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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
DM
526
Deerfield Management
New York
– -$471K -3,486 Closed
Vontobel Holding
527
Vontobel Holding
Switzerland
– -$344K -2,542 Closed
GCP
528
GSA Capital Partners
United Kingdom
– -$277K -2,050 Closed
BC
529
Bridgefront Capital
Texas
– -$255K -1,888 Closed
NWM
530
Napa Wealth Management
California
– -$255K -1,886 Closed
HT
531
Headlands Technologies
Illinois
– -$255K -1,884 Closed
PF
532
Phoenix Financial
Israel
– -$249K -1,842 Closed
PMA
533
Prudent Man Advisors
Illinois
– -$244K -1,808 Closed
FTDI
534
First Trust Direct Indexing
Massachusetts
– -$235K -1,737 Closed
PA
535
PFG Advisors
Arizona
– -$235K -1,737 Closed
CFM
536
Catalyst Funds Management
Australia
– -$230K -1,700 Closed
PAS
537
Point72 Asia (Singapore)
Singapore
– -$226K -1,674 Closed
FHA
538
Flagship Harbor Advisors
Massachusetts
– -$204K -1,512 Closed
NW
539
NewEdge Wealth
Pennsylvania
– -$204K -1,511 Closed
PP
540
Prudential plc
United Kingdom
– -$203K -1,503 Closed
AWM
541
Apollon Wealth Management
South Carolina
– -$203K -1,500 Closed
BCM
542
Buckhead Capital Management
Georgia
– -$203K -1,500 Closed
BCP
543
Blue Chip Partners
Michigan
– -$161K -1,192 Closed
JIP
544
Jaffetilchin Investment Partners
Florida
– -$79.6K -589 Closed
PHK
545
Point72 Hong Kong
Hong Kong
– -$60.5K -448 Closed
A
546
AlphaQuest
New York
– -$51.9K -384 Closed
DWS
547
Dynamic Wealth Strategies
California
– -$32K -236 Closed
FNWA
548
Financial Network Wealth Advisors
Utah
– -$20.1K -149 Closed
QL
549
Quarry LP
New York
– -$18.2K -135 Closed
GWS
550
Glassman Wealth Services
Virginia
– -$12.3K -91 Closed
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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.