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Sun Communities

498 hedge funds and large institutions have $14.5B invested in Sun Communities in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 167

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.26% more ownership

Funds ownership: 96.59%98.85% (+2.3%)

3% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.8M

1% less funds holding

Funds holding: 503498 (-5)

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

7% less capital invested

Capital invested by funds: $15.7B → $14.5B (-$1.14B)

Holders
498
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
7.9%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
56
Increased
205
Reduced
167
Closed
58
Calls
$12.1M
Puts
$11.8M
Net Calls
+$320K
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
326
KeyBank National Association
Ohio
$442K +$48.7K +384 +11%
AWM
327
Avior Wealth Management
Nebraska
$441K +$12.2K +96 +3%
FM
328
Foster & Motley
Ohio
$441K -$535K -4,217 -53%
TRCT
329
Tower Research Capital (TRC)
New York
$439K -$168K -1,321 -26%
Bank of Nova Scotia
330
Bank of Nova Scotia
Ontario, Canada
$427K +$63.8K +503 +16%
BA
331
Bristlecone Advisors
Washington
$422K -$8.76K -69 -2%
MIM
332
MetLife Investment Management
New Jersey
$420K +$254 +2 +0.1%
Citadel Advisors
333
Citadel Advisors
Florida
$419K -$122M -960,638 -100%
ACA
334
Aptus Capital Advisors
Alabama
$408K +$98K +772 +29%
Cambridge Investment Research Advisors
335
Cambridge Investment Research Advisors
Iowa
$405K +$2.41K +19 +0.6%
WDL
336
Well Done LLC
Michigan
$404K -$517K -4,070 -54%
FRM
337
Fox Run Management
Connecticut
$400K -$238K -1,872 -36%
AIMCA
338
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$391K -$8.92M -70,266 -96%
CB
339
Commerce Bank
Missouri
$382K +$18K +142 +5%
PI
340
Pettee Investors
Connecticut
$381K
AWM
341
AE Wealth Management
Kansas
$375K +$32.9K +259 +9%
NYLIM
342
New York Life Investment Management
New York
$372K -$15.9K -125 -4%
Kovitz Investment Group Partners
343
Kovitz Investment Group Partners
Illinois
$371K
WIA
344
World Investment Advisors
California
$366K
Vontobel Holding
345
Vontobel Holding
Switzerland
$362K +$888 +7 +0.2%
GWMIA
346
Global Wealth Management Investment Advisory
Florida
$362K +$39.6K +312 +11%
MOACM
347
Mutual of America Capital Management
New York
$350K
CIBC World Market
348
CIBC World Market
Ontario, Canada
$346K -$118K -927 -24%
AWA
349
Arkadios Wealth Advisors
Georgia
$344K +$43K +339 +13%
S
350
SignatureFD
Georgia
$340K +$61.4K +484 +20%

SUI Hedge Fund Activity: Q3 2023 in Review

498 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2023, worth a combined $14.5B — down 7.3% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SUI and 56 opened new positions — a net loss of 2 holders — while 167 trimmed existing stakes and 205 added.

The largest buyer was PGGM Investments, opening a new position worth an estimated $140M. The largest seller was American Century Companies, cutting an estimated $151M.

  • 498 institutional investors held Sun Communities (SUI) as of Q3 2023, down from 503 in Q2 2023.
  • Funds reported $14.5B of Sun Communities stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 56 funds opened new Sun Communities positions in Q3 2023 and 58 closed out, a net change of -2 holders.
  • The largest Sun Communities buyer in Q3 2023 was PGGM Investments, an estimated $140M added.
  • The largest Sun Communities seller in Q3 2023 was American Century Companies, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2023.