We are live on ! Find out more
SUI icon

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
PA
426
Parallel Advisors
California
$60K +$21.6K +129 +52%
PFS
427
Prospera Financial Services
Texas
$57K +$4.53K +27 +8%
FHA
428
First Horizon Advisors
Tennessee
$49K -$5.87K -35 -10%
PCG
429
Private Capital Group
Connecticut
$45K -$1.51K -9 -3%
QC
430
Quent Capital
New York
$42K +$24.7K +147 +125%
COCM
431
Charter Oak Capital Management
New Hampshire
$40K
SWM
432
Sugarloaf Wealth Management
Georgia
$40K +$42.5K +253 New
CFGS
433
Concourse Financial Group Securities
Alabama
$39K -$2.85K -17 -7%
MAM
434
Meeder Asset Management
Ohio
$37K
TWC
435
TD Waterhouse Canada
Ontario, Canada
$36.9K
HFM
436
Harvest Fund Management
China
$36K +$38.1K +227 New
CB
437
Community Bank
New York
$35K -$13.4K -80 -27%
Bank of Montreal
438
Bank of Montreal
Ontario, Canada
$33.5K +$1.41M +8,408 +4%
TPCW
439
TD Private Client Wealth
New York
$31.4K +$2.69K +16 +9%
EBA
440
Eagle Bay Advisors
New York
$27K +$28.5K +170 New
TCOV
441
Trust Company of Vermont
Vermont
$26K +$27K +161 New
LC
442
Lindbrook Capital
California
$25K +$1.68K +10 +7%
AF
443
Allworth Financial
California
$24K +$3.69K +22 +17%
MA
444
MUFG Americas
New York
$22K
CA
445
CoreCap Advisors
Michigan
$21K +$22K +131 New
GWS
446
Glassman Wealth Services
Virginia
$18K -$2.52K -15 -12%
UB
447
UMB Bank
Missouri
$17K
JWA
448
JFS Wealth Advisors
Pennsylvania
$16K
NFSG
449
Newbridge Financial Services Group
Florida
$16K
TFS
450
TrustCore Financial Services
Tennessee
$14K +$15.1K +90 New

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.