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Sun Communities
SUI

475 hedge funds and large institutions have $15.9B invested in Sun Communities in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 98.48% → 101.17% (+2.7%)

4% less capital invested

Capital invested by funds: $16.6B → $15.9B (-$736M)

8% less funds holding

Funds holding: 515 → 475 (-40)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 194

36% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 88

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

74% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $91.6M

Holders
475
Holders Change
-40
Holders Change %
-7.77%
% of All Funds
6.26%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
56
Increased
162
Reduced
194
Closed
88
Calls
$23.8M
Puts
$91.6M
Net Calls
-$67.8M
Net Calls Change
-$118M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$488M
2
Dodge & Cox
Dodge & Cox
California
+$467M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$344M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
5
Deutsche Bank
Deutsche Bank
Germany
+$80.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$299M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$130M
3
BlackRock
BlackRock
New York
-$87.7M
4
CIM
Centersquare Investment Management
Pennsylvania
-$65M
5
GA
GRS Advisors
Illinois
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GA
476
GRS Advisors
Illinois
– -$58.2M -430,996 Closed
Qube Research & Technologies (QRT)
477
Qube Research & Technologies (QRT)
United Kingdom
– -$50.6M -374,577 Closed
GC
478
Gillson Capital
Illinois
– -$28.8M -213,100 Closed
CVA
479
Ceredex Value Advisors
Florida
– -$28.2M -207,268 Closed
WCA
480
Waratah Capital Advisors
Ontario, Canada
– -$18M -133,109 Closed
JF
481
Jump Financial
Illinois
– -$17M -125,600 Closed
Marshall Wace
482
Marshall Wace
United Kingdom
– -$14.5M -107,113 Closed
HF
483
HRT Financial
New York
– -$14.4M -106,464 Closed
DG
484
DigitalBridge Group
Florida
– -$14.1M -104,467 Closed
MNA
485
Manning & Napier Advisors
New York
– -$13.7M -101,607 Closed
BIC
486
B&I Capital
Switzerland
– -$11.6M -85,798 Closed
GIM
487
Generate Investment Management
New Zealand
– -$9.04M -66,863 Closed
ZP
488
Zimmer Partners
New York
– -$5.07M -37,500 Closed
UOC
489
UBS O'Connor
Illinois
– -$4.36M -32,262 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
490
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$3.82M -28,251 Closed
Twin Tree Management
491
Twin Tree Management
Texas
– -$3.72M -27,531 Closed
KOCAA
492
Knights of Columbus Asset Advisors
Connecticut
– -$3.57M -26,388 Closed
DSA
493
Davis Selected Advisers
Arizona
– -$3.53M -26,100 Closed
Arrowstreet Capital
494
Arrowstreet Capital
Massachusetts
– -$3.28M -24,275 Closed
LMGAM
495
Liberty Mutual Group Asset Management
Massachusetts
– -$3.26M -24,140 Closed
WBC
496
Westpac Banking Corp
Australia
– -$3.11M -23,028 Closed
CC
497
Centiva Capital
New York
– -$2.89M -21,394 Closed
QT
498
Quantbot Technologies
New York
– -$2.64M -19,566 Closed
SRL
499
Scientech Research LLC
New Jersey
– -$2.45M -18,152 Closed
IAIM
500
International Assets Investment Management
Florida
– -$133 -17,975 Closed
18 19
20
21 22

SUI Hedge Fund Activity: Q4 2024 in Review

475 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2024, worth a combined $15.9B — down 4.4% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of SUI and 56 opened new positions — a net loss of 32 holders — while 194 trimmed existing stakes and 162 added.

The largest buyer was Cohen & Steers, adding an estimated $488M. The largest seller was Principal Financial Group, cutting an estimated $299M.

  • 475 institutional investors held Sun Communities (SUI) as of Q4 2024, down from 515 in Q3 2024.
  • Funds reported $15.9B of Sun Communities stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 56 funds opened new Sun Communities positions in Q4 2024 and 88 closed out, a net change of -32 holders.
  • The largest Sun Communities buyer in Q4 2024 was Cohen & Steers, an estimated $488M added.
  • The largest Sun Communities seller in Q4 2024 was Principal Financial Group, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2024.