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Sun Communities

498 hedge funds and large institutions have $14.5B invested in Sun Communities in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 167

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.26% more ownership

Funds ownership: 96.59%98.85% (+2.3%)

3% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.8M

1% less funds holding

Funds holding: 503498 (-5)

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

7% less capital invested

Capital invested by funds: $15.7B → $14.5B (-$1.14B)

Holders
498
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
7.9%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
56
Increased
205
Reduced
167
Closed
58
Calls
$12.1M
Puts
$11.8M
Net Calls
+$320K
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
Steph & Co
Wisconsin
$174K +$8.38K +66 +5%
NA
402
NewEdge Advisors
Louisiana
$158K -$3.3K -26 -2%
AIG
403
American International Group
New York
$151K -$9.9K -78 -6%
BCP
404
Blue Chip Partners
Michigan
$147K -$5.84K -46 -4%
LFA
405
LGT Financial Advisors
Texas
$141K +$151K +1,191 New
MFG
406
Mendota Financial Group
Wisconsin
$136K
CF
407
Centaurus Financial
California
$134K +$12.8K +101 +10%
TSW
408
Thompson Siegel & Walmsley
Virginia
$131K
Bessemer Group
409
Bessemer Group
New Jersey
$122K
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$117K -$12.4K -98 -9%
CA
411
Clearstead Advisors
Ohio
$117K +$33.4K +263 +36%
PMAM
412
Picton Mahoney Asset Management
Ontario, Canada
$116K
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$115K -$76.9K -606 -38%
First Manhattan
414
First Manhattan
New York
$112K +$7.11K +56 +6%
DGAM
415
Desjardins Global Asset Management
Quebec, Canada
$107K +$115K +907 New
SWM
416
Sugarloaf Wealth Management
Georgia
$100K +$27.3K +215 +34%
OIA
417
Optimum Investment Advisors
Illinois
$91.7K
Bank Julius Baer & Co
418
Bank Julius Baer & Co
Switzerland
$68K +$2.16K +17 +3%
C
419
Covestor
United Kingdom
$68K +$8.63K +68 +14%
MHR
420
Matthew Hamilton Rosenberg
$63.7K -$635 -5 -0.9%
PPC
421
Park Place Capital
Alabama
$63.5K +$3.55K +28 +6%
PMFA
422
Plante Moran Financial Advisors
Michigan
$60.2K
AA
423
Alta Advisers
United Kingdom
$59.2K
SWM
424
Spire Wealth Management
Virginia
$55K +$29.8K +235 +102%
BC
425
Bartlett & Co
Ohio
$55K

SUI Hedge Fund Activity: Q3 2023 in Review

498 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2023, worth a combined $14.5B — down 7.3% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SUI and 56 opened new positions — a net loss of 2 holders — while 167 trimmed existing stakes and 205 added.

The largest buyer was PGGM Investments, opening a new position worth an estimated $140M. The largest seller was American Century Companies, cutting an estimated $151M.

  • 498 institutional investors held Sun Communities (SUI) as of Q3 2023, down from 503 in Q2 2023.
  • Funds reported $14.5B of Sun Communities stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 56 funds opened new Sun Communities positions in Q3 2023 and 58 closed out, a net change of -2 holders.
  • The largest Sun Communities buyer in Q3 2023 was PGGM Investments, an estimated $140M added.
  • The largest Sun Communities seller in Q3 2023 was American Century Companies, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2023.