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Sun Communities

502 hedge funds and large institutions have $18.8B invested in Sun Communities in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 201 increasing their positions, 170 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 170

4% less funds holding

Funds holding: 523502 (-21)

4.16% less ownership

Funds ownership: 101.36%97.2% (-4.2%)

8% less capital invested

Capital invested by funds: $20.5B → $18.8B (-$1.73B)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

16% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 62

38% less call options, than puts

Call options by funds: $22.8M | Put options by funds: $36.5M

Holders
502
Holders Change
-21
Holders Change %
-4.02%
% of All Funds
8.46%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.27%
New
52
Increased
201
Reduced
170
Closed
62
Calls
$22.8M
Puts
$36.5M
Net Calls
-$13.7M
Net Calls Change
-$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
476
CX Institutional
Indiana
$5K +$4.87K +29 New
Bessemer Group
477
Bessemer Group
New Jersey
$5K +$5.03K +30 New
FPS
478
Fieldpoint Private Securities
Connecticut
$4K -$19.3K -115 -82%
MFT
479
Moisand Fitzgerald Tamayo
Florida
$4K -$1.34K -8 -23%
IRC
480
Investors Research Corp
Georgia
$4K
S
481
Surevest
California
$4K
CWM
482
Castle Wealth Management
Florida
$4K +$3.69K +22 New
HNB
483
Huntington National Bank
Ohio
$4K +$3.69K +22 New
WWMSC
484
Wagner Wealth Management (South Carolina)
South Carolina
$4K +$4.53K +27 New
SBL
485
Sargent Bickham Lagudis
Colorado
$4K +$4.7K +28 New
CB
486
CNB Bank
Pennsylvania
$3K
FCA
487
FinTrust Capital Advisors
South Carolina
$3K
HR
488
Howe & Rusling
New York
$3K
TWA
489
TCI Wealth Advisors
Arizona
$3K
TIM
490
Tortoise Investment Management
New York
$3K +$2.69K +16 New
WPA
491
West Paces Advisors
Georgia
$2.87K
AA
492
Ancora Advisors
Ohio
$2K -$4.53K -27 -68%
AWM
493
Activest Wealth Management
Florida
$2K +$1.68K +10 New
HS
494
Horan Securities
United States
$2K +$2.18K +13 New
HPC
495
HM Payson & Co
Maine
$2K +$2.35K +14 New
NICM
496
Neo Ivy Capital Management
New York
$1K -$96.7K -576 -98%
CAL
497
Capital Advisors Ltd
Ohio
$1K +$1.51K +9 New
PTC
498
Private Trust Company
Ohio
$1K +$1.51K +9 New
HFS
499
Heritage Financial Services
Massachusetts
$1K +$2.01K +12 New
WC
500
Wexford Capital
Florida
$623 -$34.7K -207 -5%

SUI Hedge Fund Activity: Q2 2022 in Review

502 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2022, worth a combined $18.8B — down 8.4% from $20.5B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of SUI and 52 opened new positions — a net loss of 10 holders — while 170 trimmed existing stakes and 201 added.

The largest buyer was Cohen & Steers, adding an estimated $168M. The largest seller was Deutsche Bank, cutting an estimated $137M.

  • 502 institutional investors held Sun Communities (SUI) as of Q2 2022, down from 523 in Q1 2022.
  • Funds reported $18.8B of Sun Communities stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 52 funds opened new Sun Communities positions in Q2 2022 and 62 closed out, a net change of -10 holders.
  • The largest Sun Communities buyer in Q2 2022 was Cohen & Steers, an estimated $168M added.
  • The largest Sun Communities seller in Q2 2022 was Deutsche Bank, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2022.