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Sun Communities

266 hedge funds and large institutions have $5.64B invested in Sun Communities in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,322% more call options, than puts

Call options by funds: $5.64M | Put options by funds: $233K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 260266 (+6)

6% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 96

4% more capital invested

Capital invested by funds: $5.43B → $5.64B (+$214M)

1.42% less ownership

Funds ownership: 97.01%95.59% (-1.4%)

Holders
266
Holders Change
+6
Holders Change %
+2.31%
% of All Funds
6.62%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
34
Increased
102
Reduced
96
Closed
21
Calls
$5.64M
Puts
$233K
Net Calls
+$5.41M
Net Calls Change
+$6.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$845M +$25.2M +316,089 +3%
Cohen & Steers
2
Cohen & Steers
New York
$750M -$9.05M -113,591 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$394M -$22.2M -278,392 -5%
BlackRock
4
BlackRock
New York
$376M +$362M +4,547,170 +3,458%
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$317M -$25.8M -324,002 -8%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$305M -$6.49M -81,396 -2%
Principal Financial Group
7
Principal Financial Group
Iowa
$236M +$8.29M +104,001 +4%
Invesco
8
Invesco
Georgia
$179M -$12.6M -158,383 -7%
State Street
9
State Street
Massachusetts
$168M +$3.01M +37,814 +2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$88.7M +$4.06M +50,998 +5%
ACI
11
AMP Capital Investors
Australia
$80.7M -$5.14M -64,500 -6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$75M +$3.66M +45,979 +5%
Millennium Management
13
Millennium Management
New York
$64.7M +$11.6M +145,501 +22%
N
14
Nuveen
North Carolina
$60.6M -$12.7M -158,811 -17%
TA
15
Teachers Advisors
New York
$53.4M +$1.41M +17,751 +3%
GKIM
16
GW&K Investment Management
Massachusetts
$52.3M -$1.23M -15,411 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$49.9M +$2.72M +34,108 +6%
Northern Trust
18
Northern Trust
Illinois
$49.7M +$696K +8,733 +1%
DPIM
19
Duff & Phelps Investment Management
Illinois
$49.3M +$8.63M +108,350 +21%
PIM
20
Perkins Investment Management
Illinois
$47.2M +$1.17M +14,646 +3%
Norges Bank
21
Norges Bank
Norway
$46.2M +$2.24M +28,131 +5%
ACA
22
Anchor Capital Advisors
Massachusetts
$43.9M -$1.54M -19,309 -3%
Charles Schwab
23
Charles Schwab
California
$42.5M +$2.19M +27,482 +5%
DC
24
Davenport & Co
Virginia
$40.8M -$223K -2,795 -0.5%
AllianceBernstein
25
AllianceBernstein
Tennessee
$39.4M +$8.97M +112,619 +30%