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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
FFC
376
First Financial Corp
Indiana
$17K
OPS
377
Orion Portfolio Solutions
Nebraska
$16K +$1.81K +12 +10%
CCA
378
Column Capital Advisors
Indiana
$16K +$18.9K +125 New
LF
379
Lee Financial
Texas
$14K
AA
380
Ancora Advisors
Ohio
$12K
PFGIA
381
Patriot Financial Group Insurance Agency
Massachusetts
$12K
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$12K +$8.31K +55 +131%
II
383
Inspire Investing
Idaho
$12K +$14.5K +96 New
EARNEST Partners
384
EARNEST Partners
Georgia
$11K
FHA
385
Flagship Harbor Advisors
Massachusetts
$11K
POIA
386
Pin Oak Investment Advisors
Texas
$11K
TL
387
TrueWealth LLC
Georgia
$11K
CFGS
388
Concourse Financial Group Securities
Alabama
$10K -$6.64K -44 -36%
TCOV
389
Trust Company of Vermont
Vermont
$9K
SL
390
Savior LLC
Massachusetts
$8K
SIAS
391
Shine Investment Advisory Services
Colorado
$8K
DWM
392
Darwin Wealth Management
Florida
$8K +$9.82K +65 New
ASN
393
Advisory Services Network
Georgia
$7K -$9.06K -60 -51%
FRA
394
Front Row Advisors
California
$7K +$302 +2 +4%
IFAM
395
Institutional & Family Asset Management
Colorado
$7K +$2.11K +14 +32%
BBHC
396
Brown Brothers Harriman & Co
New York
$6K
SFG
397
Sowa Financial Group
Rhode Island
$6K
CWA
398
Carolina Wealth Advisors
South Carolina
$6K +$7.7K +51 New
BCA
399
Berman Capital Advisors
Georgia
$5K -$151 -1 -2%
CA
400
Centerpoint Advisors
Massachusetts
$5K

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.