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Sun Communities

432 hedge funds and large institutions have $13.1B invested in Sun Communities in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 159 increasing their positions, 160 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 93.56%94.91% (+1.3%)

5% more capital invested

Capital invested by funds: $12.5B → $13.1B (+$609M)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 160

1% less funds holding

Funds holding: 438432 (-6)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

58% less call options, than puts

Call options by funds: $13.4M | Put options by funds: $31.7M

Holders
432
Holders Change
-6
Holders Change %
-1.37%
% of All Funds
8.72%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.22%
New
36
Increased
159
Reduced
160
Closed
36
Calls
$13.4M
Puts
$31.7M
Net Calls
-$18.3M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.92B -$25.4M -176,991 -1%
BlackRock
2
BlackRock
New York
$1.18B -$1.28M -8,903 -0.1%
Capital World Investors
3
Capital World Investors
California
$686M +$448K +3,126 +0.1%
State Street
4
State Street
Massachusetts
$570M -$27.4M -190,975 -5%
Principal Financial Group
5
Principal Financial Group
Iowa
$452M +$8.55M +59,632 +2%
Cohen & Steers
6
Cohen & Steers
New York
$403M +$88.6M +617,733 +27%
Aristotle Capital Management
7
Aristotle Capital Management
California
$377M +$9.28M +64,680 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$334M +$524K +3,652 +0.2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$303M +$24.5M +170,583 +9%
N
10
Nuveen
North Carolina
$278M -$22.1M -154,209 -7%
American Century Companies
11
American Century Companies
Missouri
$273M -$6.37M -44,397 -2%
PI
12
PGGM Investments
Netherlands
$273M +$21.9M +153,000 +9%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$231M +$2.3M +16,064 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$219M +$18.1M +126,024 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$199M -$497K -3,464 -0.2%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$193M +$193M +1,348,548 +5,528%
Invesco
17
Invesco
Georgia
$170M +$21.1M +146,813 +14%
Legal & General Group
18
Legal & General Group
United Kingdom
$163M +$5.41M +37,717 +3%
Bank of America
19
Bank of America
North Carolina
$150M -$13.1M -91,175 -8%
Northern Trust
20
Northern Trust
Illinois
$149M -$684K -4,771 -0.4%
Goldman Sachs
21
Goldman Sachs
New York
$143M +$71.6M +499,204 +96%
Norges Bank
22
Norges Bank
Norway
$137M +$2.46M +17,153 +2%
Deutsche Bank
23
Deutsche Bank
Germany
$133M +$2.35M +16,379 +2%
JP Morgan Chase
24
JP Morgan Chase
New York
$127M -$10.5M -73,275 -7%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$114M +$2.53M +17,615 +2%