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Sun Communities
SUI

Overview Fund Activity

471 hedge funds and large institutions have $15.8B invested in Sun Communities in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 160 increasing their positions, 192 reducing their positions, and 88 closing their positions.

Holders
471
Holders Change
-39
Holders Change %
-7.65%
% of All Funds
6.27%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
57
Increased
160
Reduced
192
Closed
88
Calls
$23.8M
Puts
$91.6M
Net Calls
-$67.8M
Net Calls Change
-$118M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$889M
2
Cohen & Steers
2
Cohen & Steers
New York
$2.01B
3
Dodge & Cox
3
Dodge & Cox
California
$1.18B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$974M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$682M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$18.6M
2
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$0
3
BlackRock
3
BlackRock
New York
$1.26B
4
CIM
4
Centersquare Investment Management
Pennsylvania
$191M
5
GA
5
GRS Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NWM
526
Napa Wealth Management
California
– – -1,886 Closed
HT
527
Headlands Technologies
Illinois
– – -1,884 Closed
PF
528
Phoenix Financial
Israel
– – -1,842 Closed
PMA
529
Prudent Man Advisors
Illinois
– – -1,808 Closed
FTDI
530
First Trust Direct Indexing
Massachusetts
– – -1,737 Closed
PA
531
PFG Advisors
Arizona
– – -1,737 Closed
CFM
532
Catalyst Funds Management
Australia
– – -1,700 Closed
PAS
533
Point72 Asia (Singapore)
Singapore
– – -1,674 Closed
FHA
534
Flagship Harbor Advisors
Massachusetts
– – -1,512 Closed
NW
535
NewEdge Wealth
Pennsylvania
– – -1,511 Closed
PP
536
Prudential plc
United Kingdom
– – -1,503 Closed
AWM
537
Apollon Wealth Management
South Carolina
– – -1,500 Closed
BCM
538
Buckhead Capital Management
Georgia
– – -1,500 Closed
BCP
539
Blue Chip Partners
Michigan
– – -1,192 Closed
JIP
540
Jaffetilchin Investment Partners
Florida
– – -589 Closed
PHK
541
Point72 Hong Kong
Hong Kong
– – -448 Closed
A
542
AlphaQuest
New York
– – -384 Closed
DWS
543
Dynamic Wealth Strategies
California
– – -236 Closed
FNWA
544
Financial Network Wealth Advisors
Utah
– – -149 Closed
QL
545
Quarry LP
New York
– – -135 Closed
GWS
546
Glassman Wealth Services
Virginia
– – -91 Closed
OA
547
Operose Advisors
Wisconsin
– – -81 Closed
NS
548
NBC Securities
Alabama
– – -60 Closed
CWA
549
Carolina Wealth Advisors
South Carolina
– – -51 Closed
DIP
550
DT Investment Partners
Pennsylvania
– – -45 Closed
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