29%
Royal London Asset Management
152
Royal London Asset Management
United Kingdom
$6.04M +$73.7K +504 +1%
Ensign Peak Advisors
153
Ensign Peak Advisors
Utah
$5.85M +$351K +2,400 +6%
VanEck Associates
154
VanEck Associates
New York
$5.71M +$1.03M +7,059 +21%
CWM
155
CIBC World Markets
New York
$5.68M -$1.48M -10,131 -20%
VAM
156
Vert Asset Management
California
$5.63M +$1.68M +11,529 +41%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$5.62M -$214K -1,462 -4%
Verition Fund Management
158
Verition Fund Management
Connecticut
$5.6M +$2.33M +15,933 +67%
N
159
Natixis
France
$5.56M
KCM
160
Kennedy Capital Management
Missouri
$5.53M +$175K +1,195 +3%
Truist Financial
161
Truist Financial
North Carolina
$5.25M -$143K -977 -3%
MYAM
162
Meiji Yasuda Asset Management
Japan
$5.23M +$23.5K +161 +0.4%
GCA
163
GSI Capital Advisors
California
$5.12M -$532K -3,638 -9%
First Trust Advisors
164
First Trust Advisors
Illinois
$5.09M +$1.03M +7,024 +24%
ASRS
165
Arizona State Retirement System
Arizona
$5.07M +$162K +1,111 +3%
DC
166
Davenport & Co
Virginia
$5M -$14K -96 -0.3%
DSA
167
Davis Selected Advisers
Arizona
$4.65M
SDIC
168
South Dakota Investment Council
South Dakota
$4.61M
SCM
169
Segantii Capital Management
Hong Kong
$4.54M +$4.71M +32,222 New
URS
170
Utah Retirement Systems
Utah
$4.52M +$14.6K +100 +0.3%
WHG
171
Westwood Holdings Group
Texas
$4.51M
LMGAM
172
Liberty Mutual Group Asset Management
Massachusetts
$4.42M
AAA
173
Adams Asset Advisors
Texas
$4.33M -$204K -1,394 -4%
Tudor Investment Corp
174
Tudor Investment Corp
Connecticut
$4.19M +$4.35M +29,751 New
SOAMC
175
Spirit of America Management Corp
New York
$4.09M -$265K -1,814 -6%