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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
Jones Financial Companies
426
Jones Financial Companies
Missouri
$5K +$4.34K +30 New
PWPS
427
Pinnacle Wealth Planning Services
Ohio
$5K +$4.49K +31 New
CI
428
CX Institutional
Indiana
$4K – – –
PMFA
429
Plante Moran Financial Advisors
Michigan
$4K +$2.31K +16 +178%
JWM
430
Janiczek Wealth Management
Colorado
$4K +$4.05K +28 New
FCA
431
FinTrust Capital Advisors
South Carolina
$3K – – –
VFA
432
Valeo Financial Advisors
Indiana
$3K – – –
CCA
433
Childress Capital Advisors
Texas
$3K +$2.46K +17 New
NSB
434
Norway Savings Bank
Maine
$3K +$2.6K +18 New
HIM
435
Hillsdale Investment Management
Ontario, Canada
$2K – – –
TFGT
436
TS Financial Group (TSFG)
Illinois
$2K – – –
HGWM
437
Harvest Group Wealth Management
Massachusetts
$1K – – –
TWA
438
TCI Wealth Advisors
Arizona
$1K – – –
Kayne Anderson Rudnick Investment Management
439
Kayne Anderson Rudnick Investment Management
California
$1K +$868 +6 New
RPWA
440
Regent Peak Wealth Advisors
Georgia
$1K +$868 +6 New
ONST
441
Old North State Trust
North Carolina
$1K +$1.01K +7 New
SWP
442
ShoreHaven Wealth Partners
New Jersey
$1K +$1.16K +8 New
VCG
443
Vantage Consulting Group
Virginia
$1K +$1.16K +8 New
Walleye Capital
444
Walleye Capital
New York
$403 +$383K +2,649 New
AIG
445
American International Group
New York
$336 +$7.09K +49 +2%
ED
446
Exane Derivatives
France
$304 -$5.07K -35 -95%
BCM
447
Bridgeway Capital Management
Texas
– -$22.3M -158,275 Closed
FA
448
Friess Associates
Delaware
– -$12.5M -89,095 Closed
RA
449
RMR Advisors
Massachusetts
– -$9.19M -65,356 Closed
DILIC
450
Dai-ichi Life Insurance Company
Japan
– -$9.15M -65,068 Closed
16 17
18
19 20

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.