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Sun Communities

502 hedge funds and large institutions have $18.8B invested in Sun Communities in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 201 increasing their positions, 170 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 170

4% less funds holding

Funds holding: 523502 (-21)

4.16% less ownership

Funds ownership: 101.36%97.2% (-4.2%)

8% less capital invested

Capital invested by funds: $20.5B → $18.8B (-$1.73B)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

16% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 62

38% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $36.5M

Holders
502
Holders Change
-21
Holders Change %
-4.02%
% of All Funds
8.46%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.27%
New
52
Increased
201
Reduced
170
Closed
62
Calls
$22.8M
Puts
$36.5M
Net Calls
-$13.7M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.69B +$68.5M +408,132 +2%
BlackRock
2
BlackRock
New York
$1.64B +$33.8M +201,629 +2%
Cohen & Steers
3
Cohen & Steers
New York
$1.45B +$168M +1,003,350 +12%
State Street
4
State Street
Massachusetts
$912M +$8.04M +47,904 +0.8%
JP Morgan Chase
5
JP Morgan Chase
New York
$868M +$117M +694,563 +15%
Principal Financial Group
6
Principal Financial Group
Iowa
$751M +$23.1M +137,594 +3%
Capital World Investors
7
Capital World Investors
California
$548M +$78K +465 +0%
Aristotle Capital Management
8
Aristotle Capital Management
California
$497M +$630K +3,757 +0.1%
Invesco
9
Invesco
Georgia
$367M +$65.1M +388,049 +20%
Norges Bank
10
Norges Bank
Norway
$359M +$42.5M +253,236 +13%
CIM
11
Centersquare Investment Management
Pennsylvania
$352M +$68M +404,999 +22%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$333M +$49.4M +294,585 +16%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$325M +$39.4M +234,637 +13%
N
14
Nuveen
North Carolina
$297M -$21.5M -128,104 -6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$291M +$8.09M +48,192 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$280M +$1.83M +10,893 +0.6%
American Century Companies
17
American Century Companies
Missouri
$275M +$409K +2,438 +0.1%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$272M +$746K +4,445 +0.3%
ESCM
19
Echo Street Capital Management
New York
$202M +$928K +5,532 +0.4%
Legal & General Group
20
Legal & General Group
United Kingdom
$200M +$12.3M +73,111 +6%
DPIM
21
Duff & Phelps Investment Management
Illinois
$178M +$38.1M +227,250 +25%
UBS AM
22
UBS AM
Illinois
$169M +$3.93M +23,442 +2%
Northern Trust
23
Northern Trust
Illinois
$164M -$2.52M -15,021 -1%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$149M -$2.9M -17,253 -2%
Charles Schwab
25
Charles Schwab
California
$146M +$6.75M +40,222 +5%