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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
LMIM
251
Lockheed Martin Investment Management
Maryland
$1.26M
N
252
Natixis
France
$1.25M -$2.71M -21,376 -67%
EMPI
253
Elo Mutual Pension Insurance
Finland
$1.23M +$19.2K +151 +1%
SG Americas Securities
254
SG Americas Securities
New York
$1.23M +$215K +1,691 +20%
OAM
255
Ostrum Asset Management
France
$1.15M -$8.38K -66 -0.7%
MGP
256
Metis Global Partners
California
$1.15M +$51.2K +403 +4%
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$1.13M
BNP Paribas Financial Markets
258
BNP Paribas Financial Markets
France
$1.09M -$8.59M -67,668 -88%
FLC
259
Fifth Lane Capital
Texas
$1.07M +$1.14M +9,000 New
AI
260
Atria Investments
North Carolina
$1.06M +$150K +1,185 +15%
Envestnet Portfolio Solutions
261
Envestnet Portfolio Solutions
Illinois
$1.05M +$1.13M +8,869 New
Federated Hermes
262
Federated Hermes
Pennsylvania
$1.04M +$127K +1,000 +13%
JF
263
Jump Financial
Illinois
$1,000K +$1.07M +8,450 New
TI
264
Tidal Investments
Wisconsin
$981K +$44.3K +349 +4%
WC
265
Wexford Capital
Florida
$979K +$279K +2,195 +36%
CIA
266
Cascade Investment Advisors
Oregon
$967K +$41.9K +330 +4%
Commonwealth Equity Services
267
Commonwealth Equity Services
Massachusetts
$959K +$19.7K +155 +2%
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$950K -$93.7K -738 -8%
IMRF
269
Illinois Municipal Retirement Fund
Illinois
$911K
EI
270
Ethic Inc
New York
$909K -$86.1K -678 -8%
NW
271
Naviter Wealth
Arkansas
$907K +$185K +1,457 +24%
Creative Planning
272
Creative Planning
Kansas
$890K +$310K +2,440 +48%
O
273
Ossiam
France
$874K +$489K +3,851 +109%
X
274
Xponance
Pennsylvania
$873K +$24.2K +191 +3%
AIM
275
Aurora Investment Managers
Florida
$835K +$74.8K +589 +9%

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.