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Sun Communities

506 hedge funds and large institutions have $14.5B invested in Sun Communities in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 158 increasing their positions, 210 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $7.66M

21% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 56

1% more funds holding

Funds holding: 501506 (+5)

1.36% less ownership

Funds ownership: 97.98%96.62% (-1.4%)

7% less capital invested

Capital invested by funds: $15.6B → $14.5B (-$1.1B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 210

Holders
506
Holders Change
+5
Holders Change %
+1%
% of All Funds
7.31%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
68
Increased
158
Reduced
210
Closed
56
Calls
$33.4M
Puts
$7.66M
Net Calls
+$25.7M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$35.7M -$38.4M -323,369 -52%
CRM
52
Cramer Rosenthal McGlynn
Connecticut
$34.1M -$1.45M -12,184 -4%
Wells Fargo
53
Wells Fargo
California
$34M -$3.3M -27,773 -9%
SO
54
STRS Ohio
Ohio
$32.3M -$2.26M -19,002 -7%
LBIM
55
Land & Buildings Investment Management
Connecticut
$31.1M -$1.04M -8,780 -3%
Marshall Wace
56
Marshall Wace
United Kingdom
$30.7M -$6.44M -54,180 -18%
ClearBridge Investments
57
ClearBridge Investments
New York
$30M -$5.44M -45,797 -16%
AllianceBernstein
58
AllianceBernstein
Tennessee
$29.6M -$1.72M -14,444 -6%
Goldman Sachs
59
Goldman Sachs
New York
$29.2M -$4.69M -39,450 -14%
PMG
60
Private Management Group
California
$28.3M +$382K +3,214 +1%
Asset Management One
61
Asset Management One
Japan
$28M -$253K -2,129 -0.9%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$27.3M +$1.15M +9,698 +4%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.9M -$145K -1,219 -0.5%
NIG
64
NFJ Investment Group
Texas
$26.6M -$937K -7,885 -3%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$26.2M -$36.8M -309,839 -59%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$26.2M -$1.88M -15,824 -7%
Alyeska Investment Group
67
Alyeska Investment Group
Illinois
$26.1M +$25.8M +217,034 New
RGREA
68
Ranger Global Real Estate Advisors
Colorado
$26M +$2.43M +20,456 +10%
National Pension Service
69
National Pension Service
South Korea
$25.8M +$1.87M +15,759 +8%
ACM
70
Adelante Capital Management
California
$25M -$7.62M -64,097 -24%
WT
71
Whittier Trust
California
$24.8M +$844K +7,107 +4%
Nomura Asset Management
72
Nomura Asset Management
Japan
$24.2M +$877K +7,383 +4%
SIM
73
SW Investment Management
Colorado
$24.1M
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$23.4M -$226K -1,903 -1%
Axa
75
Axa
France
$22.6M -$13.1M -109,907 -37%

SUI Hedge Fund Activity: Q2 2024 in Review

506 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2024, worth a combined $14.5B — down 7% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SUI positions and 56 closed out — a net gain of 12 holders — while 158 added to existing stakes and 210 trimmed.

The largest buyer was Norges Bank, adding an estimated $197M. The largest seller was UBS AM, cutting an estimated $126M.

  • 506 institutional investors held Sun Communities (SUI) as of Q2 2024, up from 501 in Q1 2024.
  • Funds reported $14.5B of Sun Communities stock for Q2 2024, down 7% quarter-over-quarter.
  • 68 funds opened new Sun Communities positions in Q2 2024 and 56 closed out, a net change of +12 holders.
  • The largest Sun Communities buyer in Q2 2024 was Norges Bank, an estimated $197M added.
  • The largest Sun Communities seller in Q2 2024 was UBS AM, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.