Sun Communities
SUI
438 hedge funds and large institutions have $12.5B invested in Sun Communities in 2020 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 169 reducing their positions, and 51 closing their positions.
24% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 51
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
15% more capital invested
Capital invested by funds: $10.8B → $12.5B (+$1.67B)
2% more funds holding
Funds holding: 431 → 438 (+7)
0.79% more ownership
Funds ownership: 92.77% → 93.56% (+0.79%)
8% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 169
53% less call options, than puts
Call options by funds: $18.1M | Put options by funds: $38.3M
Top Buyers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$306M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$222M |
| 3 |
Cohen & Steers
New York
|
+$206M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$67M |
| 5 |
SIG
Senator Investment Group
New York
|
+$66.4M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$154M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$95.2M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$65.1M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
-$62M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$55.1M |
SUI Hedge Fund Activity: Q2 2020 in Review
438 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2020, worth a combined $12.5B — up 15% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SUI positions and 51 closed out — a net gain of 12 holders — while 156 added to existing stakes and 169 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $306M. The largest seller was Invesco, cutting an estimated $154M.
- 438 institutional investors held Sun Communities (SUI) as of Q2 2020, up from 431 in Q1 2020.
- Funds reported $12.5B of Sun Communities stock for Q2 2020, up 15% quarter-over-quarter.
- 63 funds opened new Sun Communities positions in Q2 2020 and 51 closed out, a net change of +12 holders.
- The largest Sun Communities buyer in Q2 2020 was T. Rowe Price Associates, an estimated $306M added.
- The largest Sun Communities seller in Q2 2020 was Invesco, an estimated $154M sold.
Based on aggregated 13F filings for Q2 2020.