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Sun Communities
SUI

446 hedge funds and large institutions have $15.8B invested in Sun Communities in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 197 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 123

40% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 47

21% more capital invested

Capital invested by funds: $13.1B → $15.8B (+$2.76B)

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

3% more funds holding

Funds holding: 432 → 446 (+14)

1.97% more ownership

Funds ownership: 94.91% → 96.88% (+2%)

6% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $29.6M

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
7.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
66
Increased
197
Reduced
123
Closed
47
Calls
$27.7M
Puts
$29.6M
Net Calls
-$1.85M
Net Calls Change
+$16.4M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$576M
2
JP Morgan Chase
JP Morgan Chase
New York
+$243M
3
BlackRock
BlackRock
New York
+$157M
4
LPC
Long Pond Capital
New York
+$129M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$122M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$50.8M
4
American Century Companies
American Century Companies
Missouri
-$46.1M
5
N
Nuveen
North Carolina
-$43.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
326
Somerset Trust
Pennsylvania
$320K -$9.98K -69 -3%
OTPPB
327
Ontario Teachers' Pension Plan Board
Ontario, Canada
$315K +$300K +2,075 New
DTL
328
Dynamic Technology Lab
Singapore
$314K -$223K -1,540 -43%
MMPW
329
Mitchell McLeod Pugh & Williams
Alabama
$304K – – –
TNBTD
330
Trustmark National Bank Trust Department
Mississippi
$304K – – –
BS
331
Banco Santander
Spain
$293K -$204K -1,409 -42%
Manulife (Manufacturers Life Insurance)
332
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$290K – – –
AWA
333
Arkadios Wealth Advisors
Georgia
$290K +$10.9K +75 +4%
ZIC
334
ZWJ Investment Counsel
Georgia
$289K – – –
NB
335
Norinchukin Bank
Japan
$286K +$24.2K +167 +10%
AIS
336
American Investment Services
Massachusetts
$280K – – –
Creative Planning
337
Creative Planning
Kansas
$277K +$7.09K +49 +3%
PA
338
Profund Advisors
Maryland
$277K +$31.3K +216 +13%
SW
339
SVB Wealth
Massachusetts
$268K -$35.6K -246 -12%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$268K – – –
VF
341
Virtu Financial
New York
$266K -$431K -2,979 -63%
CS
342
Comerica Securities
Michigan
$266K +$3.18K +22 +1%
BRWA
343
B. Riley Wealth Advisors
Florida
$261K -$185K -1,280 -43%
CA
344
Cetera Advisors
Colorado
$251K – – –
CNC
345
Canandaigua National Corp
New York
$250K -$9.26K -64 -4%
PA
346
Paragon Advisors
Texas
$249K +$246K +1,703 New
MSRPS
347
Maryland State Retirement & Pension System
Maryland
$242K +$248K +1,712 New
ATFA
348
All Terrain Financial Advisors
Minnesota
$240K – – –
WA
349
Wealth Alliance
New York
$235K +$14.2K +98 +7%
LCM
350
Leisure Capital Management
California
$234K +$223K +1,539 New
12 13
14
15 16

SUI Hedge Fund Activity: Q4 2020 in Review

446 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2020, worth a combined $15.8B — up 21% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SUI positions and 47 closed out — a net gain of 19 holders — while 197 added to existing stakes and 123 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $576M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 446 institutional investors held Sun Communities (SUI) as of Q4 2020, up from 432 in Q3 2020.
  • Funds reported $15.8B of Sun Communities stock for Q4 2020, up 21% quarter-over-quarter.
  • 66 funds opened new Sun Communities positions in Q4 2020 and 47 closed out, a net change of +19 holders.
  • The largest Sun Communities buyer in Q4 2020 was Cohen & Steers, an estimated $576M added.
  • The largest Sun Communities seller in Q4 2020 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2020.