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Sun Communities

175 hedge funds and large institutions have $2.17B invested in Sun Communities in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

25% more capital invested

Capital invested by funds: $1.74B → $2.17B (+$428M)

6.06% more ownership

Funds ownership: 85.21%91.26% (+6.1%)

5% more funds holding

Funds holding: 166175 (+9)

Holders
175
Holders Change
+9
Holders Change %
+5.42%
% of All Funds
5.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
25
Increased
85
Reduced
49
Closed
16
Calls
$2.53M
Puts
Net Calls
+$2.53M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$321M +$43.2M +823,722 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$311M +$38.3M +729,354 +13%
Cohen & Steers
3
Cohen & Steers
New York
$192M +$167M +3,188,808 +514%
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$125M +$72.8M +1,387,805 +127%
DC
5
Davenport & Co
Virginia
$89.6M -$2.2M -41,875 -2%
BIT
6
BlackRock Institutional Trust
California
$87M +$5.62M +107,093 +7%
ACA
7
Anchor Capital Advisors
Massachusetts
$81.4M -$6.5M -123,855 -7%
BFA
8
BlackRock Fund Advisors
California
$71.6M +$22.9M +436,378 +44%
ACI
9
AMP Capital Investors
Australia
$70.3M +$21.6M +412,100 +43%
Principal Financial Group
10
Principal Financial Group
Iowa
$63.5M +$42.3M +806,986 +179%
State Street
11
State Street
Massachusetts
$43.4M +$3.04M +57,900 +7%
TA
12
Teachers Advisors
New York
$37.2M -$68.9K -1,314 -0.2%
Northern Trust
13
Northern Trust
Illinois
$32.4M +$2.17M +41,328 +7%
Goldman Sachs
14
Goldman Sachs
New York
$30.9M -$14.5M -275,725 -31%
Wells Fargo
15
Wells Fargo
California
$28.7M -$9.8M -186,838 -25%
AAMU
16
APG Asset Management US
New York
$26.5M +$11.3M +215,000 +70%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$23.3M +$2.22M +42,352 +10%
RFC
18
Russell Frank Company
Washington
$23.2M +$15.1M +287,531 +166%
REMS
19
Real Estate Management Services
$20.6M -$163K -3,100 -0.8%
Fidelity International
20
Fidelity International
Bermuda
$18.3M +$639K +12,175 +3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$18M +$14.2M +269,892 +315%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$17.4M +$1.04M +19,833 +6%
BG
23
BlackRock Group
United Kingdom
$16.2M +$2.74M +52,219 +19%
Norges Bank
24
Norges Bank
Norway
$16M -$16M -304,618 -49%
Federated Hermes
25
Federated Hermes
Pennsylvania
$15.4M -$5.69M -108,400 -26%