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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
D.E. Shaw & Co
501
D.E. Shaw & Co
New York
– -$2.4M -17,781 Closed
QC
502
Quadrature Capital
United Kingdom
– -$2.39M -17,661 Closed
Public Sector Pension Investment Board (PSP Investments)
503
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$2.19M -16,208 Closed
NYLIM
504
New York Life Investment Management
New York
– -$2.07M -15,337 Closed
SG Americas Securities
505
SG Americas Securities
New York
– -$2.03M -15,051 Closed
CSS
506
Cubist Systematic Strategies
Connecticut
– -$2.03M -15,036 Closed
PCM
507
Prelude Capital Management
New York
– -$1.97M -14,552 Closed
AI
508
Atom Investors
Texas
– -$1.75M -12,922 Closed
ET
509
Entropy Technologies
New York
– -$1.71M -12,685 Closed
VF
510
Virtu Financial
New York
– -$1.56M -11,576 Closed
Squarepoint
511
Squarepoint
New York
– -$1.4M -10,942 Closed
Robeco Institutional Asset Management
512
Robeco Institutional Asset Management
Netherlands
– -$1.42M -10,496 Closed
PD
513
Point72 (DIFC)
United Arab Emirates
– -$1.38M -10,220 Closed
EGM
514
Engineers Gate Manager
New York
– -$1.34M -9,897 Closed
VIM
515
Vinva Investment Management
Australia
– -$1.04M -7,651 Closed
KJHP
516
K.J. Harrison & Partners
Ontario, Canada
– -$999K -7,455 Closed
BHCM
517
Brevan Howard Capital Management
Jersey
– -$666K -4,929 Closed
DFCM
518
Dark Forest Capital Management
Puerto Rico
– -$656K -4,854 Closed
GS
519
GTS Securities
New York
– -$620K -4,587 Closed
NRD
520
Nebula Research & Development
New York
– -$618K -4,573 Closed
CCIA
521
Campbell & Co Investment Adviser
Maryland
– -$566K -4,188 Closed
IMCOOI
522
Investment Management Corp of Ontario (IMCO)
Canada
– -$565K -4,182 Closed
SPA
523
Sherbrooke Park Advisers
New York
– -$563K -4,165 Closed
PP
524
Paloma Partners
Connecticut
– -$554K -4,100 Closed
FRM
525
Fox Run Management
Connecticut
– -$526K -3,892 Closed
19 20
21
22 23

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.