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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
William Blair & Company
276
William Blair & Company
Illinois
$810K -$2.92K -23 -0.3%
PAS
277
Park Avenue Securities
New York
$795K +$852K +6,714 New
PP
278
Prudential plc
United Kingdom
$779K +$195K +1,537 +30%
OIAM
279
OFI Invest Asset Management
France
$772K -$58.3K -459 -6%
GCP
280
Garda Capital Partners
Minnesota
$752K +$806K +6,352 New
NB
281
Norinchukin Bank
Japan
$743K +$49.8K +392 +7%
IA
282
IFP Advisors
Florida
$739K -$14.3K -113 -2%
LF
283
Lee Financial
Texas
$738K +$203K +1,600 +35%
Swedbank
284
Swedbank
Sweden
$738K
AAM
285
Azzad Asset Management
Virginia
$734K +$29.2K +230 +4%
YCM
286
Yousif Capital Management
Michigan
$726K +$2.54K +20 +0.3%
VPIM
287
Vanguard Personalized Indexing Management
California
$710K +$14.2K +112 +2%
RCM
288
RB Capital Management
Nevada
$704K -$9.14K -72 -1%
CS
289
Candriam SCA
Luxembourg
$690K
UCFA
290
United Capital Financial Advisors
Texas
$670K -$45.2K -356 -6%
SW
291
SkyOak Wealth
Michigan
$669K -$130K -1,024 -15%
HCM
292
HGI Capital Management
New York
$662K +$710K +5,591 New
CAN
293
Cetera Advisor Networks
California
$660K +$274K +2,159 +63%
BMSSC
294
B. Metzler seel. Sohn & Co
Germany
$659K
HighTower Advisors
295
HighTower Advisors
Illinois
$658K -$210K -1,655 -23%
MML Investors Services
296
MML Investors Services
Massachusetts
$643K +$27.8K +219 +4%
YIH
297
Y-Intercept (HK)
Hong Kong
$623K +$668K +5,265 New
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$617K +$64.6K +509 +11%
EGM
299
Engineers Gate Manager
New York
$615K +$660K +5,200 New
APG Asset Management
300
APG Asset Management
Netherlands
$612K

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.