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
Stifel Financial
201
Stifel Financial
Missouri
$2.5M +$293K +2,007 +13%
PCM
202
Prelude Capital Management
New York
$2.5M -$147K -1,003 -5%
GI
203
GAMCO Investors
Connecticut
$2.48M
PL
204
Perpetual Ltd
Australia
$2.45M +$2.54M +17,372 New
AMI
205
Amica Mutual Insurance
Rhode Island
$2.42M
BCM
206
Bayesian Capital Management
New York
$2.41M +$2.5M +17,079 New
BCI
207
Brinker Capital Investments
Pennsylvania
$2.4M -$86.8K -594 -3%
OPS
208
Orion Portfolio Solutions
Nebraska
$2.4M +$2.49M +17,029 New
II
209
Inspire Investing
Idaho
$2.39M +$196K +1,338 +9%
GAM
210
Gotham Asset Management
New York
$2.38M +$896K +6,128 +57%
DnB Asset Management
211
DnB Asset Management
Norway
$2.37M
Thrivent Financial for Lutherans
212
Thrivent Financial for Lutherans
Minnesota
$2.36M -$5.61M -38,404 -70%
OPCM
213
Osborne Partners Capital Management
California
$2.33M +$2.42M +16,559 New
Handelsbanken Fonder
214
Handelsbanken Fonder
Sweden
$2.31M
GIBU
215
Gulf International Bank (UK)
United Kingdom
$2.3M -$631K -4,319 -21%
BAMCO Inc
216
BAMCO Inc
New York
$2.3M -$5.02M -34,342 -68%
BCM
217
Brasada Capital Management
Texas
$2.28M +$20.5K +140 +0.9%
CCP
218
Clarkston Capital Partners
Michigan
$2.25M
VOYA Investment Management
219
VOYA Investment Management
Georgia
$2.21M -$29.5K -202 -1%
TC
220
TownSquare Capital
Utah
$2.19M +$51.3K +351 +2%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$2.16M -$313K -2,141 -12%
Public Sector Pension Investment Board (PSP Investments)
222
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.14M +$282K +1,932 +15%
IIM
223
INTECH Investment Management
Florida
$2.13M -$289K -1,976 -12%
Osaic Holdings
224
Osaic Holdings
Arizona
$2.13M -$11.3K -77 -0.5%
LPL Financial
225
LPL Financial
California
$2.08M +$174K +1,188 +9%