We are live on ! Find out more
SUI icon

Sun Communities

401 hedge funds and large institutions have $12.9B invested in Sun Communities in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 123 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $53.2M | Put options by funds: $9.54M

50% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 34

31% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 123

18% more capital invested

Capital invested by funds: $10.9B → $12.9B (+$1.95B)

4% more funds holding

Funds holding: 386401 (+15)

1.63% more ownership

Funds ownership: 93.85%95.48% (+1.6%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
401
Holders Change
+15
Holders Change %
+3.89%
% of All Funds
8.79%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
51
Increased
161
Reduced
123
Closed
34
Calls
$53.2M
Puts
$9.54M
Net Calls
+$43.6M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92B +$53.5M +379,236 +3%
BlackRock
2
BlackRock
New York
$1.13B +$23.3M +165,171 +2%
Cohen & Steers
3
Cohen & Steers
New York
$975M -$52.5M -372,028 -5%
State Street
4
State Street
Massachusetts
$672M +$35.5M +251,444 +6%
Principal Financial Group
5
Principal Financial Group
Iowa
$422M -$23.1M -163,259 -5%
Capital World Investors
6
Capital World Investors
California
$351M +$102K +719 +0%
Aristotle Capital Management
7
Aristotle Capital Management
California
$297M -$7.96M -56,353 -3%
N
8
Nuveen
North Carolina
$294M -$27M -191,091 -9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$264M +$2.52M +17,827 +1%
Invesco
10
Invesco
Georgia
$262M +$23.2M +163,958 +10%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$256M -$69.5M -491,933 -22%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$255M -$1.42M -10,055 -0.6%
AllianceBernstein
13
AllianceBernstein
Tennessee
$253M -$32.7M -231,364 -12%
CIM
14
Centersquare Investment Management
Pennsylvania
$243M -$8.36M -59,193 -3%
PI
15
PGGM Investments
Netherlands
$203M +$92.3M +653,483 +91%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$199M +$3.17M +22,430 +2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$198M +$10.6M +74,753 +6%
Charles Schwab
18
Charles Schwab
California
$183M +$6.42M +45,468 +4%
Northern Trust
19
Northern Trust
Illinois
$141M +$9.21M +65,234 +7%
Norges Bank
20
Norges Bank
Norway
$122M -$7.48K -53 -0%
CIMLRA
21
CBRE Investment Management Listed Real Assets
Pennsylvania
$120M -$19.3M -136,526 -14%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$116M +$35.8M +253,406 +48%
Goldman Sachs
23
Goldman Sachs
New York
$106M -$398K -2,819 -0.4%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$105M -$29.9M -211,455 -23%
Legal & General Group
25
Legal & General Group
United Kingdom
$104M +$6.65M +47,111 +7%