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Sun Communities

180 hedge funds and large institutions have $3.38B invested in Sun Communities in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $807K

22% more capital invested

Capital invested by funds: $2.76B → $3.38B (+$619M)

9.69% more ownership

Funds ownership: 83.14%92.82% (+9.7%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 67

3% less funds holding

Funds holding: 185180 (-5)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
5.03%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
18
Increased
66
Reduced
67
Closed
20
Calls
$1.15M
Puts
$807K
Net Calls
+$345K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$518M +$74.8M +1,123,293 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$465M +$4.04M +60,602 +0.9%
Cohen & Steers
3
Cohen & Steers
New York
$446M +$109M +1,639,679 +33%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$133M +$111M +1,669,049 +555%
BIT
5
BlackRock Institutional Trust
California
$128M +$2M +30,041 +2%
Principal Financial Group
6
Principal Financial Group
Iowa
$119M +$3.45M +51,844 +3%
State Street
7
State Street
Massachusetts
$112M -$1.67M -25,026 -1%
BFA
8
BlackRock Fund Advisors
California
$97.5M -$1.12M -16,792 -1%
CIMLRA
9
CBRE Investment Management Listed Real Assets
Pennsylvania
$87.4M -$22.3M -334,976 -21%
ACA
10
Anchor Capital Advisors
Massachusetts
$80.2M -$2.59M -38,848 -3%
ACI
11
AMP Capital Investors
Australia
$65.7M -$3.44M -51,694 -5%
DC
12
Davenport & Co
Virginia
$54.1M -$5.74M -86,109 -10%
Northern Trust
13
Northern Trust
Illinois
$47.3M -$2.83M -42,482 -6%
Millennium Management
14
Millennium Management
New York
$43.4M +$18.7M +280,360 +78%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$42.3M +$2.09M +31,325 +5%
AAMU
16
APG Asset Management US
New York
$42M
RFC
17
Russell Frank Company
Washington
$39.6M -$3.59M -53,934 -8%
Ameriprise
18
Ameriprise
Minnesota
$37.6M +$21.3M +319,540 +136%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$35.5M -$2.45M -36,846 -7%
Fidelity International
20
Fidelity International
Bermuda
$35.4M +$3.1M +46,498 +10%
GC
21
Guggenheim Capital
Illinois
$31.8M -$2.73M -40,999 -8%
TA
22
Teachers Advisors
New York
$31.4M +$6.99M +104,900 +29%
Norges Bank
23
Norges Bank
Norway
$30.9M +$3.79M +56,867 +14%
Goldman Sachs
24
Goldman Sachs
New York
$30.4M +$1.04M +15,544 +4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$26.1M +$143K +2,139 +0.6%