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Sun Communities

475 hedge funds and large institutions have $15.9B invested in Sun Communities in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 98.48%101.17% (+2.7%)

4% less capital invested

Capital invested by funds: $16.6B → $15.9B (-$736M)

8% less funds holding

Funds holding: 515475 (-40)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 194

36% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 88

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

74% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $91.6M

Holders
475
Holders Change
-40
Holders Change %
-7.77%
% of All Funds
6.26%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
56
Increased
162
Reduced
194
Closed
88
Calls
$23.8M
Puts
$91.6M
Net Calls
-$67.8M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
376
Tower Research Capital (TRC)
New York
$92.7K -$1.23M -9,598 -93%
N
377
Natixis
France
$90K +$93.7K +732 New
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$89.6K -$6.91K -54 -7%
LS
379
Livforsakringsbolaget Skandia
Sweden
$86.6K
National Bank of Canada
380
National Bank of Canada
Quebec, Canada
$79.4K +$4.99K +39 +6%
CIBC Private Wealth Group
381
CIBC Private Wealth Group
Georgia
$72.5K -$105K -823 -58%
Bank Julius Baer & Co
382
Bank Julius Baer & Co
Switzerland
$69.6K -$325K -2,541 -83%
PS
383
Principal Securities
Iowa
$67K -$31.2K -244 -31%
PMFA
384
Plante Moran Financial Advisors
Michigan
$62.6K
FFA
385
Farther Finance Advisors
California
$54.5K -$7.42K -58 -12%
CFG
386
CKW Financial Group
Hawaii
$53K +$17.3K +135 +45%
AF
387
Advisornet Financial
Minnesota
$49.8K +$384 +3 +0.7%
SAM
388
Smartleaf Asset Management
Massachusetts
$49K +$15.9K +124 +45%
1IA
389
1620 Investment Advisors
Massachusetts
$43.3K -$3.07K -24 -6%
SWM
390
Spire Wealth Management
Virginia
$43.1K +$128 +1 +0.3%
WAG
391
Wiser Advisor Group
Arizona
$41.4K +$384 +3 +0.9%
MHR
392
Matthew Hamilton Rosenberg
$40.8K
GRP
393
Global Retirement Partners
California
$40.6K +$5.5K +43 +15%
HNB
394
Huntington National Bank
Ohio
$39.6K -$2.3K -18 -5%
TFIPS
395
Towarzystwo Funduszy Inwestycyjnych PZU SA
$39.4K
ACM
396
Aster Capital Management
United Arab Emirates
$39.4K +$29.7K +232 +264%
IBOK
397
Independence Bank of Kentucky
Kentucky
$36.3K
BIG
398
Brooklyn Investment Group
New York
$35.7K -$1.92K -15 -5%
PA
399
Parallel Advisors
California
$35.2K -$14K -109 -28%
AF
400
Allworth Financial
California
$34.4K +$2.56K +20 +8%

SUI Hedge Fund Activity: Q4 2024 in Review

475 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2024, worth a combined $15.9B — down 4.4% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of SUI and 56 opened new positions — a net loss of 32 holders — while 194 trimmed existing stakes and 162 added.

The largest buyer was Cohen & Steers, adding an estimated $488M. The largest seller was Principal Financial Group, cutting an estimated $299M.

  • 475 institutional investors held Sun Communities (SUI) as of Q4 2024, down from 515 in Q3 2024.
  • Funds reported $15.9B of Sun Communities stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 56 funds opened new Sun Communities positions in Q4 2024 and 88 closed out, a net change of -32 holders.
  • The largest Sun Communities buyer in Q4 2024 was Cohen & Steers, an estimated $488M added.
  • The largest Sun Communities seller in Q4 2024 was Principal Financial Group, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2024.