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Sun Communities

178 hedge funds and large institutions have $3.71B invested in Sun Communities in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $2.17B → $3.71B (+$1.53B)

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

2% more funds holding

Funds holding: 175178 (+3)

6% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.09% less ownership

Funds ownership: 91.26%90.17% (-1.1%)

Holders
178
Holders Change
+3
Holders Change %
+1.71%
% of All Funds
4.75%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
18
Increased
72
Reduced
68
Closed
12
Calls
$1.68M
Puts
Net Calls
+$1.68M
Net Calls Change
-$855K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$1.09B +$1.02M +18,001 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$391M +$6.65M +116,757 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$382M +$8.97M +157,608 +3%
Cohen & Steers
4
Cohen & Steers
New York
$226M -$4.19M -73,584 -2%
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$135M -$14.2M -249,118 -10%
BIT
6
BlackRock Institutional Trust
California
$108M +$3.45M +60,610 +4%
DC
7
Davenport & Co
Virginia
$108M +$320K +5,620 +0.3%
BFA
8
BlackRock Fund Advisors
California
$101M +$14.1M +247,770 +17%
Principal Financial Group
9
Principal Financial Group
Iowa
$94.7M +$17.6M +309,885 +25%
ACA
10
Anchor Capital Advisors
Massachusetts
$89.8M -$7.21M -126,682 -8%
ACI
11
AMP Capital Investors
Australia
$71.5M -$11.9M -208,200 -15%
State Street
12
State Street
Massachusetts
$53.1M +$1.04M +18,245 +2%
Goldman Sachs
13
Goldman Sachs
New York
$42.4M +$5.13M +90,044 +15%
Northern Trust
14
Northern Trust
Illinois
$41.6M +$2.7M +47,423 +7%
GC
15
Guggenheim Capital
Illinois
$39M +$28.5M +499,886 +345%
AAMU
16
APG Asset Management US
New York
$31.7M
RFC
17
Russell Frank Company
Washington
$30.8M +$2.76M +48,445 +11%
Wells Fargo
18
Wells Fargo
California
$30.5M -$3.68M -64,640 -11%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$30M +$1.97M +34,671 +8%
TA
20
Teachers Advisors
New York
$26.3M -$17.2M -302,110 -41%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$25.4M +$6.65M +116,800 +38%
Fidelity International
22
Fidelity International
Bermuda
$25.3M +$3.21M +56,431 +16%
REMS
23
Real Estate Management Services
$23.6M -$1.03M -18,048 -4%
Federated Hermes
24
Federated Hermes
Pennsylvania
$22.4M +$3.74M +65,752 +22%
Norges Bank
25
Norges Bank
Norway
$21.4M +$2.15M +37,800 +12%