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Sun Communities

502 hedge funds and large institutions have $18.8B invested in Sun Communities in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 201 increasing their positions, 170 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 170

4% less funds holding

Funds holding: 523502 (-21)

4.16% less ownership

Funds ownership: 101.36%97.2% (-4.2%)

8% less capital invested

Capital invested by funds: $20.5B → $18.8B (-$1.73B)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

16% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 62

38% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $36.5M

Holders
502
Holders Change
-21
Holders Change %
-4.02%
% of All Funds
8.46%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.27%
New
52
Increased
201
Reduced
170
Closed
62
Calls
$22.8M
Puts
$36.5M
Net Calls
-$13.7M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
S
401
Schroders
United Kingdom
$172K -$104K -618 -36%
SC
402
Steph & Co
Wisconsin
$172K +$31.9K +190 +21%
MHR
403
Matthew Hamilton Rosenberg
$151K
BWA
404
BDO Wealth Advisors
Florida
$149K
HWA
405
Heritage Wealth Advisors
Virginia
$127K
OIA
406
Optimum Investment Advisors
Illinois
$124K
First Manhattan
407
First Manhattan
New York
$119K
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$114K +$68.1K +406 +131%
WAM
409
Wolverine Asset Management
Illinois
$112K -$1.41M -8,431 -92%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$112K +$40.8K +243 +53%
NIM
411
NuWave Investment Management
New Jersey
$110K +$4.7K +28 +4%
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K +$38.3K +228 +51%
BAMF
413
BI Asset Management Fondsmaeglerselskab
Denmark
$106K -$309K -1,842 -73%
T
414
TOBAM
France
$99K +$104K +622 New
BCWM
415
Bartlett & Co Wealth Management
Ohio
$93.2K -$2.85K -17 -3%
BC
416
Bartlett & Co
Ohio
$93K -$2.85K -17 -3%
Bank Julius Baer & Co
417
Bank Julius Baer & Co
Switzerland
$90K
FF
418
FourThought Financial
Florida
$90K
PMFA
419
Plante Moran Financial Advisors
Michigan
$83K -$119K -707 -58%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$83K
HNWAG
421
High Net Worth Advisory Group
Florida
$79K
VVP
422
Venture Visionary Partners
Ohio
$74.6K +$78.5K +468 New
National Bank of Canada
423
National Bank of Canada
Quebec, Canada
$68K -$8.22M -48,992 -99%
LS
424
Livforsakringsbolaget Skandia
Sweden
$64K -$168K -1,000 -71%
Lazard Asset Management
425
Lazard Asset Management
New York
$62K

SUI Hedge Fund Activity: Q2 2022 in Review

502 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2022, worth a combined $18.8B — down 8.4% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of SUI and 52 opened new positions — a net loss of 10 holders — while 170 trimmed existing stakes and 201 added.

The largest buyer was Cohen & Steers, adding an estimated $168M. The largest seller was Deutsche Bank, cutting an estimated $137M.

  • 502 institutional investors held Sun Communities (SUI) as of Q2 2022, down from 523 in Q1 2022.
  • Funds reported $18.8B of Sun Communities stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 52 funds opened new Sun Communities positions in Q2 2022 and 62 closed out, a net change of -10 holders.
  • The largest Sun Communities buyer in Q2 2022 was Cohen & Steers, an estimated $168M added.
  • The largest Sun Communities seller in Q2 2022 was Deutsche Bank, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2022.