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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
AT
351
Arden Trust
Delaware
$65K +$79.1K +524 New
AssetMark Inc
352
AssetMark Inc
California
$58K +$70.2K +465 New
Marshall Wace
353
Marshall Wace
United Kingdom
$55K -$100K -665 -60%
SF
354
Synovus Financial
Georgia
$54K +$56K +371 +598%
EFSCE
355
Enterprise Financial Services Corp (EFSC)
Missouri
$48K
Acadian Asset Management
356
Acadian Asset Management
Massachusetts
$46K -$1.41M -9,324 -96%
HFM
357
Harvest Fund Management
China
$45K +$42.9K +284 +369%
CAW
358
Cornerstone Advisors (Washington)
Washington
$43K -$3.62K -24 -6%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$43K
LIA
360
LS Investment Advisors
Michigan
$42K -$241K -1,596 -83%
PI
361
PineBridge Investments
New York
$39K -$21.1K -140 -31%
WAP
362
Wealthcare Advisory Partners
Pennsylvania
$39K +$47K +311 New
CB
363
Community Bank
New York
$38K
CIA
364
CSat Investment Advisory
Michigan
$38K +$7.1K +47 +18%
MAM
365
Meeder Asset Management
Ohio
$37K +$45.3K +300 New
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$34K +$26.6K +176 +178%
PCG
367
Private Capital Group
Connecticut
$30K -$9.36K -62 -21%
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$27K -$2.42K -16 -7%
FHA
369
First Horizon Advisors
Tennessee
$26K
RFA
370
Reilly Financial Advisors
California
$25K
LC
371
Lindbrook Capital
California
$21K -$34.7K -230 -58%
CHC
372
City Holding Co
West Virginia
$20K
PO
373
Private Ocean
California
$19K +$23.4K +155 New
CAC
374
Certified Advisory Corp
Florida
$18K
PFBT
375
Parkside Financial Bank & Trust
Missouri
$18K +$151 +1 +0.7%

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.