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Sun Communities

431 hedge funds and large institutions have $10.8B invested in Sun Communities in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 156 increasing their positions, 160 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $11.5M

1.09% more ownership

Funds ownership: 91.68%92.77% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 160

7% less funds holding

Funds holding: 462431 (-31)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

15% less capital invested

Capital invested by funds: $12.8B → $10.8B (-$1.97B)

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

Holders
431
Holders Change
-31
Holders Change %
-6.71%
% of All Funds
9.5%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
49
Increased
156
Reduced
160
Closed
74
Calls
$22.4M
Puts
$11.5M
Net Calls
+$10.9M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.72B +$40.3M +267,139 +2%
BlackRock
2
BlackRock
New York
$1.01B +$22.5M +149,015 +2%
Capital World Investors
3
Capital World Investors
California
$581M +$154M +1,019,884 +28%
State Street
4
State Street
Massachusetts
$549M +$24.9M +164,911 +4%
Principal Financial Group
5
Principal Financial Group
Iowa
$390M +$37.3M +247,287 +9%
Aristotle Capital Management
6
Aristotle Capital Management
California
$385M +$7.92M +52,475 +2%
N
7
Nuveen
North Carolina
$309M +$88.9M +588,988 +31%
Invesco
8
Invesco
Georgia
$277M +$42.1M +278,458 +14%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$215M -$15.1M -100,294 -6%
PI
10
PGGM Investments
Netherlands
$208M
Fidelity Investments
11
Fidelity Investments
Massachusetts
$208M -$6.43M -42,556 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$181M -$2.41M -15,929 -1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$171M +$412K +2,730 +0.2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$171M -$10.9M -71,962 -5%
Charles Schwab
15
Charles Schwab
California
$169M +$10.4M +68,951 +5%
Legal & General Group
16
Legal & General Group
United Kingdom
$130M +$41.6M +275,708 +36%
Northern Trust
17
Northern Trust
Illinois
$128M +$6.59M +43,641 +4%
Bank of America
18
Bank of America
North Carolina
$127M -$36.1M -239,158 -19%
CIM
19
Centersquare Investment Management
Pennsylvania
$124M -$68M -450,533 -31%
Norges Bank
20
Norges Bank
Norway
$115M +$7.01M +46,430 +5%
Goldman Sachs
21
Goldman Sachs
New York
$104M +$21.2M +140,481 +20%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$97.1M +$4.39M +29,052 +4%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$96.6M +$18.6M +123,292 +19%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$95.5M +$45.2M +299,562 +64%
DPIM
25
Duff & Phelps Investment Management
Illinois
$92.1M +$2.5M +16,576 +2%