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Sun Communities

510 hedge funds and large institutions have $17B invested in Sun Communities in 2022 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 196 increasing their positions, 182 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $8.36M | Put options by funds: $5.28M

41% more funds holding in top 10

Funds holding in top 10: 1724 (+7)

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

6% more capital invested

Capital invested by funds: $16B → $17B (+$975M)

1.13% more ownership

Funds ownership: 96.16%97.29% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 182

0% more funds holding

Funds holding: 508510 (+2)

Holders
510
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
8.2%
Holding in Top 10
24
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+41.18%
% of All Funds
0.39%
New
69
Increased
196
Reduced
182
Closed
57
Calls
$8.36M
Puts
$5.28M
Net Calls
+$3.08M
Net Calls Change
-$9.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.53B +$41.2M +301,602 +2%
BlackRock
2
BlackRock
New York
$1.52B +$18.8M +137,493 +1%
Cohen & Steers
3
Cohen & Steers
New York
$1.43B +$147M +1,076,257 +12%
State Street
4
State Street
Massachusetts
$834M +$11.7M +85,688 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$769M +$22M +160,880 +3%
Principal Financial Group
6
Principal Financial Group
Iowa
$647M -$20.5M -149,866 -3%
Capital World Investors
7
Capital World Investors
California
$393M -$52.5M -384,371 -12%
Invesco
8
Invesco
Georgia
$360M +$29.5M +215,732 +9%
CIM
9
Centersquare Investment Management
Pennsylvania
$325M -$5.51M -40,320 -2%
Norges Bank
10
Norges Bank
Norway
$315M +$5.88M +43,023 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$302M +$26.8M +196,046 +10%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$301M +$5.2M +38,102 +2%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$288M +$30.4M +222,611 +12%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$286M +$23.8M +174,087 +10%
American Century Companies
15
American Century Companies
Missouri
$283M +$33.2M +243,047 +14%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$281M +$77.8M +569,399 +41%
N
17
Nuveen
North Carolina
$221M -$15.6M -114,467 -7%
Legal & General Group
18
Legal & General Group
United Kingdom
$184M -$3.06M -22,437 -2%
ESCM
19
Echo Street Capital Management
New York
$182M +$11M +80,490 +7%
Northern Trust
20
Northern Trust
Illinois
$176M +$30.8M +225,257 +22%
Millennium Management
21
Millennium Management
New York
$173M +$72.1M +528,254 +78%
Morgan Stanley
22
Morgan Stanley
New York
$171M +$36.5M +267,475 +29%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$163M +$36.1M +264,472 +30%
DPIM
24
Duff & Phelps Investment Management
Illinois
$158M +$1.15M +8,430 +0.8%
UBS AM
25
UBS AM
Illinois
$142M -$4.37M -31,968 -3%