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Sun Communities

498 hedge funds and large institutions have $14.5B invested in Sun Communities in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 167

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.26% more ownership

Funds ownership: 96.59%98.85% (+2.3%)

3% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.8M

1% less funds holding

Funds holding: 503498 (-5)

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

7% less capital invested

Capital invested by funds: $15.7B → $14.5B (-$1.14B)

Holders
498
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
7.9%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
56
Increased
205
Reduced
167
Closed
58
Calls
$12.1M
Puts
$11.8M
Net Calls
+$320K
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
Resolution Capital
Australia
$104M +$112M +882,258 New
ACM
27
AEW Capital Management
Massachusetts
$93.7M +$2.9M +22,871 +3%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$91.5M -$82.6M -650,538 -46%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$89.6M +$31.2M +245,630 +48%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$83.4M +$20.2M +159,018 +29%
CAM
31
Congress Asset Management
Massachusetts
$82.8M +$3.59M +28,247 +4%
SEI Investments
32
SEI Investments
Pennsylvania
$82.2M +$18.6M +146,571 +27%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$75.7M +$26.5M +208,401 +48%
Prudential Financial
34
Prudential Financial
New Jersey
$75.3M -$25.8M -203,105 -24%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$72.7M -$14.3M -112,487 -15%
Westfield Capital Management
36
Westfield Capital Management
Massachusetts
$68.3M +$1.66M +13,085 +2%
Bank of America
37
Bank of America
North Carolina
$67.6M -$581K -4,580 -0.8%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$67.3M -$997K -7,853 -1%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$66.5M +$24.1M +189,510 +51%
CIMLRA
40
CBRE Investment Management Listed Real Assets
Pennsylvania
$66.2M -$87.3M -687,976 -55%
RIM
41
Rush Island Management
New York
$65.1M +$69.9M +550,401 New
RGREA
42
Ranger Global Real Estate Advisors
Colorado
$60M +$17.7M +139,612 +38%
ACA
43
Anchor Capital Advisors
Massachusetts
$58.4M +$5.15M +40,589 +9%
Macquarie Group
44
Macquarie Group
Australia
$53.2M +$11M +86,556 +24%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$51.9M +$610K +4,809 +1%
GKIM
46
GW&K Investment Management
Massachusetts
$50.4M -$2.03M -15,964 -4%
Deutsche Bank
47
Deutsche Bank
Germany
$48.4M +$31.9M +250,952 +159%
Swiss National Bank
48
Swiss National Bank
Switzerland
$47.4M -$6.23M -49,100 -11%
VC
49
Vision Capital
Ontario, Canada
$47.2M
AAMU
50
APG Asset Management US
New York
$46.1M -$5.23M -41,241 -10%

SUI Hedge Fund Activity: Q3 2023 in Review

498 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2023, worth a combined $14.5B — down 7.3% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SUI and 56 opened new positions — a net loss of 2 holders — while 167 trimmed existing stakes and 205 added.

The largest buyer was PGGM Investments, opening a new position worth an estimated $140M. The largest seller was American Century Companies, cutting an estimated $151M.

  • 498 institutional investors held Sun Communities (SUI) as of Q3 2023, down from 503 in Q2 2023.
  • Funds reported $14.5B of Sun Communities stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 56 funds opened new Sun Communities positions in Q3 2023 and 58 closed out, a net change of -2 holders.
  • The largest Sun Communities buyer in Q3 2023 was PGGM Investments, an estimated $140M added.
  • The largest Sun Communities seller in Q3 2023 was American Century Companies, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2023.