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Sun Communities

354 hedge funds and large institutions have $9.59B invested in Sun Communities in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 115 increasing their positions, 132 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

632% more call options, than puts

Call options by funds: $13.3M | Put options by funds: $1.81M

16% more capital invested

Capital invested by funds: $8.24B → $9.59B (+$1.34B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

2% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 46

0% more funds holding

Funds holding: 353354 (+1)

0.39% less ownership

Funds ownership: 94.48%94.09% (-0.39%)

13% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 132

Holders
354
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
7.66%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
47
Increased
115
Reduced
132
Closed
46
Calls
$13.3M
Puts
$1.81M
Net Calls
+$11.5M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.45B +$52.1M +468,707 +4%
Cohen & Steers
2
Cohen & Steers
New York
$945M +$29.9M +269,235 +3%
BlackRock
3
BlackRock
New York
$829M +$20.5M +184,083 +3%
State Street
4
State Street
Massachusetts
$392M +$72.2M +649,014 +25%
Principal Financial Group
5
Principal Financial Group
Iowa
$353M +$27.4M +246,452 +9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$304M -$59.3M -533,448 -17%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$300M +$9.41M +84,675 +3%
Aristotle Capital Management
8
Aristotle Capital Management
California
$248M +$8.32M +74,867 +4%
Capital World Investors
9
Capital World Investors
California
$242M +$116M +1,040,000 +104%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$223M -$9.09M -81,752 -4%
CIM
11
Centersquare Investment Management
Pennsylvania
$211M +$14.6M +131,382 +8%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$186M -$11.3M -101,192 -6%
Invesco
13
Invesco
Georgia
$178M -$9.63M -86,659 -5%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$160M -$109M -983,226 -42%
Renaissance Technologies
15
Renaissance Technologies
New York
$153M -$30.1M -271,000 -17%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$148M +$4.12M +37,044 +3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$136M +$8.17M +73,499 +7%
Charles Schwab
18
Charles Schwab
California
$134M +$5.14M +46,207 +4%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$122M -$859K -7,724 -0.7%
TA
20
Teachers Advisors
New York
$101M +$159K +1,433 +0.2%
Norges Bank
21
Norges Bank
Norway
$92.4M
Northern Trust
22
Northern Trust
Illinois
$86.6M -$2.3M -20,664 -3%
PI
23
PGGM Investments
Netherlands
$85M -$2.78M -25,000 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$79.6M +$9.06M +81,511 +14%
ACI
25
AMP Capital Investors
Australia
$78.2M -$57.9K -521 -0.1%