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Sun Communities

498 hedge funds and large institutions have $14.5B invested in Sun Communities in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 167

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.26% more ownership

Funds ownership: 96.59%98.85% (+2.3%)

3% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.8M

1% less funds holding

Funds holding: 503498 (-5)

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

7% less capital invested

Capital invested by funds: $15.7B → $14.5B (-$1.14B)

Holders
498
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
7.9%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
56
Increased
205
Reduced
167
Closed
58
Calls
$12.1M
Puts
$11.8M
Net Calls
+$320K
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
226
Integrated Investment Consultants
Michigan
$1.67M -$1.14K -9 -0.1%
AIC
227
Aurora Investment Counsel
Georgia
$1.65M +$53.7K +423 +3%
FHB
228
First Hawaiian Bank
Hawaii
$1.65M +$21.6K +170 +1%
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$1.64M +$27.9K +220 +2%
WA
230
WBH Advisory
Maryland
$1.6M -$86.7K -683 -5%
FC
231
FORA Capital
Florida
$1.58M +$690K +5,437 +69%
Stifel Financial
232
Stifel Financial
Missouri
$1.58M -$153K -1,206 -8%
CS
233
Capital Square
Tennessee
$1.53M +$252K +1,984 +16%
FPAS
234
Focus Partners Advisor Solutions
Missouri
$1.47M
GA
235
GRS Advisors
Illinois
$1.47M
AAM
236
Advisors Asset Management
Colorado
$1.45M +$311K +2,451 +25%
AB
237
Amalgamated Bank
New York
$1.43M -$7.36K -58 -0.5%
AQR Capital Management
238
AQR Capital Management
Connecticut
$1.42M +$298K +2,351 +24%
Public Sector Pension Investment Board (PSP Investments)
239
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.42M
WAM
240
Wolverine Asset Management
Illinois
$1.37M +$1.35M +10,625 +1,089%
VA
241
Vident Advisory
Georgia
$1.35M +$1.45M +11,440 New
Mariner
242
Mariner
Kansas
$1.34M +$23.2K +183 +2%
Franklin Resources
243
Franklin Resources
California
$1.33M +$41.5K +327 +3%
D.E. Shaw & Co
244
D.E. Shaw & Co
New York
$1.33M -$11.8M -92,995 -89%
GIBU
245
Gulf International Bank (UK)
United Kingdom
$1.33M -$171K -1,349 -11%
BCIM
246
British Columbia Investment Management
British Columbia, Canada
$1.33M
USCWA
247
U.S. Capital Wealth Advisors
Texas
$1.31M +$2.16K +17 +0.2%
PCM
248
Prelude Capital Management
New York
$1.3M -$139K -1,096 -9%
Loomis, Sayles & Company
249
Loomis, Sayles & Company
Massachusetts
$1.29M -$14.1M -111,039 -91%
PFC
250
Phocas Financial Corp
California
$1.28M -$21.7K -171 -2%

SUI Hedge Fund Activity: Q3 2023 in Review

498 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2023, worth a combined $14.5B — down 7.3% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SUI and 56 opened new positions — a net loss of 2 holders — while 167 trimmed existing stakes and 205 added.

The largest buyer was PGGM Investments, opening a new position worth an estimated $140M. The largest seller was American Century Companies, cutting an estimated $151M.

  • 498 institutional investors held Sun Communities (SUI) as of Q3 2023, down from 503 in Q2 2023.
  • Funds reported $14.5B of Sun Communities stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 56 funds opened new Sun Communities positions in Q3 2023 and 58 closed out, a net change of -2 holders.
  • The largest Sun Communities buyer in Q3 2023 was PGGM Investments, an estimated $140M added.
  • The largest Sun Communities seller in Q3 2023 was American Century Companies, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2023.