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Sun Communities

454 hedge funds and large institutions have $19.2B invested in Sun Communities in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 172 increasing their positions, 167 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

531% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $3.14M

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

14% more capital invested

Capital invested by funds: $16.8B → $19.2B (+$2.38B)

3.27% more ownership

Funds ownership: 96.71%99.98% (+3.3%)

3% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 167

1% less funds holding

Funds holding: 458454 (-4)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

Holders
454
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.9%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
46
Increased
172
Reduced
167
Closed
49
Calls
$19.8M
Puts
$3.14M
Net Calls
+$16.7M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
26
Duff & Phelps Investment Management
Illinois
$139M +$10.1M +61,169 +8%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$139M -$949K -5,726 -0.7%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$138M +$600K +3,621 +0.5%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$131M +$18.6M +112,389 +17%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$130M +$24.5M +147,739 +24%
AAMU
31
APG Asset Management US
New York
$122M -$3.98M -24,000 -3%
WCA
32
Waratah Capital Advisors
Ontario, Canada
$120M +$15.3M +92,334 +15%
ACM
33
AEW Capital Management
Massachusetts
$118M +$4.37M +26,375 +4%
Wells Fargo
34
Wells Fargo
California
$115M -$2.39M -14,412 -2%
LPC
35
Long Pond Capital
New York
$113M -$96.5M -581,917 -47%
CAM
36
Congress Asset Management
Massachusetts
$109M +$216K +1,300 +0.2%
Millennium Management
37
Millennium Management
New York
$102M -$35.6M -214,488 -26%
HRES
38
Heitman Real Estate Securities
Illinois
$94.9M +$21.2M +127,881 +30%
Goldman Sachs
39
Goldman Sachs
New York
$94.5M -$17.9M -107,942 -16%
AllianceBernstein
40
AllianceBernstein
Tennessee
$89.8M -$357K -2,155 -0.4%
ACA
41
Anchor Capital Advisors
Massachusetts
$89.4M -$79.6K -480 -0.1%
ACI
42
AMP Capital Investors
Australia
$84M -$1.1M -6,658 -1%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$83.4M -$5.59M -33,730 -6%
BC
44
Brookfield Corp
Ontario, Canada
$79.1M -$358K -2,158 -0.5%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$76.2M +$4.16M +25,076 +6%
Victory Capital Management
46
Victory Capital Management
Texas
$75.5M -$486K -2,934 -0.7%
Swiss National Bank
47
Swiss National Bank
Switzerland
$75.2M +$1M +6,039 +1%
Canada Pension Plan Investment Board
48
Canada Pension Plan Investment Board
Ontario, Canada
$74M +$8.74M +52,697 +14%
WCP
49
Waterfront Capital Partners
New York
$72.3M -$4.81M -29,038 -6%
Korea Investment Corp
50
Korea Investment Corp
South Korea
$72M +$13.1M +78,935 +23%

SUI Hedge Fund Activity: Q2 2021 in Review

454 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2021, worth a combined $19.2B — up 14% from $16.8B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SUI and 46 opened new positions — a net loss of 3 holders — while 167 trimmed existing stakes and 172 added.

The largest buyer was PGGM Investments, adding an estimated $148M. The largest seller was Citadel Advisors, cutting an estimated $110M.

  • 454 institutional investors held Sun Communities (SUI) as of Q2 2021, down from 458 in Q1 2021.
  • Funds reported $19.2B of Sun Communities stock for Q2 2021, up 14% quarter-over-quarter.
  • 46 funds opened new Sun Communities positions in Q2 2021 and 49 closed out, a net change of -3 holders.
  • The largest Sun Communities buyer in Q2 2021 was PGGM Investments, an estimated $148M added.
  • The largest Sun Communities seller in Q2 2021 was Citadel Advisors, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2021.