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Sun Communities

SUI

Market cap $15B

272 hedge funds and large institutions have $6.42B invested in Sun Communities in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 111 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New

Increased

Maintained

Reduced

Closed

28% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 87

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0.42% less ownership

Funds ownership: 95.23% → 94.82% (-0.42%)

3% less capital invested

Capital invested by funds: $6.59B → $6.42B (-$174M)

1% less funds holding

Funds holding: 275 → 272 (-3)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders

272

Holders Change

-3

Holders Change %

-1.09%

% of All Funds

6.78%

Holding in Top 10

Holding in Top 10 Change

-2

Holding in Top 10 Change %

-28.57%

% of All Funds

0.12%

New

Increased

111

Reduced

Closed

Calls

$2.9M

Puts

–

Net Calls

+$2.9M

Net Calls Change

+$171K

Top Buyers

1	BlackRock New York	+$42.3M
2	Vanguard Group Malvern, Pennsylvania	+$32.7M
3	WMSA Weiss Multi-Strategy Advisers New York	+$24.3M
4	N Nuveen Charlotte, North Carolina	+$23.1M
5	CGM Capital Growth Management Boston, Massachusetts	+$19.9M

Top Sellers

1	CIMLRA CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	-$79.7M
2	Fidelity Investments Boston, Massachusetts	-$53.6M
3	VCM V3 Capital Management Dallas, Texas	-$29.4M
4	Daiwa Securities Group Tokyo, Japan	-$23.9M
5	ACI AMP Capital Investors Sydney, Australia	-$22.1M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	CGM 26 Capital Growth Management Boston, Massachusetts	$44.1M	+$19.9M	+225,000	+78%
27	ACA 27 Anchor Capital Advisors Boston, Massachusetts	$42.6M	-$492K	-5,568	-1%
28	28 AllianceBernstein Nashville, Tennessee	$41.9M	+$4.64M	+52,538	+12%
29	TCIM 29 TIAA CREF Investment Management New York	$41M	+$36.5K	+413	+0.1%
30	30 Westfield Capital Management Boston, Massachusetts	$40.1M	+$1.1M	+12,465	+3%
31	31 Bank of America Charlotte, North Carolina	$38.9M	+$9.46M	+107,033	+31%
32	32 Victory Capital Management San Antonio, Texas	$35.7M	-$815K	-9,221	-2%
33	33 Russell Investments Group London, United Kingdom	$34M	-$6.56M	-74,242	-16%
34	ACM 34 Adelante Capital Management Alameda, California	$33.8M	+$179K	+2,025	+0.5%
35	WCA 35 Waratah Capital Advisors Toronto, Ontario, Canada	$30.6M	-$14.1M	-160,009	-31%
36	36 Allianz Asset Management Munich, Germany	$25.8M	–	–	–
37	ESCM 37 Echo Street Capital Management New York	$25.6M	+$10.4M	+117,837	+65%
38	SAM 38 Securian Asset Management St Paul, Minnesota	$24.2M	+$3.22M	+36,400	+15%
39	39 UBS AM Chicago, Illinois	$24.2M	-$2.15M	-24,331	-8%
40	WMSA 40 Weiss Multi-Strategy Advisers New York	$23.6M	+$24.3M	+275,000	New
41	41 Schroder Investment Management Group London, United Kingdom	$23.5M	+$1.54M	+17,425	+7%
42	42 State of New Jersey Common Pension Fund D Trenton, New Jersey	$21.4M	–	–	–
43	43 Balyasny Asset Management Chicago, Illinois	$21.3M	+$5.17M	+58,482	+31%
44	44 SEI Investments Oaks, Pennsylvania	$20.6M	+$2.39M	+27,085	+13%
45	45 Ameriprise Minneapolis, Minnesota	$20.6M	+$658K	+7,448	+3%
46	46 Morgan Stanley New York	$19.9M	+$6.82M	+77,176	+50%
47	47 Legal & General Group London, United Kingdom	$19.8M	+$2.97M	+33,570	+17%
48	48 Fidelity International Hamilton, Bermuda	$18M	-$12.3M	-139,325	-40%
49	49 D.E. Shaw & Co New York	$18M	+$2.98M	+33,712	+19%
50	50 Wells Fargo San Francisco, California	$17.5M	-$191K	-2,157	-1%