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Sun Communities
SUI

336 hedge funds and large institutions have $8.3B invested in Sun Communities in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11% more capital invested

Capital invested by funds: $7.47B → $8.3B (+$825M)

5% more funds holding

Funds holding: 321 → 336 (+15)

0.74% less ownership

Funds ownership: 95.35% → 94.6% (-0.74%)

18% less call options, than puts

Call options by funds: $2.48M | Put options by funds: $3.04M

Holders
336
Holders Change
+15
Holders Change %
+4.67%
% of All Funds
7.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
55
Increased
135
Reduced
85
Closed
39
Calls
$2.48M
Puts
$3.04M
Net Calls
-$558K
Net Calls Change
-$3.14M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$104M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$66.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$60M
4
ZP
Zimmer Partners
New York
+$57.4M
5
Goldman Sachs
Goldman Sachs
New York
+$47.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$61.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$28.8M
4
N
Nuveen
North Carolina
-$17.2M
5
Millennium Management
Millennium Management
New York
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
326
Royal Fund Management
Florida
$5K – – –
SWP
327
Stratos Wealth Partners
Ohio
$5K +$4.89K +49 New
ASN
328
Advisory Services Network
Georgia
$4K – – –
CA
329
Centerpoint Advisors
Massachusetts
$4K – – –
IFAM
330
Institutional & Family Asset Management
Colorado
$4K – – –
VFA
331
Valeo Financial Advisors
Indiana
$4K – – –
WWMSC
332
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
WC
333
Whitney & Co
New York
$3K +$2.6K +26 New
APP
334
Avantax Planning Partners
Iowa
$3K +$3K +30 New
EARNEST Partners
335
EARNEST Partners
Georgia
$2K – – –
FPFS
336
First Personal Financial Services
North Carolina
$2K – – –
TWA
337
TCI Wealth Advisors
Arizona
$1K – – –
NFG
338
Next Financial Group
Texas
$1K +$999 +10 New
FRA
339
Front Row Advisors
California
$6 – – –
Arrowstreet Capital
340
Arrowstreet Capital
Massachusetts
– -$5.56M -56,800 Closed
RCM
341
RVB Capital Management
New York
– -$4.41M -45,000 Closed
ARTA
342
A.R.T. Advisors
New York
– -$4.34M -44,300 Closed
HCM
343
Highbridge Capital Management
New York
– -$4.15M -42,400 Closed
SCM
344
Stevens Capital Management
Pennsylvania
– -$4.03M -41,148 Closed
DCM
345
Driehaus Capital Management
Illinois
– -$2.52M -25,716 Closed
Boston Partners
346
Boston Partners
Massachusetts
– -$2.06M -21,000 Closed
GCP
347
GSA Capital Partners
United Kingdom
– -$1.21M -12,400 Closed
Connor, Clark & Lunn Investment Management (CC&L)
348
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.13M -11,500 Closed
Toronto Dominion Bank
349
Toronto Dominion Bank
Ontario, Canada
– -$1.09M -11,184 Closed
QSS
350
Quantitative Systematic Strategies
Florida
– -$988K -10,097 Closed
12 13
14
15 16

SUI Hedge Fund Activity: Q3 2018 in Review

336 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2018, worth a combined $8.3B — up 11% from $7.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SUI positions and 39 closed out — a net gain of 16 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $61.9M.

  • 336 institutional investors held Sun Communities (SUI) as of Q3 2018, up from 321 in Q2 2018.
  • Funds reported $8.3B of Sun Communities stock for Q3 2018, up 11% quarter-over-quarter.
  • 55 funds opened new Sun Communities positions in Q3 2018 and 39 closed out, a net change of +16 holders.
  • The largest Sun Communities buyer in Q3 2018 was Aristotle Capital Management, an estimated $104M added.
  • The largest Sun Communities seller in Q3 2018 was Cohen & Steers, an estimated $61.9M sold.

Based on aggregated 13F filings for Q3 2018.