Sun Communities
506 hedge funds and large institutions have $14.5B invested in Sun Communities in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 158 increasing their positions, 210 reducing their positions, and 56 closing their positions.
336% more call options, than puts
Call options by funds: $33.4M | Put options by funds: $7.66M
21% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 56
1% more funds holding
Funds holding: 501 → 506 (+5)
1.36% less ownership
Funds ownership: 97.98% → 96.62% (-1.4%)
7% less capital invested
Capital invested by funds: $15.6B → $14.5B (-$1.1B)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
25% less repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$197M |
| 2 |
Cohen & Steers
New York
|
+$111M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$91.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.7M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$50.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$126M |
| 2 |
JP Morgan Chase
New York
|
-$79.8M |
| 3 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$45.8M |
| 4 |
NC
NZS Capital
Denver,
Colorado
|
-$45.4M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
-$41.9M |
SUI Hedge Fund Activity: Q2 2024 in Review
506 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2024, worth a combined $14.5B — down 7% from $15.6B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SUI positions and 56 closed out — a net gain of 12 holders — while 158 added to existing stakes and 210 trimmed.
The largest buyer was Norges Bank, adding an estimated $197M. The largest seller was UBS AM, cutting an estimated $126M.
- 506 institutional investors held Sun Communities (SUI) as of Q2 2024, up from 501 in Q1 2024.
- Funds reported $14.5B of Sun Communities stock for Q2 2024, down 7% quarter-over-quarter.
- 68 funds opened new Sun Communities positions in Q2 2024 and 56 closed out, a net change of +12 holders.
- The largest Sun Communities buyer in Q2 2024 was Norges Bank, an estimated $197M added.
- The largest Sun Communities seller in Q2 2024 was UBS AM, an estimated $126M sold.
Based on aggregated 13F filings for Q2 2024.