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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
BCWM
426
Bartlett & Co Wealth Management
Ohio
$55K
T
427
TOBAM
France
$54K -$52.8K -416 -48%
National Bank of Canada
428
National Bank of Canada
Quebec, Canada
$51.7K -$381 -3 -0.7%
RL
429
Rogco LP
Oklahoma
$49.1K +$52.7K +415 New
HWA
430
Heritage Wealth Advisors
Virginia
$47.3K
SL
431
Salomon & Ludwin
Virginia
$46.2K +$49.5K +390 New
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.9K
CFGS
433
Concourse Financial Group Securities
Alabama
$35.8K +$2.41K +19 +7%
PA
434
Parallel Advisors
California
$34.9K -$6.85K -54 -15%
ETC
435
Exchange Traded Concepts
Oklahoma
$33.8K +$1.27K +10 +4%
LC
436
Lindbrook Capital
California
$27.1K +$15.9K +125 +120%
HFM
437
Harvest Fund Management
China
$27K
CB
438
Community Bank
New York
$26.2K
SOW
439
State of Wyoming
Wyoming
$22.2K +$8.76K +69 +58%
HNB
440
Huntington National Bank
Ohio
$19.9K +$7.87K +62 +58%
CAL
441
Capital Advisors Ltd
Ohio
$19K +$6.09K +48 +42%
AF
442
Allworth Financial
California
$18.5K +$381 +3 +2%
NS
443
NBC Securities
Alabama
$18K +$20.3K +160 New
ITIM
444
Indiana Trust & Investment Management
Indiana
$17.8K +$19K +150 New
GWS
445
Glassman Wealth Services
Virginia
$17.3K -$4.82K -38 -21%
QL
446
Quarry LP
New York
$16.3K +$11.8K +93 +207%
QC
447
Quent Capital
New York
$14.5K -$7.62K -60 -33%
FFA
448
Farther Finance Advisors
California
$13.5K +$14.1K +111 +3,700%
PFBT
449
Parkside Financial Bank & Trust
Missouri
$12.1K +$381 +3 +3%
BTI
450
Blue Trust Inc
Georgia
$12K +$762 +6 +7%

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.