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Sun Communities

158 hedge funds and large institutions have $1.28B invested in Sun Communities in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more call options, than puts

Call options by funds: $392K | Put options by funds: $209K

17% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 54

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

1% more funds holding

Funds holding: 157158 (+1)

3% less capital invested

Capital invested by funds: $1.31B → $1.28B (-$35.1M)

2.36% less ownership

Funds ownership: 85.49%83.12% (-2.4%)

Holders
158
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
18
Increased
63
Reduced
54
Closed
17
Calls
$392K
Puts
$209K
Net Calls
+$183K
Net Calls Change
+$678K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$227M +$598K +14,063 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$191M +$5.18M +121,900 +3%
ACA
3
Anchor Capital Advisors
Massachusetts
$77M +$1.24M +29,263 +2%
DC
4
Davenport & Co
Virginia
$75.3M +$11.9M +280,604 +19%
BIT
5
BlackRock Institutional Trust
California
$61.4M +$2.1M +49,405 +4%
Wells Fargo
6
Wells Fargo
California
$47.2M +$5.34M +125,575 +13%
BFA
7
BlackRock Fund Advisors
California
$40.4M -$2.6M -61,247 -6%
CIMLRA
8
CBRE Investment Management Listed Real Assets
Pennsylvania
$38.4M +$2M +46,970 +6%
Goldman Sachs
9
Goldman Sachs
New York
$35.7M +$6.7M +157,571 +23%
State Street
10
State Street
Massachusetts
$30.2M +$820K +19,289 +3%
TA
11
Teachers Advisors
New York
$26.2M +$9.24M +217,370 +55%
Northern Trust
12
Northern Trust
Illinois
$26.1M +$594K +13,969 +2%
AllianceBernstein
13
AllianceBernstein
Tennessee
$21.2M -$5.59M -131,360 -21%
REMS
14
Real Estate Management Services
$17.3M +$2.4M +56,511 +16%
Federated Hermes
15
Federated Hermes
Pennsylvania
$16.1M +$6.26M +147,120 +64%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$14.7M +$693K +16,290 +5%
Norges Bank
17
Norges Bank
Norway
$14.5M
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$13.7M +$13.4M +314,567 +4,662%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$12.9M +$1.11M +26,144 +9%
AAA
20
Adams Asset Advisors
Texas
$12.8M +$6.05M +142,263 +90%
ACI
21
AMP Capital Investors
Australia
$11.7M +$224K +5,275 +2%
DGHMC
22
Dalton, Greiner, Hartman, Maher & Co
New York
$9.91M +$1.42M +33,403 +17%
AAM
23
Advisors Asset Management
Colorado
$9.45M -$274K -6,445 -3%
BG
24
BlackRock Group
United Kingdom
$9M +$708K +16,652 +9%
SONJCPFA
25
State of New Jersey Common Pension Fund A
New Jersey
$8.95M