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Sun Communities

475 hedge funds and large institutions have $15.9B invested in Sun Communities in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 98.48%101.17% (+2.7%)

4% less capital invested

Capital invested by funds: $16.6B → $15.9B (-$736M)

8% less funds holding

Funds holding: 515475 (-40)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 194

36% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 88

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

74% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $91.6M

Holders
475
Holders Change
-40
Holders Change %
-7.77%
% of All Funds
6.26%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
56
Increased
162
Reduced
194
Closed
88
Calls
$23.8M
Puts
$91.6M
Net Calls
-$67.8M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$97.3M +$80.9M +632,331 +399%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$95.9M +$13.8M +108,054 +16%
Citadel Advisors
28
Citadel Advisors
Florida
$94.7M +$18.8M +146,599 +24%
N
29
Nuveen
North Carolina
$93.5M -$31.3M -244,551 -24%
RC
30
Resolution Capital
Australia
$92.5M +$11.9M +92,690 +14%
LIMS
31
Lasalle Investment Management Securities
Maryland
$78.5M +$26.9M +209,811 +49%
DPIM
32
Duff & Phelps Investment Management
Illinois
$72.8M -$2.21M -17,280 -3%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$71.1M +$74M +578,370 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$68M +$7.76M +60,589 +12%
Bank of America
35
Bank of America
North Carolina
$66M -$266K -2,079 -0.4%
Prudential Financial
36
Prudential Financial
New Jersey
$64.4M +$37.3M +291,329 +139%
Capital International Investors
37
Capital International Investors
California
$54.7M +$57M +444,894 New
UBS Group
38
UBS Group
Switzerland
$53.9M +$8.61M +67,286 +18%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$52.8M -$2.46M -19,244 -4%
GKIM
40
GW&K Investment Management
Massachusetts
$52.3M -$34.7K -271 -0.1%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$52.1M -$1.55M -12,129 -3%
AAMU
42
APG Asset Management US
New York
$50.7M -$4.54M -35,470 -8%
ACA
43
Anchor Capital Advisors
Massachusetts
$50.6M -$3.42M -26,755 -6%
Macquarie Group
44
Macquarie Group
Australia
$50.1M +$1.01M +7,865 +2%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$49.5M -$20.4M -159,739 -28%
Swiss National Bank
46
Swiss National Bank
Switzerland
$43.3M -$2.27M -17,700 -5%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$38.4M -$454K -3,543 -1%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$37.5M -$25M -195,243 -39%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$36.9M +$11.1M +86,720 +41%
CRM
50
Cramer Rosenthal McGlynn
Connecticut
$35.5M -$737K -5,755 -2%

SUI Hedge Fund Activity: Q4 2024 in Review

475 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2024, worth a combined $15.9B — down 4.4% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of SUI and 56 opened new positions — a net loss of 32 holders — while 194 trimmed existing stakes and 162 added.

The largest buyer was Cohen & Steers, adding an estimated $488M. The largest seller was Principal Financial Group, cutting an estimated $299M.

  • 475 institutional investors held Sun Communities (SUI) as of Q4 2024, down from 515 in Q3 2024.
  • Funds reported $15.9B of Sun Communities stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 56 funds opened new Sun Communities positions in Q4 2024 and 88 closed out, a net change of -32 holders.
  • The largest Sun Communities buyer in Q4 2024 was Cohen & Steers, an estimated $488M added.
  • The largest Sun Communities seller in Q4 2024 was Principal Financial Group, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2024.