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Sun Communities

462 hedge funds and large institutions have $12.8B invested in Sun Communities in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 28

104% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $21.4M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more funds holding

Funds holding: 401462 (+61)

1% less capital invested

Capital invested by funds: $12.9B → $12.8B (-$82M)

2% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 155

3.8% less ownership

Funds ownership: 95.48%91.68% (-3.8%)

Holders
462
Holders Change
+61
Holders Change %
+15.21%
% of All Funds
9.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.22%
New
93
Increased
152
Reduced
155
Closed
28
Calls
$43.6M
Puts
$21.4M
Net Calls
+$22.2M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.03B +$89.5M +574,792 +4%
BlackRock
2
BlackRock
New York
$1.19B +$48.1M +308,553 +4%
State Street
3
State Street
Massachusetts
$635M -$46.7M -299,641 -7%
Capital World Investors
4
Capital World Investors
California
$546M +$198M +1,274,104 +54%
Aristotle Capital Management
5
Aristotle Capital Management
California
$455M +$160M +1,030,265 +52%
Principal Financial Group
6
Principal Financial Group
Iowa
$432M +$5.13M +32,927 +1%
Invesco
7
Invesco
Georgia
$291M +$26.9M +172,964 +10%
Cohen & Steers
8
Cohen & Steers
New York
$289M -$723M -4,642,334 -71%
N
9
Nuveen
North Carolina
$283M -$14.4M -92,257 -5%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$274M +$16.6M +106,345 +6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$256M -$11M -70,428 -4%
PI
12
PGGM Investments
Netherlands
$250M +$45.8M +294,093 +21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$220M +$20.6M +132,270 +10%
CIM
14
Centersquare Investment Management
Pennsylvania
$217M -$29.6M -189,970 -12%
AllianceBernstein
15
AllianceBernstein
Tennessee
$216M -$41.6M -266,905 -16%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$206M +$4.54M +29,124 +2%
Charles Schwab
17
Charles Schwab
California
$193M +$8.84M +56,752 +5%
Bank of America
18
Bank of America
North Carolina
$189M +$93.5M +600,282 +91%
Northern Trust
19
Northern Trust
Illinois
$148M +$5.79M +37,154 +4%
Citadel Advisors
20
Citadel Advisors
Florida
$133M +$31.7M +203,368 +30%
Norges Bank
21
Norges Bank
Norway
$131M +$7.52M +48,288 +6%
Legal & General Group
22
Legal & General Group
United Kingdom
$115M +$9.99M +64,123 +9%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$112M +$57.2M +366,999 +96%
DPIM
24
Duff & Phelps Investment Management
Illinois
$108M +$2.81M +18,050 +3%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$104M -$13.4M -85,894 -11%