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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
LS
451
Livforsakringsbolaget Skandia
Sweden
$11.9K
JWA
452
JFS Wealth Advisors
Pennsylvania
$11.7K
CT
453
Clearstead Trust
Maine
$10.4K +$11.2K +88 New
HWA
454
HHM Wealth Advisors
Tennessee
$9.82K
OA
455
Operose Advisors
Wisconsin
$9.59K +$10.3K +81 New
TCOV
456
Trust Company of Vermont
Vermont
$8.64K
WBC
457
West Branch Capital
Massachusetts
$8.28K
UB
458
UMB Bank
Missouri
$8.16K
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$6.39K -$1.01K -8 -13%
EWA
460
EverSource Wealth Advisors
Alabama
$6.27K +$1.78K +14 +36%
BAAM
461
Baker Avenue Asset Management
California
$6.27K +$5.71K +45 +563%
CWA
462
Carolina Wealth Advisors
South Carolina
$6.04K
FRA
463
Front Row Advisors
California
$5.84K
NIC
464
Northwest Investment Counselors
Oregon
$5.68K
RTL
465
Red Tortoise LLC
Georgia
$5.56K +$5.96K +47 New
CSPIA
466
Cary Street Partners Investment Advisory
Virginia
$5.33K
NSIM
467
North Star Investment Management
Illinois
$4.73K +$5.08K +40 New
GWM
468
Geneos Wealth Management
Colorado
$4.72K +$2.54K +20 +100%
WTA
469
Washington Trust Advisors
Massachusetts
$4.13K +$508 +4 +13%
ANBT
470
American National Bank & Trust
Texas
$4.02K
TWM
471
Tradition Wealth Management
Minnesota
$4K +$127 +1 +3%
GI
472
Gradient Investments
Minnesota
$3.79K +$762 +6 +23%
NC
473
NewSquare Capital
Pennsylvania
$3.55K +$3.81K +30 New
IRC
474
Investors Research Corp
Georgia
$2.6K
GRP
475
Global Retirement Partners
California
$2.42K +$1.27K +10 +91%

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.