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Sun Communities

446 hedge funds and large institutions have $15.8B invested in Sun Communities in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 197 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 123

40% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 47

21% more capital invested

Capital invested by funds: $13.1B → $15.8B (+$2.76B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3% more funds holding

Funds holding: 432446 (+14)

1.97% more ownership

Funds ownership: 94.91%96.88% (+2%)

6% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $29.6M

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
7.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
66
Increased
197
Reduced
123
Closed
47
Calls
$27.7M
Puts
$29.6M
Net Calls
-$1.85M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$59.4M -$1.52M -10,500 -3%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$58.6M -$6.55M -45,258 -10%
AAMU
53
Amundi Asset Management US
Massachusetts
$57.4M +$1.69M +11,673 +3%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$57M +$8.75M +60,444 +19%
Korea Investment Corp
55
Korea Investment Corp
South Korea
$56.4M +$3.47M +23,949 +7%
Prudential Financial
56
Prudential Financial
New Jersey
$55.9M +$21M +145,047 +65%
HRES
57
Heitman Real Estate Securities
Illinois
$52.6M +$50M +345,844 New
GKIM
58
GW&K Investment Management
Massachusetts
$52M +$5.93M +40,952 +14%
SEI Investments
59
SEI Investments
Pennsylvania
$51M +$15.5M +106,984 +47%
CI Investments Inc
60
CI Investments Inc
Ontario, Canada
$44.2M +$3.72M +25,735 +10%
SO
61
STRS Ohio
Ohio
$42.1M -$7.11M -49,138 -15%
Morgan Stanley
62
Morgan Stanley
New York
$40.7M +$24.7M +170,603 +176%
Asset Management One
63
Asset Management One
Japan
$39.2M +$1.8M +12,445 +5%
Millennium Management
64
Millennium Management
New York
$38.5M -$903K -6,243 -2%
Ameriprise
65
Ameriprise
Minnesota
$37M +$2.6M +17,952 +8%
Citadel Advisors
66
Citadel Advisors
Florida
$36.5M -$50.8M -350,909 -59%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$36M +$3.22M +22,223 +10%
CIMLRA
68
CBRE Investment Management Listed Real Assets
Pennsylvania
$32.4M +$17.7M +122,187 +134%
CS
69
Credit Suisse
Switzerland
$32.4M +$7.52M +51,982 +32%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$31.2M +$20.8K +144 +0.1%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$31M +$6.76M +46,747 +30%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$28.9M +$2.75M +19,017 +11%
Citigroup
73
Citigroup
New York
$28.3M +$1.01M +6,962 +4%
WBC
74
Westpac Banking Corp
Australia
$28.3M +$2.98M +20,618 +12%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$28M -$5.56M -38,446 -17%

SUI Hedge Fund Activity: Q4 2020 in Review

446 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2020, worth a combined $15.8B — up 21% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SUI positions and 47 closed out — a net gain of 19 holders — while 197 added to existing stakes and 123 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $576M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 446 institutional investors held Sun Communities (SUI) as of Q4 2020, up from 432 in Q3 2020.
  • Funds reported $15.8B of Sun Communities stock for Q4 2020, up 21% quarter-over-quarter.
  • 66 funds opened new Sun Communities positions in Q4 2020 and 47 closed out, a net change of +19 holders.
  • The largest Sun Communities buyer in Q4 2020 was Cohen & Steers, an estimated $576M added.
  • The largest Sun Communities seller in Q4 2020 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2020.