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Sun Communities
SUI

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: 11 → 13 (+2)

3% more funds holding

Funds holding: 432 → 446 (+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

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$576M
2
JP Morgan Chase
JP Morgan Chase
New York
+$243M
3
BlackRock
BlackRock
New York
+$157M
4
LPC
Long Pond Capital
New York
+$129M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$122M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$230M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$90.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$50.8M
4
American Century Companies
American Century Companies
Missouri
-$46.1M
5
N
Nuveen
North Carolina
-$43.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
476
Focused Wealth Management
New York
– -$137K -975 Closed
CMBA
477
C.M. Bidwell & Associates
Hawaii
– -$96K -684 Closed
CIA
478
CSat Investment Advisory
Michigan
– -$38K -272 Closed
PFWA
479
Paces Ferry Wealth Advisors
Georgia
– -$32K -227 Closed
Twin Tree Management
480
Twin Tree Management
Texas
– -$31.4K -217 Closed
GI
481
Gradient Investments
Minnesota
– -$28K -200 Closed
NNP
482
Nachman Norwood & Parrott
South Carolina
– -$24K -172 Closed
CCA
483
Column Capital Advisors
Indiana
– -$17K -119 Closed
BWM
484
BNC Wealth Management
Oregon
– -$10K -70 Closed
ASN
485
Advisory Services Network
Georgia
– -$9.84K -68 Closed
PFS
486
Prospera Financial Services
Texas
– -$8K -60 Closed
NIC
487
Northwest Investment Counselors
Oregon
– -$7K -48 Closed
Bessemer Group
488
Bessemer Group
New Jersey
– -$4K -28 Closed
NIM
489
NuWave Investment Management
New Jersey
– -$2K -16 Closed
RA
490
Rational Advisors
New York
– -$2K -16 Closed
GT
491
Glenmede Trust
Pennsylvania
– -$1K -10 Closed
CWC
492
Carolinas Wealth Consulting
North Carolina
– -$1K -8 Closed
16 17 18 19
20

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.