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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
CA
326
Cetera Advisors
Colorado
$206K -$38.7K -256 -13%
TSW
327
Thompson Siegel & Walmsley
Virginia
$200K
MHR
328
Matthew Hamilton Rosenberg
$198K +$239K +1,581 New
AWA
329
Arkadios Wealth Advisors
Georgia
$197K -$16.6K -110 -7%
QCG
330
Quadrant Capital Group
Ohio
$182K +$2.11K +14 +1%
FMT
331
First Mercantile Trust
Tennessee
$178K +$3.02K +20 +1%
S
332
SignatureFD
Georgia
$160K -$18.7K -124 -9%
CAN
333
Claraphi Advisory Network
United States
$155K +$187K +1,241 New
NFG
334
Next Financial Group
Texas
$151K -$74.8K -495 -29%
Bank Julius Baer & Co
335
Bank Julius Baer & Co
Switzerland
$151K +$183K +1,212 New
NP
336
Ninepoint Partners
Ontario, Canada
$151K +$183K +1,212 New
LFG
337
LifePlan Financial Group
Ohio
$143K
SMFS
338
Squar Milner Financial Services
California
$132K +$21.6K +143 +16%
AF
339
Advisornet Financial
Minnesota
$129K -$22.7K -150 -13%
BAMCO Inc
340
BAMCO Inc
New York
$129K +$23.7K +157 +18%
HMS
341
Hanseatic Management Services
New Mexico
$127K -$629K -4,166 -80%
FWM
342
Focused Wealth Management
New York
$125K
LS
343
Livforsakringsbolaget Skandia
Sweden
$125K +$60.4K +400 +67%
PCIA
344
Prime Capital Investment Advisors
Kansas
$125K +$151K +1,000 New
AIM
345
AIA Investment Management
Singapore
$103K +$15.3K +101 +14%
HWA
346
Heritage Wealth Advisors
Virginia
$99.9K
OIA
347
Optimum Investment Advisors
Illinois
$97K -$106K -700 -47%
BCWM
348
Bartlett & Co Wealth Management
Ohio
$96.1K
BC
349
Bartlett & Co
Ohio
$96K +$116K +765 New
PA
350
Parallel Advisors
California
$73K -$1.51K -10 -2%

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.