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Sun Communities

250 hedge funds and large institutions have $5.64B invested in Sun Communities in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 111 increasing their positions, 81 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $397K

37% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 81

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12% more capital invested

Capital invested by funds: $5.02B → $5.64B (+$617M)

2.76% more ownership

Funds ownership: 101.04%103.8% (+2.8%)

3% less funds holding

Funds holding: 258250 (-8)

21% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 33

Holders
250
Holders Change
-8
Holders Change %
-3.1%
% of All Funds
6.67%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.29%
New
26
Increased
111
Reduced
81
Closed
33
Calls
$1.27M
Puts
$397K
Net Calls
+$876K
Net Calls Change
-$144K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$796M +$93.7M +1,208,861 +14%
Cohen & Steers
2
Cohen & Steers
New York
$780M +$101M +1,303,136 +15%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$446M +$55.9M +721,053 +15%
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$332M +$82.1M +1,058,518 +33%
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$272M +$25.4M +327,096 +10%
Principal Financial Group
6
Principal Financial Group
Iowa
$195M +$14.8M +190,995 +8%
BIT
7
BlackRock Institutional Trust
California
$179M -$1.13M -14,613 -0.6%
State Street
8
State Street
Massachusetts
$152M +$12.2M +157,418 +9%
Invesco
9
Invesco
Georgia
$152M +$116M +1,494,767 +342%
ACI
10
AMP Capital Investors
Australia
$88.9M +$9.89M +127,500 +13%
Millennium Management
11
Millennium Management
New York
$87.5M +$4.83M +62,238 +6%
BFA
12
BlackRock Fund Advisors
California
$83.8M +$3.91M +50,362 +5%
SAMC
13
Shinko Asset Management Company
Japan
$77.2M +$47.2M +608,518 +162%
N
14
Nuveen
North Carolina
$76.9M +$15.7M +202,284 +26%
Prudential Financial
15
Prudential Financial
New Jersey
$76M -$8.65M -111,589 -10%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$61.8M +$61.1M +787,741 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$61M +$3.94M +50,789 +7%
GKIM
18
GW&K Investment Management
Massachusetts
$58.6M +$4.45M +57,322 +8%
ACA
19
Anchor Capital Advisors
Massachusetts
$55.4M -$22.3M -287,826 -29%
ZP
20
Zimmer Partners
New York
$51M +$50.4M +650,000 New
TA
21
Teachers Advisors
New York
$48.6M +$9.13M +117,768 +24%
Northern Trust
22
Northern Trust
Illinois
$46.7M +$3.14M +40,446 +7%
PIM
23
Perkins Investment Management
Illinois
$43.7M +$18.2M +235,022 +73%
SCRM
24
Security Capital Research & Management
Illinois
$41.9M +$6.32M +81,437 +18%
DC
25
Davenport & Co
Virginia
$41.2M -$906K -11,689 -2%