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Sun Communities

208 hedge funds and large institutions have $3.69B invested in Sun Communities in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 11

52% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 60

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

16% more funds holding

Funds holding: 180208 (+28)

9% more capital invested

Capital invested by funds: $3.38B → $3.69B (+$306M)

0.92% more ownership

Funds ownership: 92.82%93.74% (+0.92%)

45% less call options, than puts

Call options by funds: $201K | Put options by funds: $363K

Holders
208
Holders Change
+28
Holders Change %
+15.56%
% of All Funds
5.46%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
39
Increased
91
Reduced
60
Closed
11
Calls
$201K
Puts
$363K
Net Calls
-$162K
Net Calls Change
-$507K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$599M +$74.1M +1,099,280 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$508M +$37.4M +554,585 +8%
Cohen & Steers
3
Cohen & Steers
New York
$497M +$44.9M +665,756 +10%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$181M +$44.9M +665,901 +34%
BIT
5
BlackRock Institutional Trust
California
$138M +$9.04M +134,164 +7%
Principal Financial Group
6
Principal Financial Group
Iowa
$136M +$14.9M +221,370 +13%
State Street
7
State Street
Massachusetts
$123M +$9.34M +138,661 +8%
CIMLRA
8
CBRE Investment Management Listed Real Assets
Pennsylvania
$122M +$32.8M +486,753 +38%
BFA
9
BlackRock Fund Advisors
California
$112M +$13.4M +199,259 +14%
ACA
10
Anchor Capital Advisors
Massachusetts
$78M -$3.02M -44,774 -4%
ACI
11
AMP Capital Investors
Australia
$64.4M -$3.18M -47,200 -5%
DC
12
Davenport & Co
Virginia
$54.8M +$107K +1,584 +0.2%
Northern Trust
13
Northern Trust
Illinois
$53.2M +$5.3M +78,675 +11%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$44.7M +$1.88M +27,940 +4%
GKIM
15
GW&K Investment Management
Massachusetts
$42.4M +$41.7M +618,727 New
Ameriprise
16
Ameriprise
Minnesota
$38.7M +$687K +10,191 +2%
RFC
17
Russell Frank Company
Washington
$37.3M -$3.19M -47,319 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$36.5M +$547K +8,119 +2%
Fidelity International
19
Fidelity International
Bermuda
$36M +$148K +2,189 +0.4%
GC
20
Guggenheim Capital
Illinois
$33.8M +$1.63M +24,259 +5%
TA
21
Teachers Advisors
New York
$31.6M -$99.5K -1,477 -0.3%
Millennium Management
22
Millennium Management
New York
$30.4M -$13.3M -197,270 -31%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$30.2M +$3.82M +56,649 +15%
Norges Bank
24
Norges Bank
Norway
$30.1M -$1.11M -16,399 -4%
AllianceBernstein
25
AllianceBernstein
Tennessee
$27.5M +$6.7M +99,491 +33%