We are live on ! Find out more
SUI icon

Sun Communities
SUI

336 hedge funds and large institutions have $8.3B invested in Sun Communities in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11% more capital invested

Capital invested by funds: $7.47B → $8.3B (+$825M)

5% more funds holding

Funds holding: 321 → 336 (+15)

0.74% less ownership

Funds ownership: 95.35% → 94.6% (-0.74%)

18% less call options, than puts

Call options by funds: $2.48M | Put options by funds: $3.04M

Holders
336
Holders Change
+15
Holders Change %
+4.67%
% of All Funds
7.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
55
Increased
135
Reduced
85
Closed
39
Calls
$2.48M
Puts
$3.04M
Net Calls
-$558K
Net Calls Change
-$3.14M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$104M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$66.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$60M
4
ZP
Zimmer Partners
New York
+$57.4M
5
Goldman Sachs
Goldman Sachs
New York
+$47.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$61.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$28.8M
4
N
Nuveen
North Carolina
-$17.2M
5
Millennium Management
Millennium Management
New York
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$69.9M +$28M +280,201 +69%
DPIM
27
Duff & Phelps Investment Management
Illinois
$69.8M -$5.91M -59,176 -8%
ACI
28
AMP Capital Investors
Australia
$68.5M +$12.9M +129,203 +23%
American Century Companies
29
American Century Companies
Missouri
$64.4M +$1.77M +17,742 +3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$63.1M +$39.9K +400 +0.1%
ZP
31
Zimmer Partners
New York
$58.4M +$57.4M +575,000 New
Wells Fargo
32
Wells Fargo
California
$54.1M +$360K +3,604 +0.7%
Allianz Asset Management
33
Allianz Asset Management
Germany
$51.6M -$399K -4,000 -0.8%
TCIM
34
TIAA CREF Investment Management
New York
$51.5M +$3.45M +34,533 +7%
B
35
Barings
North Carolina
$46.5M -$7.87M -78,860 -15%
Bank of America
36
Bank of America
North Carolina
$45.7M +$10.2M +102,291 +29%
ACA
37
Anchor Capital Advisors
Massachusetts
$44.5M -$273K -2,734 -0.6%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$38.8M +$7.07M +70,793 +23%
ESCM
39
Echo Street Capital Management
New York
$37M +$3.1M +31,025 +9%
WCA
40
Waratah Capital Advisors
Ontario, Canada
$36.9M +$9.13M +91,390 +34%
Westfield Capital Management
41
Westfield Capital Management
Massachusetts
$35.6M -$1.35M -13,500 -4%
Millennium Management
42
Millennium Management
New York
$33.5M -$15.7M -157,443 -32%
Ameriprise
43
Ameriprise
Minnesota
$32.6M -$6.43M -64,397 -17%
ACM
44
Adelante Capital Management
California
$32.6M -$2.47M -24,715 -7%
Victory Capital Management
45
Victory Capital Management
Texas
$31.8M -$5.51M -55,135 -15%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$31.6M -$4.17M -41,714 -12%
UBS AM
47
UBS AM
Illinois
$30.6M +$2.98M +29,878 +11%
Legal & General Group
48
Legal & General Group
United Kingdom
$29.5M +$2.27M +22,715 +8%
VRS
49
Virginia Retirement Systems
Virginia
$28.3M -$210K -2,100 -0.7%
SEI Investments
50
SEI Investments
Pennsylvania
$27M +$1.03M +10,339 +4%
1
2
3 4 5

SUI Hedge Fund Activity: Q3 2018 in Review

336 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2018, worth a combined $8.3B — up 11% from $7.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SUI positions and 39 closed out — a net gain of 16 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $61.9M.

  • 336 institutional investors held Sun Communities (SUI) as of Q3 2018, up from 321 in Q2 2018.
  • Funds reported $8.3B of Sun Communities stock for Q3 2018, up 11% quarter-over-quarter.
  • 55 funds opened new Sun Communities positions in Q3 2018 and 39 closed out, a net change of +16 holders.
  • The largest Sun Communities buyer in Q3 2018 was Aristotle Capital Management, an estimated $104M added.
  • The largest Sun Communities seller in Q3 2018 was Cohen & Steers, an estimated $61.9M sold.

Based on aggregated 13F filings for Q3 2018.