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Sun Communities

525 hedge funds and large institutions have $24.4B invested in Sun Communities in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 134 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $5.96M

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

84% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 134

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

20% more capital invested

Capital invested by funds: $20.3B → $24.4B (+$4.12B)

8% more funds holding

Funds holding: 488525 (+37)

6% more ownership

Funds ownership: 94.66%100.66% (+6%)

Holders
525
Holders Change
+37
Holders Change %
+7.58%
% of All Funds
8.08%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
85
Increased
247
Reduced
134
Closed
43
Calls
$15.7M
Puts
$5.96M
Net Calls
+$9.75M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.48B +$105M +531,722 +3%
BlackRock
2
BlackRock
New York
$2.21B +$166M +845,015 +9%
Cohen & Steers
3
Cohen & Steers
New York
$1.36B +$155M +789,053 +14%
State Street
4
State Street
Massachusetts
$1.07B +$66.4M +336,953 +7%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.03B +$44M +223,492 +5%
Principal Financial Group
6
Principal Financial Group
Iowa
$894M +$8.59M +43,611 +1%
Capital World Investors
7
Capital World Investors
California
$721M -$146M -743,584 -18%
Aristotle Capital Management
8
Aristotle Capital Management
California
$656M +$18.9M +96,084 +3%
Norges Bank
9
Norges Bank
Norway
$416M +$1.38M +7,008 +0.4%
American Century Companies
10
American Century Companies
Missouri
$413M +$67.8M +344,300 +21%
N
11
Nuveen
North Carolina
$413M +$56M +284,518 +17%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$378M +$7.49M +38,035 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$368M +$18.6M +94,345 +6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$367M -$967K -4,909 -0.3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$366M +$29.4M +149,489 +9%
CIM
16
Centersquare Investment Management
Pennsylvania
$352M +$14.2M +72,244 +5%
Deutsche Bank
17
Deutsche Bank
Germany
$346M -$18.5M -93,720 -5%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$292M +$14.1M +71,686 +5%
Legal & General Group
19
Legal & General Group
United Kingdom
$250M -$848K -4,306 -0.4%
ESCM
20
Echo Street Capital Management
New York
$249M +$34.5M +175,001 +17%
CIMLRA
21
CBRE Investment Management Listed Real Assets
Pennsylvania
$244M +$56.5M +286,936 +33%
Invesco
22
Invesco
Georgia
$233M +$184M +933,997 +526%
Northern Trust
23
Northern Trust
Illinois
$225M -$4.63M -23,503 -2%
UBS AM
24
UBS AM
Illinois
$218M +$11.9M +60,308 +6%
Millennium Management
25
Millennium Management
New York
$217M +$56M +284,377 +38%