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Sun Communities

386 hedge funds and large institutions have $10.9B invested in Sun Communities in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 137 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $4.17M

119% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 31

21% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 113

14% more capital invested

Capital invested by funds: $9.59B → $10.9B (+$1.32B)

9% more funds holding

Funds holding: 354386 (+32)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.24% less ownership

Funds ownership: 94.09%93.85% (-0.24%)

Holders
386
Holders Change
+32
Holders Change %
+9.04%
% of All Funds
8.38%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
68
Increased
137
Reduced
113
Closed
31
Calls
$17.2M
Puts
$4.17M
Net Calls
+$13M
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.61B +$39.4M +317,684 +3%
BlackRock
2
BlackRock
New York
$953M +$54.5M +438,673 +6%
Cohen & Steers
3
Cohen & Steers
New York
$890M -$128M -1,030,166 -13%
State Street
4
State Street
Massachusetts
$549M +$120M +968,061 +29%
Principal Financial Group
5
Principal Financial Group
Iowa
$386M +$3.3M +26,553 +0.9%
Capital World Investors
6
Capital World Investors
California
$303M +$39.9M +321,000 +16%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$284M -$39.3M -316,428 -12%
N
8
Nuveen
North Carolina
$278M +$228M +1,839,980 +557%
Aristotle Capital Management
9
Aristotle Capital Management
California
$263M -$5.14M -41,410 -2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$248M -$78.3M -630,773 -25%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$226M -$14.7M -118,443 -6%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$221M +$19.7M +158,392 +10%
CIM
13
Centersquare Investment Management
Pennsylvania
$217M -$11.2M -90,390 -5%
Invesco
14
Invesco
Georgia
$205M +$12.8M +103,473 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$169M +$8.3M +66,839 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$162M +$14.1M +113,782 +10%
Charles Schwab
17
Charles Schwab
California
$152M +$7.08M +56,997 +5%
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$121M -$50.3M -404,901 -30%
Citadel Advisors
19
Citadel Advisors
Florida
$120M +$32.9M +264,634 +39%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$118M -$14.1M -113,205 -11%
Northern Trust
21
Northern Trust
Illinois
$113M +$18.8M +151,049 +21%
Norges Bank
22
Norges Bank
Norway
$105M +$5.35M +43,095 +6%
Renaissance Technologies
23
Renaissance Technologies
New York
$97.6M -$65.5M -527,300 -41%
DPIM
24
Duff & Phelps Investment Management
Illinois
$95.7M +$21.8M +175,345 +31%
PI
25
PGGM Investments
Netherlands
$91.9M