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Sun Communities

498 hedge funds and large institutions have $14.5B invested in Sun Communities in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 167

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.26% more ownership

Funds ownership: 96.59%98.85% (+2.3%)

3% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.8M

1% less funds holding

Funds holding: 503498 (-5)

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

7% less capital invested

Capital invested by funds: $15.7B → $14.5B (-$1.14B)

Holders
498
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
7.9%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
56
Increased
205
Reduced
167
Closed
58
Calls
$12.1M
Puts
$11.8M
Net Calls
+$320K
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$42.4M -$604K -4,759 -1%
CI Investments Inc
52
CI Investments Inc
Ontario, Canada
$42M -$766K -6,038 -2%
WMSA
53
Weiss Multi-Strategy Advisers
New York
$41.4M +$29.4M +231,497 +195%
Alyeska Investment Group
54
Alyeska Investment Group
Illinois
$40.1M +$43M +339,008 New
Neuberger Berman Group
55
Neuberger Berman Group
New York
$39.7M +$12.3M +96,708 +41%
ECM
56
ExodusPoint Capital Management
New York
$39M +$38.7M +304,758 +1,225%
Marshall Wace
57
Marshall Wace
United Kingdom
$37.7M -$6.09M -47,942 -13%
Wells Fargo
58
Wells Fargo
California
$36.7M +$1.55M +12,236 +4%
Amundi
59
Amundi
France
$35.1M +$2.22M +17,515 +6%
LIMS
60
Lasalle Investment Management Securities
Maryland
$33.8M +$30.9M +243,340 +572%
AllianceBernstein
61
AllianceBernstein
Tennessee
$33.6M -$561K -4,417 -2%
BC
62
Brookfield Corp
Ontario, Canada
$33.6M -$2.55M -20,085 -7%
Millennium Management
63
Millennium Management
New York
$33.4M -$25.8M -203,219 -42%
SO
64
STRS Ohio
Ohio
$32.8M +$2.53M +19,900 +8%
ClearBridge Investments
65
ClearBridge Investments
New York
$32M +$2.03K +16 +0%
NC
66
NZS Capital
Colorado
$31.1M -$69.4K -547 -0.2%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$30.9M +$12.2M +96,207 +58%
Asset Management One
68
Asset Management One
Japan
$29.7M -$4.88M -38,457 -13%
NIG
69
NFJ Investment Group
Texas
$29.7M +$958K +7,544 +3%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$29.2M -$65K -512 -0.2%
UBS Group
71
UBS Group
Switzerland
$28.3M -$8.91M -70,178 -23%
ZP
72
Zimmer Partners
New York
$27.5M +$29.4M +232,000 New
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$27.2M -$213K -1,678 -0.7%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.1M +$977K +7,700 +3%
Goldman Sachs
75
Goldman Sachs
New York
$27M -$4.68M -36,892 -14%

SUI Hedge Fund Activity: Q3 2023 in Review

498 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2023, worth a combined $14.5B — down 7.3% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SUI and 56 opened new positions — a net loss of 2 holders — while 167 trimmed existing stakes and 205 added.

The largest buyer was PGGM Investments, opening a new position worth an estimated $140M. The largest seller was American Century Companies, cutting an estimated $151M.

  • 498 institutional investors held Sun Communities (SUI) as of Q3 2023, down from 503 in Q2 2023.
  • Funds reported $14.5B of Sun Communities stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 56 funds opened new Sun Communities positions in Q3 2023 and 58 closed out, a net change of -2 holders.
  • The largest Sun Communities buyer in Q3 2023 was PGGM Investments, an estimated $140M added.
  • The largest Sun Communities seller in Q3 2023 was American Century Companies, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2023.