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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
CT
451
Cambridge Trust
Massachusetts
$13K
C
452
Covestor
United Kingdom
$13K
Jones Financial Companies
453
Jones Financial Companies
Missouri
$13K +$6.54K +39 +89%
POIA
454
Pin Oak Investment Advisors
Texas
$12K
SOW
455
State of Wyoming
Wyoming
$12K +$12.9K +77 New
PFBT
456
Parkside Financial Bank & Trust
Missouri
$11K -$3.02K -18 -20%
JWM
457
Janiczek Wealth Management
Colorado
$11K
WBC
458
West Branch Capital
Massachusetts
$11K
CA
459
Crewe Advisors
Utah
$11K +$11.1K +66 New
SWM
460
Spire Wealth Management
Virginia
$10K -$25.7K -153 -71%
IFAM
461
Institutional & Family Asset Management
Colorado
$10K
BTI
462
Blue Trust Inc
Georgia
$10K +$9.73K +58 New
BMD
463
Better Money Decisions
New Mexico
$9K +$9.23K +55 New
CWA
464
Carolina Wealth Advisors
South Carolina
$8K
NIC
465
Northwest Investment Counselors
Oregon
$8K
FRA
466
Front Row Advisors
California
$8K +$1.18K +7 +16%
CA
467
Centerpoint Advisors
Massachusetts
$7K
AssetMark Inc
468
AssetMark Inc
California
$6K
VCM
469
Vigilant Capital Management
Maine
$6K
WTA
470
Washington Trust Advisors
Massachusetts
$6K
CFO
471
CVA Family Office
Colorado
$6K +$2.52K +15 +75%
BIA
472
Bell Investment Advisors
California
$6K +$6.38K +38 New
ANBT
473
American National Bank & Trust
Texas
$5K
TWM
474
Tradition Wealth Management
Minnesota
$5K
ZB
475
Zions Bancorporation
Utah
$5K

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.