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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
MOS
351
MGO One Seven
Ohio
$339K -$19.7K -155 -5%
BF
352
BOK Financial
Oklahoma
$338K -$15.9K -125 -4%
PCIA
353
Prime Capital Investment Advisors
Kansas
$332K -$25K -197 -7%
Wolverine Trading
354
Wolverine Trading
Illinois
$331K -$668K -5,261 -65%
AWM
355
Apollon Wealth Management
South Carolina
$330K +$27.2K +214 +8%
RFC
356
Regions Financial Corp
Alabama
$326K -$4.19K -33 -1%
APWM
357
Argonautica Private Wealth Management
Massachusetts
$324K +$8K +63 +2%
VF
358
Virtu Financial
New York
$323K +$346K +2,727 New
BTWM
359
Baker Tilly Wealth Management
Wisconsin
$322K +$20.2K +159 +6%
NPT
360
Nixon Peabody Trust
Massachusetts
$320K +$343K +2,700 New
LAS
361
Lloyd Advisory Services
Georgia
$319K +$342K +2,697 New
NG
362
Norden Group
Utah
$319K +$342K +2,697 New
AAIM
363
American Assets Investment Management
California
$313K +$88.8K +700 +36%
JFG
364
Jefferies Financial Group
New York
$304K +$326K +2,569 New
LNWWM
365
Laird Norton Wetherby Wealth Management
California
$300K -$32.2K -254 -9%
PI
366
PEAK6 Investments
Illinois
$294K +$315K +2,481 New
MMPW
367
Mitchell McLeod Pugh & Williams
Alabama
$292K
CA
368
Commerzbank Aktiengesellschaft
Germany
$289K
Baird Financial Group
369
Baird Financial Group
Wisconsin
$286K +$307K +2,416 New
AWS
370
Atria Wealth Solutions
New York
$274K +$18.8K +148 +7%
PA
371
PFG Advisors
Arizona
$267K -$2.54K -20 -0.9%
PWG
372
Portside Wealth Group
Utah
$263K +$17K +134 +6%
LCM
373
Landscape Capital Management
New Jersey
$260K -$474K -3,734 -63%
VI
374
Vestcor Inc
New Brunswick, Canada
$259K -$91.3K -719 -25%
PNC Financial Services Group
375
PNC Financial Services Group
Pennsylvania
$257K -$7.36K -58 -3%

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.