We are live on ! Find out more
SUI icon

Sun Communities

488 hedge funds and large institutions have $20.3B invested in Sun Communities in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 205 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 27

37% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 150

7% more funds holding

Funds holding: 454488 (+34)

6% more capital invested

Capital invested by funds: $19.2B → $20.3B (+$1.15B)

5.32% less ownership

Funds ownership: 99.98%94.66% (-5.3%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

36% less call options, than puts

Call options by funds: $18.8M | Put options by funds: $29.5M

Holders
488
Holders Change
+34
Holders Change %
+7.49%
% of All Funds
8.54%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.25%
New
66
Increased
205
Reduced
150
Closed
27
Calls
$18.8M
Puts
$29.5M
Net Calls
-$10.7M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.97B +$98.7M +511,242 +3%
BlackRock
2
BlackRock
New York
$1.79B -$37.6M -194,900 -2%
Cohen & Steers
3
Cohen & Steers
New York
$1.05B -$647M -3,350,814 -37%
State Street
4
State Street
Massachusetts
$877M +$38M +196,809 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$863M +$84.7M +439,179 +10%
Principal Financial Group
6
Principal Financial Group
Iowa
$781M -$4.57M -23,662 -0.6%
Capital World Investors
7
Capital World Investors
California
$773M -$94.4M -489,433 -10%
Aristotle Capital Management
8
Aristotle Capital Management
California
$560M -$7.27M -37,695 -1%
Norges Bank
9
Norges Bank
Norway
$366M -$1.33M -6,913 -0.3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$326M +$2M +10,345 +0.6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$325M +$3.24M +16,771 +1%
Deutsche Bank
12
Deutsche Bank
Germany
$322M +$82.3M +426,478 +32%
N
13
Nuveen
North Carolina
$312M +$6.8M +35,237 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$307M +$17.4M +89,963 +6%
American Century Companies
15
American Century Companies
Missouri
$301M +$8.12M +42,090 +3%
CIM
16
Centersquare Investment Management
Pennsylvania
$297M +$5.17M +26,808 +2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$295M +$7.8M +40,401 +3%
PI
18
PGGM Investments
Netherlands
$265M -$127M -660,503 -32%
Daiwa Securities Group
19
Daiwa Securities Group
Japan
$244M -$169M -877,848 -40%
Legal & General Group
20
Legal & General Group
United Kingdom
$221M -$10.6M -55,142 -4%
Northern Trust
21
Northern Trust
Illinois
$202M -$11.1M -57,528 -5%
ESCM
22
Echo Street Capital Management
New York
$187M -$34.5M -178,915 -15%
Bank of America
23
Bank of America
North Carolina
$187M -$8.5M -44,053 -4%
UBS AM
24
UBS AM
Illinois
$181M +$14.2M +73,502 +8%
Charles Schwab
25
Charles Schwab
California
$166M +$11.3M +58,810 +7%