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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
PFBT
426
Parkside Financial Bank & Trust
Missouri
$7.5K -$5.89K -46 -43%
WSFS
427
Wilmington Savings Fund Society
Delaware
$7.25K
HI
428
Harbour Investments
Wisconsin
$7.02K -$128 -1 -2%
S
429
Sachetta
Massachusetts
$7.01K +$768 +6 +12%
GWP
430
Gen-Wealth Partners
Michigan
$6.76K
CFO
431
CVA Family Office
Colorado
$6.76K +$2.3K +18 +49%
CA
432
Continuum Advisory
Idaho
$5.66K
GSWM
433
Golden State Wealth Management
California
$5.66K +$5.89K +46 New
TH
434
TCTC Holdings
Texas
$5.53K +$5.76K +45 New
FFO
435
Fortitude Family Office
Arizona
$5.17K -$640 -5 -11%
BBHC
436
Brown Brothers Harriman & Co
New York
$5.17K +$1.92K +15 +56%
AAP
437
Arax Advisory Partners
Colorado
$5.17K +$5.38K +42 New
UB
438
UMB Bank
Missouri
$4.92K +$2.94K +23 +135%
CFGS
439
Concourse Financial Group Securities
Alabama
$4.88K
WAS
440
Winch Advisory Services
Wisconsin
$4.8K +$4.99K +39 New
NSIM
441
North Star Investment Management
Illinois
$4.67K
PTC
442
Private Trust Company
Ohio
$4.3K -$640 -5 -13%
HNW
443
High Note Wealth
Minnesota
$3.32K +$3.46K +27 New
EBA
444
Eagle Bay Advisors
New York
$2.8K
IRC
445
Investors Research Corp
Georgia
$2.71K
CTC
446
Central Trust Company
Missouri
$2.34K
VWM
447
Venturi Wealth Management
Texas
$2.09K +$2.18K +17 New
CIAS
448
CBIZ Investment Advisory Services
Ohio
$1.98K -$256 -2 -11%
AssetMark Inc
449
AssetMark Inc
California
$1.97K -$23.4K -183 -92%
MFG
450
Menard Financial Group
Texas
$1.84K +$1.92K +15 New

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.