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Sun Communities

495 hedge funds and large institutions have $16.8B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 182 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$956M)

4% more funds holding

Funds holding: 475495 (+20)

1.23% more ownership

Funds ownership: 101.17%102.4% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 182

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $9.51M

Holders
495
Holders Change
+20
Holders Change %
+4.21%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
63
Increased
186
Reduced
182
Closed
39
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
376
SignatureFD
Georgia
$187K -$23.8K -186 -11%
SFI
377
Siemens Fonds Invest
Germany
$187K +$186K +1,452 New
TSMHT
378
Thurston Springer Miller Herd & Titak
Indiana
$177K +$39.4K +308 +29%
Bessemer Group
379
Bessemer Group
New Jersey
$149K +$15.3K +120 +12%
MG
380
Mather Group
Illinois
$141K -$128 -1 -0.1%
CIAM
381
Caitong International Asset Management
Hong Kong
$140K +$140K +1,092 New
BL
382
BFSG LLC
California
$138K +$8.57K +67 +7%
GI
383
GAMMA Investing
California
$135K +$25.7K +201 +24%
NAAA
384
New Age Alpha Advisors
New York
$120K -$2.27M -17,742 -95%
Mirae Asset Global ETFs Holdings
385
Mirae Asset Global ETFs Holdings
Hong Kong
$118K +$9.85K +77 +9%
CF
386
Corebridge Financial
Texas
$109K -$1.15K -9 -1%
HFS
387
Hantz Financial Services
Michigan
$104K -$7.8K -61 -7%
LS
388
Livforsakringsbolaget Skandia
Sweden
$90.5K
OIA
389
Optimum Investment Advisors
Illinois
$90K -$9.59K -75 -10%
National Bank of Canada
390
National Bank of Canada
Quebec, Canada
$82.3K -$639 -5 -0.8%
BTI
391
Blue Trust Inc
Georgia
$75.4K +$62.6K +490 +510%
Bank Julius Baer & Co
392
Bank Julius Baer & Co
Switzerland
$72.8K +$6.78K +53 +10%
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$68.4K -$25.2K -197 -27%
PS
394
Principal Securities
Iowa
$67K
PMFA
395
Plante Moran Financial Advisors
Michigan
$65.5K
AT
396
Avalon Trust
New Mexico
$65.2K +$64.8K +507 New
Simplex Trading
397
Simplex Trading
Illinois
$65K -$369K -2,884 -85%
PA
398
Parallel Advisors
California
$61.2K +$24.3K +190 +66%
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$60.9K -$7.67K -60 -10%
National Pension Service
400
National Pension Service
South Korea
$57.6K -$24.6M -192,289 -100%

SUI Hedge Fund Activity: Q1 2025 in Review

495 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2025, worth a combined $16.8B — up 6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SUI positions and 39 closed out — a net gain of 24 holders — while 186 added to existing stakes and 182 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $517M. The largest seller was Citadel Advisors, cutting an estimated $95.7M.

  • 495 institutional investors held Sun Communities (SUI) as of Q1 2025, up from 475 in Q4 2024.
  • Funds reported $16.8B of Sun Communities stock for Q1 2025, up 6% quarter-over-quarter.
  • 63 funds opened new Sun Communities positions in Q1 2025 and 39 closed out, a net change of +24 holders.
  • The largest Sun Communities buyer in Q1 2025 was Dodge & Cox, an estimated $517M added.
  • The largest Sun Communities seller in Q1 2025 was Citadel Advisors, an estimated $95.7M sold.

Based on aggregated 13F filings for Q1 2025.