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Sun Communities
SUI

266 hedge funds and large institutions have $5.64B invested in Sun Communities in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 102 increasing their positions, 96 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,322% more call options, than puts

Call options by funds: $5.64M | Put options by funds: $233K

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

2% more funds holding

Funds holding: 260 → 266 (+6)

6% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 96

4% more capital invested

Capital invested by funds: $5.43B → $5.64B (+$214M)

1.42% less ownership

Funds ownership: 97.01% → 95.59% (-1.4%)

Holders
266
Holders Change
+6
Holders Change %
+2.31%
% of All Funds
6.62%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
34
Increased
102
Reduced
96
Closed
21
Calls
$5.64M
Puts
$233K
Net Calls
+$5.41M
Net Calls Change
+$6.08M

Top Buyers

1
BlackRock
BlackRock
New York
+$362M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$25.2M
3
SCRM
Security Capital Research & Management
Illinois
+$13.1M
4
Millennium Management
Millennium Management
New York
+$11.6M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$11.4M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$25.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$22.6M
3
VCM
V3 Capital Management
Texas
-$22.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Asset Management One
51
Asset Management One
Japan
$15.1M +$750K +9,408 +5%
Allianz Asset Management
52
Allianz Asset Management
Germany
$14.5M -$4.78M -60,000 -25%
ESCM
53
Echo Street Capital Management
New York
$13.9M +$809K +10,159 +6%
Morgan Stanley
54
Morgan Stanley
New York
$13.7M +$2.11M +26,419 +18%
Renaissance Technologies
55
Renaissance Technologies
New York
$13.4M +$6.85M +86,000 +106%
Legal & General Group
56
Legal & General Group
United Kingdom
$13M +$1.9M +23,783 +17%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$12.4M +$610K +7,650 +5%
Ameriprise
58
Ameriprise
Minnesota
$12.4M +$186K +2,338 +2%
Federated Hermes
59
Federated Hermes
Pennsylvania
$12.2M +$4.78M +60,019 +66%
MSR
60
Main Street Research
Connecticut
$12.1M -$13.9K -175 -0.1%
Barclays
61
Barclays
United Kingdom
$12M +$5.43M +68,085 +84%
BA
62
Boston Advisors
Massachusetts
$11.2M -$1.29M -16,204 -10%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$11M -$502K -6,300 -4%
CC
64
Carlson Capital
Texas
$10.8M +$10.8M +135,050 New
Neuberger Berman Group
65
Neuberger Berman Group
New York
$10.8M -$1.78M -22,278 -14%
PFC
66
Phocas Financial Corp
California
$10.7M -$5.56M -69,772 -34%
AAA
67
Adams Asset Advisors
Texas
$10.7M -$206K -2,580 -2%
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$9.95M +$464K +5,828 +5%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$9.64M -$7.72M -96,900 -45%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$9.58M +$526K +6,600 +6%
VRS
71
Virginia Retirement Systems
Virginia
$9.56M +$741K +9,300 +8%
Swiss National Bank
72
Swiss National Bank
Switzerland
$9.18M +$104K +1,300 +1%
NAM
73
Netols Asset Management
Wisconsin
$9.04M -$788K -9,885 -8%
WFI
74
West Family Investments
California
$8.87M -$14.6M -183,224 -62%
WBC
75
Westpac Banking Corp
Australia
$8.68M +$34.3K +430 +0.4%
1 2
3
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SUI Hedge Fund Activity: Q1 2017 in Review

266 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2017, worth a combined $5.64B — up 3.9% from $5.43B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SUI positions and 21 closed out — a net gain of 13 holders — while 102 added to existing stakes and 96 trimmed.

The largest buyer was BlackRock, adding an estimated $362M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $25.8M.

  • 266 institutional investors held Sun Communities (SUI) as of Q1 2017, up from 260 in Q4 2016.
  • Funds reported $5.64B of Sun Communities stock for Q1 2017, up 3.9% quarter-over-quarter.
  • 34 funds opened new Sun Communities positions in Q1 2017 and 21 closed out, a net change of +13 holders.
  • The largest Sun Communities buyer in Q1 2017 was BlackRock, an estimated $362M added.
  • The largest Sun Communities seller in Q1 2017 was CBRE Investment Management Listed Real Assets, an estimated $25.8M sold.

Based on aggregated 13F filings for Q1 2017.