We are live on ! Find out more
SUI icon

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
ZB
476
Zions Bancorporation
Utah
$2.37K -$1.65K -13 -39%
FCA
477
FinTrust Capital Advisors
South Carolina
$2.25K
CTC
478
Central Trust Company
Missouri
$2.25K +$2.41K +19 New
CB
479
CNB Bank
Pennsylvania
$2.13K
FHA
480
First Horizon Advisors
Tennessee
$2.01K
MIA
481
Milestone Investment Advisors
Wisconsin
$2.01K +$2.16K +17 New
CP
482
Castleview Partners
Texas
$1.66K +$508 +4 +40%
Jones Financial Companies
483
Jones Financial Companies
Missouri
$1.54K +$1.65K +13 New
BIA
484
Bell Investment Advisors
California
$1.42K +$1.01K +8 +200%
CFB
485
Cullen/Frost Bankers
Texas
$1.18K
PWA
486
Provenance Wealth Advisors
Florida
$1.18K +$1.27K +10 New
PTC
487
Private Trust Company
Ohio
$1.06K
POIA
488
Pin Oak Investment Advisors
Texas
$1K
AW
489
Avion Wealth
Texas
$1K +$635 +5 +63%
CSC
490
Caldwell Sutter Capital
California
$710
FMII
491
Farmers & Merchants Investments Inc
Nebraska
$710 +$762 +6 New
Kayne Anderson Rudnick Investment Management
492
Kayne Anderson Rudnick Investment Management
California
$592
VCM
493
Versant Capital Management
Arizona
$473 +$254 +2 +100%
GJIA
494
Glass Jacobson Investment Advisors
Maryland
$237
EBA
495
Eagle Bay Advisors
New York
$131
M
496
MOTCO
Texas
$118
PA
497
PSI Advisors
Florida
$118
Capital World Investors
498
Capital World Investors
California
-$132M -1,014,342 Closed
HRES
499
Heitman Real Estate Securities
Illinois
-$57.6M -441,584 Closed
DCP
500
D1 Capital Partners
New York
-$49.6M -380,000 Closed

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.