We are live on ! Find out more
SUI icon

Sun Communities

501 hedge funds and large institutions have $15.6B invested in Sun Communities in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 201 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $7.64M | Put options by funds: $4.19M

1.73% less ownership

Funds ownership: 99.71%97.98% (-1.7%)

5% less funds holding

Funds holding: 527501 (-26)

6% less capital invested

Capital invested by funds: $16.6B → $15.6B (-$1B)

14% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 201

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

29% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 75

Holders
501
Holders Change
-26
Holders Change %
-4.93%
% of All Funds
7.22%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
53
Increased
173
Reduced
201
Closed
75
Calls
$7.64M
Puts
$4.19M
Net Calls
+$3.44M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
51
NZS Capital
Colorado
$45.4M +$11.3M +87,301 +33%
UBS Group
52
UBS Group
Switzerland
$44.2M +$20.3M +156,209 +83%
CVA
53
Ceredex Value Advisors
Florida
$43.6M +$7.28M +56,061 +20%
LIMS
54
Lasalle Investment Management Securities
Maryland
$43.4M -$1.8M -13,878 -4%
WCP
55
Waterfront Capital Partners
New York
$41.9M +$767K +5,908 +2%
CI Investments Inc
56
CI Investments Inc
Ontario, Canada
$41.7M -$1.16M -8,925 -3%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$40.4M -$1.73M -13,330 -4%
Wells Fargo
58
Wells Fargo
California
$39.9M +$1.17M +8,989 +3%
Marshall Wace
59
Marshall Wace
United Kingdom
$39.8M +$18.4M +141,626 +84%
Axa
60
Axa
France
$38.2M +$11.4M +87,804 +42%
CRM
61
Cramer Rosenthal McGlynn
Connecticut
$38M +$6.53M +50,279 +20%
ClearBridge Investments
62
ClearBridge Investments
New York
$38M -$1.17M -8,999 -3%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$37.1M -$1.87M -14,420 -5%
SO
64
STRS Ohio
Ohio
$36.9M -$1.79M -13,798 -5%
Goldman Sachs
65
Goldman Sachs
New York
$36.2M +$3.03M +23,307 +9%
LBIM
66
Land & Buildings Investment Management
Connecticut
$34.3M -$3.36M -25,848 -9%
AllianceBernstein
67
AllianceBernstein
Tennessee
$33.5M -$3.53M -27,176 -9%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$31.7M
Asset Management One
69
Asset Management One
Japan
$30.2M -$630K -4,854 -2%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$30M -$5.05M -38,936 -14%
PMG
71
Private Management Group
California
$29.8M -$697K -5,368 -2%
NIG
72
NFJ Investment Group
Texas
$29.4M -$166K -1,278 -0.6%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.9M -$708K -5,456 -2%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$27.9M -$708K -5,453 -2%
SIM
75
SW Investment Management
Colorado
$25.7M