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Sun Communities

462 hedge funds and large institutions have $12.8B invested in Sun Communities in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 28

104% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $21.4M

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more funds holding

Funds holding: 401462 (+61)

1% less capital invested

Capital invested by funds: $12.9B → $12.8B (-$82M)

2% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 155

3.8% less ownership

Funds ownership: 95.48%91.68% (-3.8%)

Holders
462
Holders Change
+61
Holders Change %
+15.21%
% of All Funds
9.1%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.22%
New
93
Increased
152
Reduced
155
Closed
28
Calls
$43.6M
Puts
$21.4M
Net Calls
+$22.2M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
351
Amica Retiree Medical Trust
Rhode Island
$256K
NFG
352
Next Financial Group
Texas
$256K +$17K +109 +7%
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$254K
RJT
354
Raymond James Trust
Florida
$251K -$10.6K -68 -4%
TSW
355
Thompson Siegel & Walmsley
Virginia
$240K
DS
356
DRW Securities
Illinois
$240K +$249K +1,600 New
EH
357
Employers Holdings
Nevada
$238K
ATFA
358
All Terrain Financial Advisors
Minnesota
$237K
TRCT
359
Tower Research Capital (TRC)
New York
$234K +$243K +1,560 New
OIA
360
Optimum Investment Advisors
Illinois
$221K
Federated Hermes
361
Federated Hermes
Pennsylvania
$217K -$15.1M -96,864 -99%
CP
362
Covenant Partners
Tennessee
$216K +$225K +1,442 New
N
363
Natixis
France
$214K +$224K +1,437 New
FMT
364
First Mercantile Trust
Tennessee
$211K -$86K -552 -28%
S
365
SignatureFD
Georgia
$211K +$3.89K +25 +2%
EMG
366
Ellington Management Group
Connecticut
$210K +$218K +1,400 New
QCG
367
Quadrant Capital Group
Ohio
$207K +$36.6K +235 +20%
PAS
368
Park Avenue Securities
New York
$205K +$213K +1,366 New
TSS
369
Two Sigma Securities
New York
$205K +$213K +1,368 New
MAP
370
Moody Aldrich Partners
Massachusetts
$202K -$229K -1,469 -52%
Simplex Trading
371
Simplex Trading
Illinois
$195K +$184K +1,182 +969%
PCM
372
Penserra Capital Management
California
$188K -$646K -4,147 -78%
AF
373
Advisornet Financial
Minnesota
$177K +$7.79K +50 +4%
LFG
374
LifePlan Financial Group
Ohio
$172K
Marshall Wace
375
Marshall Wace
United Kingdom
$165K +$172K +1,102 New

SUI Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2019, worth a combined $12.8B — down 0.64% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SUI positions and 28 closed out — a net gain of 65 holders — while 152 added to existing stakes and 155 trimmed.

The largest buyer was Capital World Investors, adding an estimated $198M. The largest seller was Cohen & Steers, cutting an estimated $723M.

  • 462 institutional investors held Sun Communities (SUI) as of Q4 2019, up from 401 in Q3 2019.
  • Funds reported $12.8B of Sun Communities stock for Q4 2019, down 0.64% quarter-over-quarter.
  • 93 funds opened new Sun Communities positions in Q4 2019 and 28 closed out, a net change of +65 holders.
  • The largest Sun Communities buyer in Q4 2019 was Capital World Investors, an estimated $198M added.
  • The largest Sun Communities seller in Q4 2019 was Cohen & Steers, an estimated $723M sold.

Based on aggregated 13F filings for Q4 2019.