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Sun Communities
SUI

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: 515 → 475 (-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: 9 → 5 (-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

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$488M
2
Dodge & Cox
Dodge & Cox
California
+$467M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$344M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
5
Deutsche Bank
Deutsche Bank
Germany
+$80.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$299M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$130M
3
BlackRock
BlackRock
New York
-$87.7M
4
CIM
Centersquare Investment Management
Pennsylvania
-$65M
5
GA
GRS Advisors
Illinois
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
451
First Horizon Advisors
Tennessee
$1.6K – – –
VCM
452
Versant Capital Management
Arizona
$1.6K – – –
SIC
453
Salem Investment Counselors
North Carolina
$1.12K -$3.2K -25 -74%
SC
454
Swan Capital
Florida
$1.11K – – –
PWA
455
Provenance Wealth Advisors
Florida
$1.11K – – –
CAS
456
Coppell Advisory Solutions
Texas
$1.1K +$384 +3 +50%
BIA
457
Bell Investment Advisors
California
$984 – – –
SO
458
Sierra Ocean
California
$984 +$1.02K +8 New
WA
459
Whipplewood Advisors
Colorado
$984 +$1.02K +8 New
DF
460
Dunhill Financial
United Kingdom
$979 – – –
MCM
461
MV Capital Management
Maryland
$861 +$512 +4 +133%
CPG
462
Cornerstone Planning Group
New Jersey
$787 +$384 +3 +100%
CSC
463
Caldwell Sutter Capital
California
$738 – – –
HWA
464
HHM Wealth Advisors
Tennessee
$615 +$640 +5 New
WCM
465
WealthTrak Capital Management
Virginia
$615 +$640 +5 New
Pacer Advisors
466
Pacer Advisors
Pennsylvania
$492 – – –
AWM
467
Avior Wealth Management
Nebraska
$491 -$554K -4,324 -100%
WW
468
Winnow Wealth
Texas
$259 +$384 +3 New
PWA
469
Principia Wealth Advisory
Texas
$246 +$256 +2 New
CA
470
Clearstead Advisors
Ohio
$158 -$74K -578 -100%
LFG
471
Larson Financial Group
Missouri
$123 – – –
PA
472
PSI Advisors
Florida
$123 – – –
CIA
473
Cape Investment Advisory
Georgia
$123 +$128 +1 New
RWS
474
Retirement Wealth Solutions
Wisconsin
$106 +$128 +1 New
Westfield Capital Management
475
Westfield Capital Management
Massachusetts
– -$130M -959,879 Closed
17 18
19
20 21

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.