We are live on ! Find out more
SUI icon

Sun Communities

508 hedge funds and large institutions have $16B invested in Sun Communities in 2022 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 201 increasing their positions, 174 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $7.2M

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

16% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 174

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

1% more funds holding

Funds holding: 502508 (+6)

1.04% less ownership

Funds ownership: 97.2%96.16% (-1%)

15% less capital invested

Capital invested by funds: $18.8B → $16B (-$2.79B)

Holders
508
Holders Change
+6
Holders Change %
+1.2%
% of All Funds
8.75%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
65
Increased
201
Reduced
174
Closed
55
Calls
$20.1M
Puts
$7.2M
Net Calls
+$12.9M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.36B +$80M +505,660 +3%
BlackRock
2
BlackRock
New York
$1.42B +$33M +208,920 +2%
Cohen & Steers
3
Cohen & Steers
New York
$1.21B -$29.1M -183,940 -2%
State Street
4
State Street
Massachusetts
$777M +$2.2M +13,941 +0.2%
JP Morgan Chase
5
JP Morgan Chase
New York
$706M -$36.6M -231,191 -4%
Principal Financial Group
6
Principal Financial Group
Iowa
$633M -$6.21M -39,289 -0.8%
Capital World Investors
7
Capital World Investors
California
$424M -$47.7M -301,543 -9%
CIM
8
Centersquare Investment Management
Pennsylvania
$313M +$16.6M +104,684 +5%
Invesco
9
Invesco
Georgia
$312M -$201K -1,268 -0.1%
Norges Bank
10
Norges Bank
Norway
$293M -$14.1M -89,130 -4%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$280M -$3.24M -20,475 -1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$260M -$19.6M -123,632 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$247M +$69.9K +442 +0%
Daiwa Securities Group
14
Daiwa Securities Group
Japan
$242M +$13.4M +84,696 +5%
American Century Companies
15
American Century Companies
Missouri
$235M +$1.25M +7,932 +0.5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$229M -$10.2M -64,273 -4%
N
17
Nuveen
North Carolina
$225M -$32.2M -203,633 -11%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$189M +$72.6M +459,110 +49%
Legal & General Group
19
Legal & General Group
United Kingdom
$177M +$8.78M +55,538 +4%
ESCM
20
Echo Street Capital Management
New York
$161M -$12.7M -80,513 -6%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$158M +$74.5M +470,914 +68%
DPIM
22
Duff & Phelps Investment Management
Illinois
$152M -$1.92M -12,150 -1%
UBS AM
23
UBS AM
Illinois
$139M -$5.56M -35,141 -3%
Northern Trust
24
Northern Trust
Illinois
$136M -$3.93M -24,870 -2%
PI
25
PGGM Investments
Netherlands
$134M +$157M +993,844 New