We are live on ! Find out more
SUI icon

Sun Communities

527 hedge funds and large institutions have $16.6B invested in Sun Communities in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $13.7M

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.06B)

6% more funds holding

Funds holding: 498527 (+29)

0.86% more ownership

Funds ownership: 98.85%99.71% (+0.86%)

1% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 189

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
527
Holders Change
+29
Holders Change %
+5.82%
% of All Funds
7.68%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
89
Increased
187
Reduced
189
Closed
56
Calls
$66.6M
Puts
$13.7M
Net Calls
+$52.9M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DSA
151
Davis Selected Advisers
Arizona
$6.6M
VAM
152
Vert Asset Management
California
$6.38M -$445K -3,698 -7%
OAM
153
Oppenheimer Asset Management
New York
$6.25M +$1.64M +13,651 +41%
HF
154
HRT Financial
New York
$6.12M +$24.2K +201 +0.4%
AACA
155
American Assets Capital Advisers
California
$6.08M -$5.14M -42,642 -48%
CWM
156
CIBC World Markets
New York
$5.98M +$5.39M +44,748 New
KJHP
157
K.J. Harrison & Partners
Ontario, Canada
$5.85M +$2.53M +20,975 +92%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$5.8M -$1M -8,321 -16%
AC
159
Allstate Corporation
Illinois
$5.64M -$2.51M -20,806 -33%
OPCM
160
Osborne Partners Capital Management
California
$5.52M +$2.56M +21,269 +106%
URS
161
Utah Retirement Systems
Utah
$5.35M +$1.02M +8,444 +27%
BNP Paribas Asset Management
162
BNP Paribas Asset Management
France
$5.23M -$1.46M -12,135 -24%
PI
163
PEAK6 Investments
Illinois
$5.11M +$4.31M +35,751 +1,441%
UM
164
UniSuper Management
Australia
$4.8M
Truist Financial
165
Truist Financial
North Carolina
$4.71M -$121K -1,005 -3%
GAM
166
Gotham Asset Management
New York
$4.69M -$269K -2,232 -6%
Holocene Advisors
167
Holocene Advisors
New York
$4.58M +$776K +6,439 +23%
DC
168
Davenport & Co
Virginia
$4.58M -$60.8K -505 -1%
ASRS
169
Arizona State Retirement System
Arizona
$4.57M +$30.5K +253 +0.7%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$4.56M +$390K +3,239 +11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
171
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.54M +$4.1M +34,000 New
FNBOO
172
First National Bank of Omaha
Nebraska
$4.51M -$656K -5,449 -14%
GCA
173
GSI Capital Advisors
California
$4.49M
Fidelity International
174
Fidelity International
Bermuda
$4.41M +$891K +7,400 +29%
SDIC
175
South Dakota Investment Council
South Dakota
$4.37M