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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 %
HAG
551
HighPoint Advisor Group
Illinois
– – -1,654 Closed
VEA
552
Virtus ETF Advisers
New York
– – -1,637 Closed
CNBT
553
Canandaigua National Bank & Trust
New York
– – -1,578 Closed
RJT
554
Raymond James Trust
Florida
– – -1,521 Closed
BCM
555
Buckhead Capital Management
Georgia
– – -1,500 Closed
CF
556
Centaurus Financial
California
– – -1,274 Closed
TSW
557
Thompson Siegel & Walmsley
Virginia
– – -1,107 Closed
MFG
558
Mendota Financial Group
Wisconsin
– – -1,021 Closed
SWM
559
Sugarloaf Wealth Management
Georgia
– – -927 Closed
Group One Trading
560
Group One Trading
Illinois
– – -852 Closed
EC
561
EntryPoint Capital
New York
– – -740 Closed
N
562
Natixis
France
– – -655 Closed
RL
563
Rogco LP
Oklahoma
– – -415 Closed
CB
564
Community Bank
New York
– – -221 Closed
SA
565
Scarborough Advisors
Maryland
– – -100 Closed
GWS
566
Glassman Wealth Services
Virginia
– – -76 Closed
EWP
567
Elevation Wealth Partners
California
– – -70 Closed
ASN
568
Advisory Services Network
Georgia
– – -65 Closed
TWM
569
Tradition Wealth Management
Minnesota
– – -31 Closed
BBHC
570
Brown Brothers Harriman & Co
New York
– – -17 Closed
TCWA
571
Turtle Creek Wealth Advisors
Texas
– – -15 Closed
TWC
572
TD Waterhouse Canada
Ontario, Canada
– – -1 Closed
M
573
MOTCO
Texas
– – -1 Closed
Capital Fund Management (CFM)
574
Capital Fund Management (CFM)
France
– – – –
CG
575
Cutler Group
California
– – – –
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