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Sun Communities

502 hedge funds and large institutions have $18.8B invested in Sun Communities in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 201 increasing their positions, 170 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 170

4% less funds holding

Funds holding: 523502 (-21)

4.16% less ownership

Funds ownership: 101.36%97.2% (-4.2%)

8% less capital invested

Capital invested by funds: $20.5B → $18.8B (-$1.73B)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

16% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 62

38% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $36.5M

Holders
502
Holders Change
-21
Holders Change %
-4.02%
% of All Funds
8.46%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.27%
New
52
Increased
201
Reduced
170
Closed
62
Calls
$22.8M
Puts
$36.5M
Net Calls
-$13.7M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$640K +$90.1K +537 +15%
KJHP
302
K.J. Harrison & Partners
Ontario, Canada
$632K -$3.02M -17,985 -82%
VEA
303
Virtus ETF Advisers
New York
$629K +$663K +3,949 New
CIC
304
Crawford Investment Counsel
Georgia
$626K -$12.6K -75 -2%
RJFSA
305
Raymond James Financial Services Advisors
Florida
$625K -$35.4K -211 -5%
BTWM
306
Baker Tilly Wealth Management
Wisconsin
$623K -$15.6K -93 -2%
LF
307
Lee Financial
Texas
$614K
Citadel Advisors
308
Citadel Advisors
Florida
$604K -$44.7M -266,580 -99%
Impax Asset Management Group
309
Impax Asset Management Group
United Kingdom
$600K -$60.4K -360 -9%
MOS
310
MGO One Seven
Ohio
$582K -$23.8K -142 -4%
RFC
311
Regions Financial Corp
Alabama
$568K +$11.9K +71 +2%
Cetera Investment Advisers
312
Cetera Investment Advisers
Illinois
$563K +$13.9K +83 +2%
V
313
Veritable
Delaware
$561K -$16.3K -97 -3%
MIFH
314
Migdal Insurance & Financial Holdings
Israel
$557K -$123K -735 -17%
1CP
315
17 Capital Partners
Arizona
$556K
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$555K -$48.2K -287 -8%
WIA
317
World Investment Advisors
California
$532K
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$528K -$1.01K -6 -0.2%
KeyBank National Association
319
KeyBank National Association
Ohio
$525K +$2.01K +12 +0.4%
NB
320
Norinchukin Bank
Japan
$525K +$67.5K +402 +14%
Bank of Nova Scotia
321
Bank of Nova Scotia
Ontario, Canada
$514K -$225K -1,343 -29%
BA
322
Bristlecone Advisors
Washington
$513K +$95.8K +571 +22%
DFCM
323
Dark Forest Capital Management
Puerto Rico
$508K +$392K +2,339 +276%
AF
324
Advisornet Financial
Minnesota
$480K +$16.8K +100 +3%
LNWWM
325
Laird Norton Wetherby Wealth Management
California
$477K -$20.6K -123 -4%

SUI Hedge Fund Activity: Q2 2022 in Review

502 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2022, worth a combined $18.8B — down 8.4% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of SUI and 52 opened new positions — a net loss of 10 holders — while 170 trimmed existing stakes and 201 added.

The largest buyer was Cohen & Steers, adding an estimated $168M. The largest seller was Deutsche Bank, cutting an estimated $137M.

  • 502 institutional investors held Sun Communities (SUI) as of Q2 2022, down from 523 in Q1 2022.
  • Funds reported $18.8B of Sun Communities stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 52 funds opened new Sun Communities positions in Q2 2022 and 62 closed out, a net change of -10 holders.
  • The largest Sun Communities buyer in Q2 2022 was Cohen & Steers, an estimated $168M added.
  • The largest Sun Communities seller in Q2 2022 was Deutsche Bank, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2022.