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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
MM
526
MQS Management
New York
-$475K -3,640 Closed
V
527
Veritable
Delaware
-$469K -3,593 Closed
DT
528
Diversified Trust
Tennessee
-$467K -3,577 Closed
MFS
529
Mirabella Financial Services
United Kingdom
-$402K -3,079 Closed
Cerity Partners
530
Cerity Partners
New York
-$389K -2,985 Closed
MC
531
Machina Capital
France
-$344K -2,638 Closed
MAP
532
Moody Aldrich Partners
Massachusetts
-$281K -2,156 Closed
PSP
533
Principal Street Partners
Tennessee
-$276K -2,113 Closed
WorldQuant Millennium Advisors
534
WorldQuant Millennium Advisors
New York
-$264K -2,021 Closed
VAS
535
Vestmark Advisory Solutions
Massachusetts
-$233K -1,783 Closed
CM
536
Capula Management
Cayman Islands
-$219K -1,680 Closed
CCG
537
Cypress Capital Group
Florida
-$216K -1,655 Closed
CG
538
Colony Group
Massachusetts
-$213K -1,631 Closed
QCM
539
Quantinno Capital Management
New York
-$208K -1,594 Closed
CIBC Private Wealth Group
540
CIBC Private Wealth Group
Georgia
-$203K -1,555 Closed
RJT
541
Raymond James Trust
Florida
-$201K -1,540 Closed
WA
542
Wealth Alliance
New York
-$200K -1,536 Closed
QT
543
Quantbot Technologies
New York
-$159K -1,215 Closed
AIM
544
Achmea Investment Management
Netherlands
-$46K -352 Closed
VSQM
545
V-Square Quantitative Management
Illinois
-$31.3K -240 Closed
RTC
546
Riverview Trust Company
Washington
-$13.2K -101 Closed
CFO
547
CVA Family Office
Colorado
-$4.83K -37 Closed
GBT
548
Grove Bank & Trust
Florida
-$4.7K -36 Closed
TPCW
549
TD Private Client Wealth
New York
-$3.91K -30 Closed
Robeco Institutional Asset Management
550
Robeco Institutional Asset Management
Netherlands
-$2.35K -18 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.