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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
LFA
401
LGT Financial Advisors
Texas
$33K -$8.83K -69 -20%
BCWM
402
Bartlett & Co Wealth Management
Ohio
$32.3K
RA
403
Ransom Advisory
Rhode Island
$31.2K
LC
404
Lindbrook Capital
California
$30.5K +$2.43K +19 +8%
TC
405
Truvestments Capital
Florida
$28.9K +$4.86K +38 +19%
KFI
406
Key Financial Inc
Pennsylvania
$24K +$24.2K +189 +3,150%
SL
407
Salomon & Ludwin
Virginia
$23.4K
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$19.1K +$8.83K +69 +80%
RTC
409
Riverview Trust Company
Washington
$16.4K
GWM
410
Geneos Wealth Management
Colorado
$14.1K
CAL
411
Capital Analysts LLC
Pennsylvania
$14K +$256 +2 +2%
Group One Trading
412
Group One Trading
Illinois
$13.4K +$14K +109 New
MCM
413
MAI Capital Management
Ohio
$13K +$13.6K +106 New
CCA
414
Criterion Capital Advisors
Tennessee
$12.2K
CAL
415
Capital Advisors Ltd
Ohio
$12K +$7.3K +57 +130%
BTI
416
Blue Trust Inc
Georgia
$11.8K -$67.7K -529 -85%
JWA
417
JFS Wealth Advisors
Pennsylvania
$10.2K -$896 -7 -8%
C
418
Covestor
United Kingdom
$10K +$128 +1 +1%
PWA
419
Physician Wealth Advisors
Utah
$9.71K +$10.1K +79 New
VWA
420
Valued Wealth Advisors
Utah
$9.54K
QC
421
Quent Capital
New York
$9.26K +$9.22K +72 +2,400%
TCOV
422
Trust Company of Vermont
Vermont
$8.98K
WBC
423
West Branch Capital
Massachusetts
$8.61K -$128 -1 -1%
MAM
424
Meeder Asset Management
Ohio
$8.48K -$384 -3 -4%
BGAI
425
Bruce G. Allen Investments
Colorado
$8.12K

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.