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Sun Communities

527 hedge funds and large institutions have $16.6B invested in Sun Communities in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $13.7M

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.06B)

6% more funds holding

Funds holding: 498527 (+29)

0.86% more ownership

Funds ownership: 98.85%99.71% (+0.86%)

1% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 189

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
527
Holders Change
+29
Holders Change %
+5.82%
% of All Funds
7.68%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
89
Increased
187
Reduced
189
Closed
56
Calls
$66.6M
Puts
$13.7M
Net Calls
+$52.9M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LIMS
51
Lasalle Investment Management Securities
Maryland
$46.9M +$7.86M +65,260 +23%
CI Investments Inc
52
CI Investments Inc
Ontario, Canada
$44.5M -$2.69M -22,301 -6%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$43.8M -$931K -7,731 -2%
WCP
54
Waterfront Capital Partners
New York
$42.8M +$38.5M +319,957 New
ClearBridge Investments
55
ClearBridge Investments
New York
$40.7M +$4.02M +33,382 +12%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$40.5M -$6.69M -55,519 -15%
Wells Fargo
57
Wells Fargo
California
$40.2M -$1.05M -8,744 -3%
SO
58
STRS Ohio
Ohio
$40.2M +$2.87M +23,792 +9%
LBIM
59
Land & Buildings Investment Management
Connecticut
$39.1M +$8.06M +66,932 +30%
AllianceBernstein
60
AllianceBernstein
Tennessee
$38.4M +$413K +3,428 +1%
RGREA
61
Ranger Global Real Estate Advisors
Colorado
$38.3M -$26.5M -219,804 -43%
CVA
62
Ceredex Value Advisors
Florida
$37.8M +$33.8M +280,873 New
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$36.4M +$1.34M +11,148 +4%
ACM
64
Adelante Capital Management
California
$36.3M +$11.3M +93,652 +53%
NC
65
NZS Capital
Colorado
$35.5M +$326K +2,707 +1%
Goldman Sachs
66
Goldman Sachs
New York
$34.5M +$3.7M +30,698 +13%
SSA
67
Schonfeld Strategic Advisors
New York
$34.5M +$3.67M +30,487 +13%
BC
68
Brookfield Corp
Ontario, Canada
$33.7M -$3.8M -31,528 -11%
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$33M
CRM
70
Cramer Rosenthal McGlynn
Connecticut
$32.8M +$18.7M +154,990 +171%
Asset Management One
71
Asset Management One
Japan
$32.4M -$1.33M -11,036 -4%
PMG
72
Private Management Group
California
$31.7M +$2.68M +22,262 +10%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.8M +$192K +1,597 +0.7%
NIG
74
NFJ Investment Group
Texas
$30.7M -$2.52M -20,887 -8%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$29.7M -$849K -7,049 -3%