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Sun Communities
SUI

Overview Fund Activity

498 hedge funds and large institutions have $15.6B invested in Sun Communities in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 173 increasing their positions, 199 reducing their positions, and 75 closing their positions.

Holders
498
Holders Change
-26
Holders Change %
-4.96%
% of All Funds
7.22%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
52
Increased
173
Reduced
199
Closed
75
Calls
$7.64M
Puts
$4.19M
Net Calls
+$3.45M
Net Calls Change
-$49.4M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$697M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$492M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$425M
4
Norges Bank
4
Norges Bank
Norway
$644M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$128M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.34B
2
Invesco
2
Invesco
Georgia
$111M
3
Morgan Stanley
3
Morgan Stanley
New York
$135M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$471M
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$228M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
476
Geneos Wealth Management
Colorado
$2.57K 20 – –
CA
477
Continuum Advisory
Idaho
$2.47K 21 +21 New
FCA
478
FinTrust Capital Advisors
South Carolina
$2.44K 19 – –
CTC
479
Central Trust Company
Missouri
$2.44K 19 – –
VCM
480
Versant Capital Management
Arizona
$2.31K 18 – –
CB
481
CNB Bank
Pennsylvania
$2.31K 18 – –
AW
482
Avion Wealth
Texas
$2K 8 – –
VNA
483
Valley National Advisers
Pennsylvania
$2K 20 +5 +33%
CP
484
Castleview Partners
Texas
$1.93K 15 +1 +7%
FHA
485
First Horizon Advisors
Tennessee
$1.67K 13 – –
T
486
Tidemark
California
$1.29K 10 – –
CFB
487
Cullen/Frost Bankers
Texas
$1.29K 10 – –
PWA
488
Provenance Wealth Advisors
Florida
$1.16K 9 – –
TWD
489
True Wealth Design
Ohio
$1.03K 8 +8 New
CSC
490
Caldwell Sutter Capital
California
$771 6 – –
BIA
491
Bell Investment Advisors
California
$515 4 – –
MCM
492
MV Capital Management
Maryland
$515 4 +1 +33%
Kayne Anderson Rudnick Investment Management
493
Kayne Anderson Rudnick Investment Management
California
$514 4 -1 -20%
QC
494
Quent Capital
New York
$423 3 -36 -92%
A
495
AlphaQuest
New York
$386 3 -377 -99%
PA
496
PSI Advisors
Florida
$129 1 – –
CTA
497
Colonial Trust Advisors
South Carolina
$129 1 +1 New
DWM
498
Dogwood Wealth Management
Kansas
– – – –
RIM
499
Rush Island Management
New York
– – -433,913 Closed
Alyeska Investment Group
500
Alyeska Investment Group
Illinois
– – -194,088 Closed
18 19
20
21 22