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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 %
KeyBank National Association
526
KeyBank National Association
Ohio
– – -3,786 Closed
AWM
527
AE Wealth Management
Kansas
– – -3,559 Closed
MYIA
528
Mount Yale Investment Advisors
Colorado
– – -3,268 Closed
ACA
529
Aptus Capital Advisors
Alabama
– – -3,206 Closed
Simplex Trading
530
Simplex Trading
Illinois
– – -2,927 Closed
CC
531
Corton Capital
Ontario, Canada
– – -2,896 Closed
WDL
532
Well Done LLC
Michigan
– – -2,819 Closed
MOS
533
MGO One Seven
Ohio
– – -2,649 Closed
BTWM
534
Baker Tilly Wealth Management
Wisconsin
– – -2,637 Closed
BF
535
BOK Financial
Oklahoma
– – -2,535 Closed
NWM
536
Napa Wealth Management
California
– – -2,373 Closed
LWAM
537
Legacy Wealth Asset Management
Minnesota
– – -2,275 Closed
AWS
538
Atria Wealth Solutions
New York
– – -2,238 Closed
NW
539
NewEdge Wealth
Pennsylvania
– – -2,232 Closed
FA
540
FDx Advisors
Illinois
– – -2,218 Closed
Wolverine Trading
541
Wolverine Trading
Illinois
– – -2,168 Closed
PWG
542
Portside Wealth Group
Utah
– – -2,141 Closed
MF
543
Magnetar Financial
Illinois
– – -2,078 Closed
NG
544
Norden Group
Utah
– – -2,025 Closed
AWAU
545
Alliance Wealth Advisors (Utah)
Utah
– – -1,954 Closed
GT
546
Greenleaf Trust
Michigan
– – -1,763 Closed
FM
547
Foster & Motley
Ohio
– – -1,748 Closed
AAIM
548
American Assets Investment Management
California
– – -1,743 Closed
WA
549
Wealth Alliance
New York
– – -1,727 Closed
CCG
550
Cypress Capital Group
Florida
– – -1,655 Closed
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