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Sun Communities

431 hedge funds and large institutions have $10.8B invested in Sun Communities in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 156 increasing their positions, 160 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $22.4M | Put options by funds: $11.5M

1.09% more ownership

Funds ownership: 91.68%92.77% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 160

7% less funds holding

Funds holding: 462431 (-31)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

15% less capital invested

Capital invested by funds: $12.8B → $10.8B (-$1.97B)

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

Holders
431
Holders Change
-31
Holders Change %
-6.71%
% of All Funds
9.5%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.22%
New
49
Increased
156
Reduced
160
Closed
74
Calls
$22.4M
Puts
$11.5M
Net Calls
+$10.9M
Net Calls Change
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
301
Greenleaf Trust
Michigan
$310K -$2.42K -16 -0.6%
RFC
302
Regions Financial Corp
Alabama
$297K -$1.81K -12 -0.5%
NPF
303
Norris Perne & French
Michigan
$291K
CP
304
Covenant Partners
Tennessee
$290K +$133K +881 +61%
BRWA
305
B. Riley Wealth Advisors
Florida
$285K -$3.77K -25 -1%
WAM
306
World Asset Management
Michigan
$283K -$35.5K -235 -9%
PA
307
PFG Advisors
Arizona
$280K
JG
308
Jefferies Group
New York
$279K -$4.17M -27,610 -93%
MYAM
309
Meiji Yasuda Asset Management
Japan
$278K -$86.1K -570 -20%
AI
310
Atom Investors
Texas
$275K +$333K +2,204 New
Man Group
311
Man Group
United Kingdom
$271K +$328K +2,174 New
Manulife (Manufacturers Life Insurance)
312
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$270K +$1.06K +7 +0.3%
CAM
313
Cresset Asset Management
Illinois
$262K -$41.1K -272 -12%
ZIC
314
ZWJ Investment Counsel
Georgia
$253K -$99.7K -660 -25%
CNBT
315
Canandaigua National Bank & Trust
New York
$253K +$19.8K +131 +7%
ABC
316
Associated Banc-Corp
Wisconsin
$253K +$306K +2,028 New
B
317
Bailard
California
$250K
PIA
318
Piedmont Investment Advisors
North Carolina
$249K +$40.5K +268 +16%
PA
319
Profund Advisors
Maryland
$237K -$134K -889 -32%
ZCM
320
Ziegler Capital Management
Illinois
$228K +$275K +1,824 New
AIM
321
Aurora Investment Managers
Florida
$225K -$335K -2,216 -55%
FWIA
322
Fort Washington Investment Advisors
Ohio
$225K +$272K +1,800 New
PCM
323
Penserra Capital Management
California
$224K +$76.7K +508 +43%
RJT
324
Raymond James Trust
Florida
$219K +$12.4K +82 +5%
ARMT
325
Amica Retiree Medical Trust
Rhode Island
$213K

SUI Hedge Fund Activity: Q1 2020 in Review

431 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2020, worth a combined $10.8B — down 15% from $12.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of SUI and 49 opened new positions — a net loss of 25 holders — while 160 trimmed existing stakes and 156 added.

The largest buyer was Capital World Investors, adding an estimated $154M. The largest seller was Cohen & Steers, cutting an estimated $186M.

  • 431 institutional investors held Sun Communities (SUI) as of Q1 2020, down from 462 in Q4 2019.
  • Funds reported $10.8B of Sun Communities stock for Q1 2020, down 15% quarter-over-quarter.
  • 49 funds opened new Sun Communities positions in Q1 2020 and 74 closed out, a net change of -25 holders.
  • The largest Sun Communities buyer in Q1 2020 was Capital World Investors, an estimated $154M added.
  • The largest Sun Communities seller in Q1 2020 was Cohen & Steers, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2020.