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Sun Communities

446 hedge funds and large institutions have $15.8B invested in Sun Communities in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 197 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 123

40% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 47

21% more capital invested

Capital invested by funds: $13.1B → $15.8B (+$2.76B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3% more funds holding

Funds holding: 432446 (+14)

1.97% more ownership

Funds ownership: 94.91%96.88% (+2%)

6% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $29.6M

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
7.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
66
Increased
197
Reduced
123
Closed
47
Calls
$27.7M
Puts
$29.6M
Net Calls
-$1.85M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ESCM
26
Echo Street Capital Management
New York
$129M +$62.6M +432,701 +104%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$123M +$461K +3,186 +0.4%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$120M -$230M -1,588,739 -67%
Allianz Asset Management
29
Allianz Asset Management
Germany
$120M +$7.92M +54,731 +7%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$119M +$53.8M +372,039 +91%
UBS AM
31
UBS AM
Illinois
$116M +$20.6M +142,533 +23%
Charles Schwab
32
Charles Schwab
California
$116M +$9.92M +68,555 +10%
AAMU
33
APG Asset Management US
New York
$111M
ACM
34
AEW Capital Management
Massachusetts
$109M +$6.65M +45,950 +7%
DPIM
35
Duff & Phelps Investment Management
Illinois
$108M -$1.94M -13,381 -2%
Wells Fargo
36
Wells Fargo
California
$106M -$751K -5,189 -0.7%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$104M +$30.6M +211,730 +45%
CAM
38
Congress Asset Management
Massachusetts
$91.4M +$1.48M +10,258 +2%
ACI
39
AMP Capital Investors
Australia
$84.3M +$8.3M +57,356 +11%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$80.4M -$3.31M -22,870 -4%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$79.9M -$6.87M -47,496 -8%
BC
42
Brookfield Corp
Ontario, Canada
$79.5M +$18M +124,211 +31%
WCA
43
Waratah Capital Advisors
Ontario, Canada
$78.5M +$2.62M +18,126 +4%
ACA
44
Anchor Capital Advisors
Massachusetts
$77.9M -$2.12M -14,681 -3%
AllianceBernstein
45
AllianceBernstein
Tennessee
$76.9M -$17.3M -119,540 -19%
Westfield Capital Management
46
Westfield Capital Management
Massachusetts
$72.5M -$17.9M -123,787 -21%
Victory Capital Management
47
Victory Capital Management
Texas
$68.1M -$2.2M -15,230 -3%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$65.1M +$1.98M +13,663 +3%
WCP
49
Waterfront Capital Partners
New York
$62.7M +$43.3M +298,912 +263%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$61M +$18.3M +126,669 +46%

SUI Hedge Fund Activity: Q4 2020 in Review

446 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2020, worth a combined $15.8B — up 21% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SUI positions and 47 closed out — a net gain of 19 holders — while 197 added to existing stakes and 123 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $576M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 446 institutional investors held Sun Communities (SUI) as of Q4 2020, up from 432 in Q3 2020.
  • Funds reported $15.8B of Sun Communities stock for Q4 2020, up 21% quarter-over-quarter.
  • 66 funds opened new Sun Communities positions in Q4 2020 and 47 closed out, a net change of +19 holders.
  • The largest Sun Communities buyer in Q4 2020 was Cohen & Steers, an estimated $576M added.
  • The largest Sun Communities seller in Q4 2020 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2020.