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Sun Communities

527 hedge funds and large institutions have $16.6B invested in Sun Communities in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $13.7M

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.06B)

6% more funds holding

Funds holding: 498527 (+29)

0.86% more ownership

Funds ownership: 98.85%99.71% (+0.86%)

1% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 189

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
527
Holders Change
+29
Holders Change %
+5.82%
% of All Funds
7.68%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
89
Increased
187
Reduced
189
Closed
56
Calls
$66.6M
Puts
$13.7M
Net Calls
+$52.9M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
26
Waratah Capital Advisors
Ontario, Canada
$122M +$594K +4,935 +0.5%
RC
27
Resolution Capital
Australia
$116M -$1.56M -12,936 -1%
Northern Trust
28
Northern Trust
Illinois
$109M -$30.9M -256,727 -24%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$94.8M +$629K +5,220 +0.7%
SEI Investments
30
SEI Investments
Pennsylvania
$94.6M +$1.59M +13,215 +2%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$91.6M -$10.6M -87,811 -11%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$90M +$4.07M +33,795 +5%
ACM
33
AEW Capital Management
Massachusetts
$88M -$16.1M -133,498 -17%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$83.7M +$5.99M +49,758 +9%
CAM
35
Congress Asset Management
Massachusetts
$79.7M -$12.4M -103,293 -15%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$75.2M -$734K -6,096 -1%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$73.4M -$1.57M -13,027 -2%
Bank of America
38
Bank of America
North Carolina
$73M -$3.07M -25,529 -4%
Macquarie Group
39
Macquarie Group
Australia
$72.9M +$11.5M +95,855 +21%
Prudential Financial
40
Prudential Financial
New Jersey
$69.5M -$14M -116,065 -18%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$63.2M +$4.13M +34,248 +8%
ACA
42
Anchor Capital Advisors
Massachusetts
$62.5M -$3.16M -26,268 -5%
Millennium Management
43
Millennium Management
New York
$60.5M +$20.5M +170,351 +60%
Amundi
44
Amundi
France
$60.5M +$13.6M +112,955 +34%
RIM
45
Rush Island Management
New York
$58M -$14M -116,488 -21%
AAMU
46
APG Asset Management US
New York
$57.3M +$4.7M +39,028 +10%
GKIM
47
GW&K Investment Management
Massachusetts
$55.1M -$1.67M -13,846 -3%
VC
48
Vision Capital
Ontario, Canada
$53.3M
CIMLRA
49
CBRE Investment Management Listed Real Assets
Pennsylvania
$52.2M -$20.4M -169,115 -30%
Swiss National Bank
50
Swiss National Bank
Switzerland
$52M -$1.34M -11,100 -3%