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Sun Communities

458 hedge funds and large institutions have $16.8B invested in Sun Communities in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 134 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 134

30% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 47

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

6% more capital invested

Capital invested by funds: $15.8B → $16.8B (+$931M)

3% more funds holding

Funds holding: 446458 (+12)

0.17% less ownership

Funds ownership: 96.88%96.71% (-0.17%)

73% less call options, than puts

Call options by funds: $21.7M | Put options by funds: $80.6M

Holders
458
Holders Change
+12
Holders Change %
+2.69%
% of All Funds
8.04%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.25%
New
61
Increased
208
Reduced
134
Closed
47
Calls
$21.7M
Puts
$80.6M
Net Calls
-$58.9M
Net Calls Change
-$57.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.33B +$147M +996,752 +7%
BlackRock
2
BlackRock
New York
$1.48B +$60.3M +408,329 +4%
Cohen & Steers
3
Cohen & Steers
New York
$1.39B +$353M +2,392,635 +35%
Capital World Investors
4
Capital World Investors
California
$733M +$343K +2,325 +0%
State Street
5
State Street
Massachusetts
$640M +$12.4M +84,311 +2%
Principal Financial Group
6
Principal Financial Group
Iowa
$624M +$85.2M +577,303 +16%
JP Morgan Chase
7
JP Morgan Chase
New York
$622M +$231M +1,562,455 +61%
Aristotle Capital Management
8
Aristotle Capital Management
California
$460M +$31.7M +214,687 +8%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$356M +$47.4M +321,146 +16%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$263M +$11.5M +78,167 +5%
Norges Bank
11
Norges Bank
Norway
$252M +$99.2M +671,809 +67%
American Century Companies
12
American Century Companies
Missouri
$247M +$3.18M +21,565 +1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$238M +$1.08M +7,299 +0.5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$233M +$4.08M +27,646 +2%
N
15
Nuveen
North Carolina
$232M -$18.9M -127,708 -8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$225M +$13M +88,086 +6%
CIM
17
Centersquare Investment Management
Pennsylvania
$220M +$72M +487,316 +50%
Deutsche Bank
18
Deutsche Bank
Germany
$203M +$30.1M +203,732 +18%
Legal & General Group
19
Legal & General Group
United Kingdom
$196M +$3.57M +24,172 +2%
LPC
20
Long Pond Capital
New York
$187M +$51.9M +351,288 +39%
PI
21
PGGM Investments
Netherlands
$180M -$176M -1,190,252 -50%
Northern Trust
22
Northern Trust
Illinois
$178M +$7.58M +51,322 +5%
ESCM
23
Echo Street Capital Management
New York
$166M +$38.1M +258,149 +30%
Bank of America
24
Bank of America
North Carolina
$151M -$39.5M -267,192 -21%
UBS AM
25
UBS AM
Illinois
$140M +$24.4M +165,525 +22%