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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
FPS
401
Fieldpoint Private Securities
Connecticut
$19K +$18.2K +126 New
LF
402
Lee Financial
Texas
$18K – – –
AWG
403
Altus Wealth Group
Colorado
$18K +$16.9K +117 New
BCA
404
Berman Capital Advisors
Georgia
$16K +$868 +6 +6%
CAAS
405
Capital Asset Advisory Services
Michigan
$16K +$15K +104 New
FCH
406
Freestone Capital Holdings
Washington
$16K +$13.7K +95 +950%
AA
407
Ancora Advisors
Ohio
$15K – – –
FHA
408
First Horizon Advisors
Tennessee
$12K -$14.3K -99 -55%
OSAM
409
O'Shaughnessy Asset Management
Connecticut
$12K -$145 -1 -1%
POIA
410
Pin Oak Investment Advisors
Texas
$11K – – –
TCOV
411
Trust Company of Vermont
Vermont
$11K – – –
SFS
412
Sowell Financial Services
Arkansas
$10K +$6.95K +48 +320%
SL
413
Savior LLC
Massachusetts
$9K – – –
CWA
414
Carolina Wealth Advisors
South Carolina
$8K – – –
EARNEST Partners
415
EARNEST Partners
Georgia
$8K – – –
FRA
416
Front Row Advisors
California
$8K – – –
ICP
417
Interchange Capital Partners
Pennsylvania
$8K +$7.81K +54 New
IFAM
418
Institutional & Family Asset Management
Colorado
$7K +$724 +5 +11%
SIAG
419
Safeguard Investment Advisory Group
California
$7K +$6.8K +47 New
CA
420
Centerpoint Advisors
Massachusetts
$6K – – –
WB
421
Webster Bank
Connecticut
$6K – – –
TPCW
422
TD Private Client Wealth
New York
$5.47K +$4.34K +30 +500%
CFD
423
Creative Financial Designs
Indiana
$5K – – –
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
ZB
425
Zions Bancorporation
Utah
$5K – – –
15 16
17
18 19

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.