We are live on ! Find out more
SUI icon

Sun Communities

475 hedge funds and large institutions have $15.9B invested in Sun Communities in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 98.48%101.17% (+2.7%)

4% less capital invested

Capital invested by funds: $16.6B → $15.9B (-$736M)

8% less funds holding

Funds holding: 515475 (-40)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 194

36% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 88

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

74% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $91.6M

Holders
475
Holders Change
-40
Holders Change %
-7.77%
% of All Funds
6.26%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
56
Increased
162
Reduced
194
Closed
88
Calls
$23.8M
Puts
$91.6M
Net Calls
-$67.8M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$34.9M -$2.07M -16,200 -5%
American Century Companies
52
American Century Companies
Missouri
$34.3M +$30.6M +238,677 +588%
Aberdeen Group
53
Aberdeen Group
United Kingdom
$34.1M +$27.6M +215,314 +344%
VC
54
Vision Capital
Ontario, Canada
$33.8M
Invesco
55
Invesco
Georgia
$33.6M -$12.7M -99,135 -27%
CI Investments Inc
56
CI Investments Inc
Ontario, Canada
$32.6M -$1.16M -9,031 -3%
Adage Capital Partners
57
Adage Capital Partners
Massachusetts
$29.5M +$1.92M +15,000 +7%
Wells Fargo
58
Wells Fargo
California
$29.4M -$4.56M -35,590 -13%
AllianceBernstein
59
AllianceBernstein
Tennessee
$28.9M -$519K -4,051 -2%
SO
60
STRS Ohio
Ohio
$28.5M -$1.75M -13,638 -6%
Asset Management One
61
Asset Management One
Japan
$27.6M +$111K +867 +0.4%
WT
62
Whittier Trust
California
$26.6M +$603K +4,708 +2%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$26.5M -$1.77M -13,860 -6%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.1M -$18.7K -146 -0.1%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$25.9M -$2.5M -19,514 -8%
Fidelity International
66
Fidelity International
Bermuda
$24.8M -$1.85M -14,472 -7%
SIM
67
SW Investment Management
Colorado
$24.6M
Axa
68
Axa
France
$24.5M +$2.85M +22,299 +13%
Nomura Asset Management
69
Nomura Asset Management
Japan
$24M +$632K +4,939 +3%
NIG
70
NFJ Investment Group
Texas
$23.9M -$1.76M -13,739 -7%
National Pension Service
71
National Pension Service
South Korea
$23.7M -$2.72M -21,257 -10%
ACM
72
AEW Capital Management
Massachusetts
$23.6M
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$23.1M -$803K -6,271 -3%
Canada Life
74
Canada Life
Manitoba, Canada
$21.7M +$1.42M +11,087 +7%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$21.4M +$1.74M +13,619 +9%

SUI Hedge Fund Activity: Q4 2024 in Review

475 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2024, worth a combined $15.9B — down 4.4% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of SUI and 56 opened new positions — a net loss of 32 holders — while 194 trimmed existing stakes and 162 added.

The largest buyer was Cohen & Steers, adding an estimated $488M. The largest seller was Principal Financial Group, cutting an estimated $299M.

  • 475 institutional investors held Sun Communities (SUI) as of Q4 2024, down from 515 in Q3 2024.
  • Funds reported $15.9B of Sun Communities stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 56 funds opened new Sun Communities positions in Q4 2024 and 88 closed out, a net change of -32 holders.
  • The largest Sun Communities buyer in Q4 2024 was Cohen & Steers, an estimated $488M added.
  • The largest Sun Communities seller in Q4 2024 was Principal Financial Group, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2024.