Sun Communities
SUI
475 hedge funds and large institutions have $15.9B invested in Sun Communities in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 88 closing their positions.
2.68% more ownership
Funds ownership: 98.48% → 101.17% (+2.7%)
4% less capital invested
Capital invested by funds: $16.6B → $15.9B (-$736M)
8% less funds holding
Funds holding: 515 → 475 (-40)
16% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 194
36% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 88
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
74% less call options, than puts
Call options by funds: $23.8M | Put options by funds: $91.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$488M |
| 2 |
Dodge & Cox
San Francisco,
California
|
+$467M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$344M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$117M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$80.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$299M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$130M |
| 3 |
BlackRock
New York
|
-$87.7M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$65M |
| 5 |
GA
GRS Advisors
Chicago,
Illinois
|
-$58.2M |
SUI Hedge Fund Activity: Q4 2024 in Review
475 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2024, worth a combined $15.9B — down 4.4% from $16.6B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of SUI and 56 opened new positions — a net loss of 32 holders — while 194 trimmed existing stakes and 162 added.
The largest buyer was Cohen & Steers, adding an estimated $488M. The largest seller was Principal Financial Group, cutting an estimated $299M.
- 475 institutional investors held Sun Communities (SUI) as of Q4 2024, down from 515 in Q3 2024.
- Funds reported $15.9B of Sun Communities stock for Q4 2024, down 4.4% quarter-over-quarter.
- 56 funds opened new Sun Communities positions in Q4 2024 and 88 closed out, a net change of -32 holders.
- The largest Sun Communities buyer in Q4 2024 was Cohen & Steers, an estimated $488M added.
- The largest Sun Communities seller in Q4 2024 was Principal Financial Group, an estimated $299M sold.
Based on aggregated 13F filings for Q4 2024.