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Sun Communities

503 hedge funds and large institutions have $17B invested in Sun Communities in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $17.4M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

1.14% more ownership

Funds ownership: 97.29%98.43% (+1.1%)

8% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 51

0% more capital invested

Capital invested by funds: $17B → $17B (+$16.3M)

1% less funds holding

Funds holding: 510503 (-7)

38% less funds holding in top 10

Funds holding in top 10: 2415 (-9)

Holders
503
Holders Change
-7
Holders Change %
-1.37%
% of All Funds
8.02%
Holding in Top 10
15
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-37.5%
% of All Funds
0.24%
New
55
Increased
202
Reduced
172
Closed
51
Calls
$25.2M
Puts
$17.4M
Net Calls
+$7.86M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.52B +$23.5M +160,619 +0.9%
BlackRock
2
BlackRock
New York
$1.54B +$39.9M +273,133 +3%
Cohen & Steers
3
Cohen & Steers
New York
$1.27B -$146M -1,001,270 -10%
JP Morgan Chase
4
JP Morgan Chase
New York
$890M +$137M +939,057 +17%
State Street
5
State Street
Massachusetts
$833M +$12.4M +85,103 +1%
Principal Financial Group
6
Principal Financial Group
Iowa
$633M -$4.66M -31,875 -0.7%
Capital World Investors
7
Capital World Investors
California
$388M +$208K +1,425 +0.1%
Invesco
8
Invesco
Georgia
$373M +$19.2M +131,218 +5%
Norges Bank
9
Norges Bank
Norway
$319M +$8.98M +61,423 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$311M +$13.7M +93,952 +4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$305M +$29.1M +198,974 +10%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$298M +$1.15M +7,870 +0.4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$287M +$6.29M +43,070 +2%
CIM
14
Centersquare Investment Management
Pennsylvania
$261M -$61.6M -421,445 -19%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$243M +$8.24M +56,353 +3%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$238M -$47.6M -325,566 -16%
American Century Companies
17
American Century Companies
Missouri
$228M -$52.3M -357,591 -18%
N
18
Nuveen
North Carolina
$228M +$10.3M +70,482 +5%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$190M +$30M +205,379 +18%
Citadel Advisors
20
Citadel Advisors
Florida
$188M +$114M +779,349 +140%
Legal & General Group
21
Legal & General Group
United Kingdom
$187M +$5.6M +38,349 +3%
Northern Trust
22
Northern Trust
Illinois
$178M +$4.19M +28,679 +2%
Morgan Stanley
23
Morgan Stanley
New York
$176M +$8.02M +54,909 +5%
CIMLRA
24
CBRE Investment Management Listed Real Assets
Pennsylvania
$169M +$86.8M +593,979 +99%
ESCM
25
Echo Street Capital Management
New York
$157M -$22.6M -154,725 -12%