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Sun Communities
SUI

336 hedge funds and large institutions have $8.3B invested in Sun Communities in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11% more capital invested

Capital invested by funds: $7.47B → $8.3B (+$825M)

5% more funds holding

Funds holding: 321 → 336 (+15)

0.74% less ownership

Funds ownership: 95.35% → 94.6% (-0.74%)

18% less call options, than puts

Call options by funds: $2.48M | Put options by funds: $3.04M

Holders
336
Holders Change
+15
Holders Change %
+4.67%
% of All Funds
7.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
55
Increased
135
Reduced
85
Closed
39
Calls
$2.48M
Puts
$3.04M
Net Calls
-$558K
Net Calls Change
-$3.14M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$104M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$66.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$60M
4
ZP
Zimmer Partners
New York
+$57.4M
5
Goldman Sachs
Goldman Sachs
New York
+$47.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$61.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$28.8M
4
N
Nuveen
North Carolina
-$17.2M
5
Millennium Management
Millennium Management
New York
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$15.9M +$5.71M +57,194 +58%
Federated Hermes
77
Federated Hermes
Pennsylvania
$15.1M – – –
Loomis, Sayles & Company
78
Loomis, Sayles & Company
Massachusetts
$14.7M +$443K +4,441 +3%
PPA
79
Parametric Portfolio Associates
Washington
$14.6M +$1.85M +18,553 +15%
Swiss National Bank
80
Swiss National Bank
Switzerland
$14.2M +$89.9K +900 +0.6%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$13.8M +$857K +8,587 +7%
Wellington Management Group
82
Wellington Management Group
Massachusetts
$13.1M +$837K +8,385 +7%
KCM
83
Kennedy Capital Management
Missouri
$13M -$173K -1,729 -1%
LCM
84
Laurion Capital Management
New York
$12.9M +$12.7M +127,000 New
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$12.7M +$1.47M +14,717 +13%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.6M -$458K -4,590 -4%
AAA
87
Adams Asset Advisors
Texas
$12.4M -$300K -3,000 -2%
SO
88
STRS Ohio
Ohio
$12.2M +$402K +4,030 +3%
PL
89
PWMCO LLC
Illinois
$11.9M +$11.7M +116,779 New
AAMU
90
Amundi Asset Management US
Massachusetts
$11M +$472K +4,726 +5%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$10.9M +$395K +3,960 +4%
TIAAOA
92
Teachers Insurance & Annuity Association of America
New York
$10.8M +$555K +5,558 +6%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$8.91M +$62.4K +625 +0.7%
JMPWA
94
JP Morgan Private Wealth Advisors
California
$8.64M +$564K +5,646 +7%
Sumitomo Mitsui Trust Group
95
Sumitomo Mitsui Trust Group
Japan
$8.48M +$125K +1,255 +2%
MNG
96
Manning & Napier Group
New York
$8.13M -$407K -4,080 -5%
Citigroup
97
Citigroup
New York
$8.08M -$1.43M -14,286 -15%
MSR
98
Main Street Research
Connecticut
$8.05M +$510K +5,104 +7%
RA
99
RMR Advisors
Massachusetts
$7.4M – – –
EVM
100
Eaton Vance Management
Massachusetts
$7.11M – – –
2 3
4
5 6

SUI Hedge Fund Activity: Q3 2018 in Review

336 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2018, worth a combined $8.3B — up 11% from $7.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SUI positions and 39 closed out — a net gain of 16 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $61.9M.

  • 336 institutional investors held Sun Communities (SUI) as of Q3 2018, up from 321 in Q2 2018.
  • Funds reported $8.3B of Sun Communities stock for Q3 2018, up 11% quarter-over-quarter.
  • 55 funds opened new Sun Communities positions in Q3 2018 and 39 closed out, a net change of +16 holders.
  • The largest Sun Communities buyer in Q3 2018 was Aristotle Capital Management, an estimated $104M added.
  • The largest Sun Communities seller in Q3 2018 was Cohen & Steers, an estimated $61.9M sold.

Based on aggregated 13F filings for Q3 2018.