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Sun Communities

208 hedge funds and large institutions have $3.69B invested in Sun Communities in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

52% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 60

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more funds holding

Funds holding: 180208 (+28)

9% more capital invested

Capital invested by funds: $3.38B → $3.69B (+$306M)

0.92% more ownership

Funds ownership: 92.82%93.74% (+0.92%)

45% less call options, than puts

Call options by funds: $201K | Put options by funds: $363K

Holders
208
Holders Change
+28
Holders Change %
+15.56%
% of All Funds
5.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
39
Increased
91
Reduced
60
Closed
11
Calls
$201K
Puts
$363K
Net Calls
-$162K
Net Calls Change
-$507K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$163K +$71.4K +1,059 +80%
WAM
177
Wolverine Asset Management
Illinois
$144K +$142K +2,108 New
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$127K -$65.6K -973 -34%
DADC
179
D.A. Davidson & Co
Montana
$117K +$606 +9 +0.5%
TSW
180
Thompson Siegel & Walmsley
Virginia
$110K -$6.2K -92 -5%
PAM
181
Panagora Asset Management
Massachusetts
$84K
US Bancorp
182
US Bancorp
Minnesota
$79K +$73.9K +1,097 +2,070%
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$69K -$5.39K -80 -7%
PMFA
184
Plante Moran Financial Advisors
Michigan
$65K
LWM
185
Lenox Wealth Management
Ohio
$59K +$57.6K +855 New
ARMT
186
Amica Retiree Medical Trust
Rhode Island
$51K +$50.5K +750 New
Creative Planning
187
Creative Planning
Kansas
$47K +$21.9K +325 +90%
BC
188
Bartlett & Co
Ohio
$45K
PCM
189
Penserra Capital Management
California
$40K +$39K +579 New
AssetMark Inc
190
AssetMark Inc
California
$34K +$33.9K +503 New
N
191
Nuveen
North Carolina
$26.4K +$25.7M +381,959 +11,084%
Simplex Trading
192
Simplex Trading
Illinois
$16K +$12.9K +192 +369%
FNBT
193
FineMark National Bank & Trust
Florida
$14K
CAW
194
Cornerstone Advisors (Washington)
Washington
$13K -$8.76K -130 -40%
IA
195
IFP Advisors
Florida
$10K +$9.64K +143 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$7K -$1.75K -26 -21%
ASN
197
Advisory Services Network
Georgia
$7K
TRCT
198
Tower Research Capital (TRC)
New York
$7K +$6.74K +100 New
BWA
199
Burt Wealth Advisors
Maryland
$7K +$7.21K +107 New
ACS
200
Archford Capital Strategies
Illinois
$6K +$4.85K +72 New