We are live on ! Find out more
SUI icon

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
PA
376
Parallel Advisors
California
$76K -$19.1K -132 -21%
PCG
377
Private Capital Group
Connecticut
$71K +$33.4K +231 +100%
IA
378
Inspire Advisors
Idaho
$60K +$57.6K +398 New
EFSCE
379
Enterprise Financial Services Corp (EFSC)
Missouri
$59K +$724 +5 +1%
T
380
TOBAM
France
$50K – – –
HFM
381
Harvest Fund Management
China
$47K +$45.6K +315 New
CB
382
Community Bank
New York
$46K – – –
EI
383
Ellevest Inc
New York
$43K -$33.4K -231 -45%
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$43K – – –
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$41K -$2.75K -19 -7%
CAM
386
CenterStar Asset Management
Illinois
$38K – – –
Lazard Asset Management
387
Lazard Asset Management
New York
$34K -$34.1K -236 -51%
CFGS
388
Concourse Financial Group Securities
Alabama
$34K +$2.17K +15 +7%
COCM
389
Charter Oak Capital Management
New Hampshire
$33K +$31.3K +216 New
MAM
390
Meeder Asset Management
Ohio
$30K – – –
RFA
391
Reilly Financial Advisors
California
$30K – – –
GWS
392
Glassman Wealth Services
Virginia
$29K +$27.2K +188 +9,400%
PFO
393
Pathstone Family Office
New Jersey
$29K +$27.8K +192 New
FHC
394
First Horizon Corporation
Tennessee
$28K +$1.59K +11 +6%
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.1K +$24.9K +172 New
PFBT
396
Parkside Financial Bank & Trust
Missouri
$25K +$579 +4 +3%
CHC
397
City Holding Co
West Virginia
$24K – – –
LC
398
Lindbrook Capital
California
$22K +$1.01K +7 +5%
HNB
399
Huntington National Bank
Ohio
$22K +$21K +145 New
FFC
400
First Financial Corp
Indiana
$20K – – –
14 15
16
17 18

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.