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Sun Communities
SUI

Overview Fund Activity

487 hedge funds and large institutions have $15.9B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 179 increasing their positions, 180 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+16
Holders Change %
+3.4%
% of All Funds
6.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
64
Increased
179
Reduced
180
Closed
40
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.76B
2
Deutsche Bank
Deutsche Bank
Germany
$207M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$787M
4
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$67.3M
5
Capital International Investors
Capital International Investors
California
$112M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$2.79M
2
PI
PGGM Investments
Netherlands
$55.6M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$36.4M
4
CIM
Centersquare Investment Management
Pennsylvania
$109M
5
DPIM
Duff & Phelps Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWS
401
Dynamic Wealth Strategies
California
$42.5K +$42.5K +330 New
TFIPS
402
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.2K – – –
HNB
403
Huntington National Bank
Ohio
$40.9K -$515 -4 -1%
AF
404
Allworth Financial
California
$36.3K +$2.69K +22 +8%
BCWM
405
Bartlett & Co Wealth Management
Ohio
$33.8K – – –
IBOK
406
Independence Bank of Kentucky
Kentucky
$32.2K -$5.79K -45 -15%
RA
407
Ransom Advisory
Rhode Island
$30.7K +$30.7K +239 New
GWM
408
Geneos Wealth Management
Colorado
$29.6K +$14.8K +115 +100%
OWA
409
Opal Wealth Advisors
New York
$29.2K +$29.2K +227 New
Twin Tree Management
410
Twin Tree Management
Texas
$29.1K +$29.1K +226 New
KFI
411
Key Financial Inc
Pennsylvania
$25.1K – – –
BIG
412
Brooklyn Investment Group
New York
$24.6K -$12.7K -99 -34%
SL
413
Salomon & Ludwin
Virginia
$24.4K – – –
Lazard Asset Management
414
Lazard Asset Management
New York
$22K +$22K +177 New
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$21.6K +$1.67K +13 +8%
AF
416
Advisornet Financial
Minnesota
$21.5K -$30.6K -238 -59%
FNWA
417
Financial Network Wealth Advisors
Utah
$18.7K +$18.7K +145 New
RTC
418
Riverview Trust Company
Washington
$17.1K – – –
CAL
419
Capital Analysts LLC
Pennsylvania
$15K – – –
MCM
420
MAI Capital Management
Ohio
$13K -$645 -5 -5%
TH
421
TCTC Holdings
Texas
$11.6K +$5.79K +45 +100%
BC
422
Bayforest Capital
United Kingdom
$11.4K -$258K -2,007 -96%
JWA
423
JFS Wealth Advisors
Pennsylvania
$10.7K – – –
CAL
424
Capital Advisors Ltd
Ohio
$10K -$3.65K -27 -27%
C
425
Covestor
United Kingdom
$10K -$130 -1 -1%
15 16
17
18 19