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Sun Communities
SUI

336 hedge funds and large institutions have $8.3B invested in Sun Communities in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11% more capital invested

Capital invested by funds: $7.47B → $8.3B (+$825M)

5% more funds holding

Funds holding: 321 → 336 (+15)

0.74% less ownership

Funds ownership: 95.35% → 94.6% (-0.74%)

18% less call options, than puts

Call options by funds: $2.48M | Put options by funds: $3.04M

Holders
336
Holders Change
+15
Holders Change %
+4.67%
% of All Funds
7.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
55
Increased
135
Reduced
85
Closed
39
Calls
$2.48M
Puts
$3.04M
Net Calls
-$558K
Net Calls Change
-$3.14M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$104M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$66.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$60M
4
ZP
Zimmer Partners
New York
+$57.4M
5
Goldman Sachs
Goldman Sachs
New York
+$47.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$61.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$28.8M
4
N
Nuveen
North Carolina
-$17.2M
5
Millennium Management
Millennium Management
New York
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nordea Investment Management
51
Nordea Investment Management
Sweden
$26.8M +$26.4M +264,059 New
GKIM
52
GW&K Investment Management
Massachusetts
$26.7M -$70.8K -709 -0.3%
MAM
53
Martingale Asset Management
Massachusetts
$26.6M +$1.15M +11,504 +5%
WCP
54
Waterfront Capital Partners
New York
$25.6M +$5.17M +51,792 +26%
State of New Jersey Common Pension Fund D
55
State of New Jersey Common Pension Fund D
New Jersey
$25.5M +$130K +1,300 +0.5%
SCRM
56
Security Capital Research & Management
Illinois
$25M +$2.09M +20,950 +9%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$24.7M -$6.06M -60,648 -20%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$23.8M +$11.1M +110,881 +90%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$23M -$1.48M -14,804 -6%
CC
60
Carlson Capital
Texas
$22.4M +$5.06M +50,654 +30%
SAM
61
Securian Asset Management
Minnesota
$22M -$2.44M -24,396 -10%
Asset Management One
62
Asset Management One
Japan
$21.1M +$1.77M +17,764 +9%
CS
63
Credit Suisse
Switzerland
$21.1M -$1.14M -11,400 -5%
Macquarie Group
64
Macquarie Group
Australia
$20.9M +$4.76M +47,712 +30%
NIPH
65
NN Investment Partners Holdings
Netherlands
$20.6M +$20.3M +202,947 New
Barclays
66
Barclays
United Kingdom
$20.5M +$3.14M +31,396 +18%
Morgan Stanley
67
Morgan Stanley
New York
$20M -$6.08M -60,839 -24%
GC
68
Guggenheim Capital
Illinois
$19.6M -$322K -3,228 -2%
PMAM
69
Picton Mahoney Asset Management
Ontario, Canada
$19.1M -$569K -5,700 -3%
Deutsche Bank
70
Deutsche Bank
Germany
$18.2M -$4.18M -41,905 -19%
Fidelity International
71
Fidelity International
Bermuda
$18.1M -$1.37M -13,703 -7%
WBC
72
Westpac Banking Corp
Australia
$17.3M +$908K +9,094 +6%
SCM
73
SG Capital Management
Illinois
$17.3M -$12M -120,234 -41%
AACA
74
American Assets Capital Advisers
California
$17M -$369K -3,700 -2%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$15.9M +$130K +1,300 +0.8%
1 2
3
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SUI Hedge Fund Activity: Q3 2018 in Review

336 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2018, worth a combined $8.3B — up 11% from $7.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SUI positions and 39 closed out — a net gain of 16 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $61.9M.

  • 336 institutional investors held Sun Communities (SUI) as of Q3 2018, up from 321 in Q2 2018.
  • Funds reported $8.3B of Sun Communities stock for Q3 2018, up 11% quarter-over-quarter.
  • 55 funds opened new Sun Communities positions in Q3 2018 and 39 closed out, a net change of +16 holders.
  • The largest Sun Communities buyer in Q3 2018 was Aristotle Capital Management, an estimated $104M added.
  • The largest Sun Communities seller in Q3 2018 was Cohen & Steers, an estimated $61.9M sold.

Based on aggregated 13F filings for Q3 2018.