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Sun Communities

157 hedge funds and large institutions have $1.31B invested in Sun Communities in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 70 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 48

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1.1% less ownership

Funds ownership: 86.59%85.49% (-1.1%)

1% less funds holding

Funds holding: 159157 (-2)

15% less capital invested

Capital invested by funds: $1.54B → $1.31B (-$230M)

56% less call options, than puts

Call options by funds: $392K | Put options by funds: $887K

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
157
Holders Change
-2
Holders Change %
-1.26%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
16
Increased
70
Reduced
48
Closed
16
Calls
$392K
Puts
$887K
Net Calls
-$495K
Net Calls Change
-$813K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$227M -$2.53M -53,698 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$185M +$4.8M +101,736 +2%
ACA
3
Anchor Capital Advisors
Massachusetts
$75.7M -$8.56M -181,341 -9%
DC
4
Davenport & Co
Virginia
$63.3M +$11.1M +235,834 +19%
BIT
5
BlackRock Institutional Trust
California
$59.3M +$2.22M +46,969 +3%
BFA
6
BlackRock Fund Advisors
California
$43M +$4.49M +95,095 +10%
Wells Fargo
7
Wells Fargo
California
$41.8M +$674K +14,287 +1%
Cohen & Steers
8
Cohen & Steers
New York
$40.8M -$40.3M -854,061 -47%
Invesco
9
Invesco
Georgia
$37.5M +$3.52M +74,670 +9%
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$36.4M +$8.08M +171,196 +25%
SAMC
11
Shinko Asset Management Company
Japan
$29.6M +$3.67M +77,737 +13%
State Street
12
State Street
Massachusetts
$29.4M +$178K +3,781 +0.6%
Goldman Sachs
13
Goldman Sachs
New York
$29M -$1.59M -33,787 -5%
AllianceBernstein
14
AllianceBernstein
Tennessee
$26.8M +$1.17M +24,860 +4%
Northern Trust
15
Northern Trust
Illinois
$25.5M -$788K -16,704 -3%
FMA
16
Fiduciary Management Associates
Illinois
$19.4M +$7.71M +163,310 +56%
TA
17
Teachers Advisors
New York
$16.9M +$9.74M +206,282 +108%
REMS
18
Real Estate Management Services
$14.9M +$2.95M +62,510 +22%
Norges Bank
19
Norges Bank
Norway
$14.5M
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$14M +$1.9M +40,360 +14%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$11.8M +$744K +15,770 +6%
ACI
22
AMP Capital Investors
Australia
$11.6M +$3.11M +65,996 +33%
Bank of America
23
Bank of America
North Carolina
$10.2M +$2.76M +58,435 +32%
Federated Hermes
24
Federated Hermes
Pennsylvania
$9.85M +$2.66M +56,395 +32%
AAM
25
Advisors Asset Management
Colorado
$9.72M -$93.3K -1,976 -0.9%