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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
MHR
351
Matthew Hamilton Rosenberg
$230K -$9.7K -67 -4%
BTWM
352
Baker Tilly Wealth Management
Wisconsin
$228K +$217K +1,501 New
WG
353
Winton Group
United Kingdom
$227K -$645K -4,455 -75%
TSW
354
Thompson Siegel & Walmsley
Virginia
$220K – – –
Franklin Resources
355
Franklin Resources
California
$219K +$209K +1,443 New
SP
356
Symmetry Partners
Connecticut
$212K +$201K +1,392 New
LWAM
357
Legacy Wealth Asset Management
Minnesota
$206K +$196K +1,354 New
VAS
358
Vestmark Advisory Solutions
Massachusetts
$206K +$197K +1,358 New
YIH
359
Y-Intercept (HK)
Hong Kong
$206K +$199K +1,378 New
BMSSC
360
B. Metzler seel. Sohn & Co
Germany
$201K +$194K +1,344 New
NFG
361
Next Financial Group
Texas
$194K +$24.6K +170 +16%
S
362
SignatureFD
Georgia
$167K -$5.21K -36 -3%
NP
363
Ninepoint Partners
Ontario, Canada
$164K +$156K +1,080 New
Robeco Institutional Asset Management
364
Robeco Institutional Asset Management
Netherlands
$157K – – –
LS
365
Livforsakringsbolaget Skandia
Sweden
$152K – – –
BCV
366
Banque Cantonale Vaudoise
Switzerland
$151K – – –
QCG
367
Quadrant Capital Group
Ohio
$125K +$8.83K +61 +8%
HWA
368
Heritage Wealth Advisors
Virginia
$122K – – –
OIA
369
Optimum Investment Advisors
Illinois
$118K – – –
BCWM
370
Bartlett & Co Wealth Management
Ohio
$113K -$4.05K -28 -4%
BC
371
Bartlett & Co
Ohio
$112K -$4.05K -28 -4%
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$106K +$9.84K +68 +11%
FF
373
FourThought Financial
Florida
$96K +$91.5K +632 New
SFO
374
Standard Family Office
South Dakota
$88K +$83.5K +577 New
GWMIA
375
Global Wealth Management Investment Advisory
Florida
$84K +$7.96K +55 +11%
13 14
15
16 17

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.