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Sun Communities

353 hedge funds and large institutions have $8.24B invested in Sun Communities in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

27% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $2.06M

5% more funds holding

Funds holding: 336353 (+17)

2% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 120

0.12% less ownership

Funds ownership: 94.6%94.48% (-0.12%)

1% less capital invested

Capital invested by funds: $8.3B → $8.24B (-$56M)

Holders
353
Holders Change
+17
Holders Change %
+5.06%
% of All Funds
7.87%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.22%
New
47
Increased
122
Reduced
120
Closed
28
Calls
$2.61M
Puts
$2.06M
Net Calls
+$549K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$13.8M +$31.1K +305 +0.2%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$13.8M +$1.05M +10,260 +8%
SO
78
STRS Ohio
Ohio
$13.2M +$1.02M +10,046 +8%
PPA
79
Parametric Portfolio Associates
Washington
$13.2M -$1.43M -14,006 -10%
Wellington Management Group
80
Wellington Management Group
Massachusetts
$13.2M +$105K +1,028 +0.8%
KCM
81
Kennedy Capital Management
Missouri
$13.1M -$6.32K -62 -0%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.9M +$296K +2,903 +2%
PL
83
PWMCO LLC
Illinois
$12.6M +$688K +6,758 +6%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$12.6M +$7.76M +76,135 +161%
VC
85
Vision Capital
Ontario, Canada
$12.1M +$12.1M +119,064 New
TIAAOA
86
Teachers Insurance & Annuity Association of America
New York
$11.8M +$1.02M +10,030 +9%
AAA
87
Adams Asset Advisors
Texas
$11.1M -$1.24M -12,165 -10%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$10.9M -$40.4K -397 -0.4%
SCM
89
SG Capital Management
Illinois
$9.61M -$7.76M -76,203 -45%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$9.29M +$367K +3,599 +4%
MSR
91
Main Street Research
Connecticut
$9M +$935K +9,175 +12%
Sumitomo Mitsui Trust Group
92
Sumitomo Mitsui Trust Group
Japan
$8.99M +$590K +5,791 +7%
WCP
93
Waterfront Capital Partners
New York
$8.81M -$16.8M -165,142 -66%
JMPWA
94
JP Morgan Private Wealth Advisors
California
$8.58M -$78.5K -771 -0.9%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$8.43M +$7.9M +77,583 +1,475%
Squarepoint
96
Squarepoint
New York
$7.83M +$832K +8,162 +12%
MNG
97
Manning & Napier Group
New York
$7.7M -$445K -4,365 -5%
CI Investments Inc
98
CI Investments Inc
Ontario, Canada
$7.61M +$6.56M +64,419 +619%
LCM
99
LDR Capital Management
New York
$7.52M +$610K +5,991 +9%
RA
100
RMR Advisors
Massachusetts
$7.41M

SUI Hedge Fund Activity: Q4 2018 in Review

353 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2018, worth a combined $8.24B — down 0.67% from $8.3B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SUI positions and 28 closed out — a net gain of 19 holders — while 122 added to existing stakes and 120 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $102M. The largest seller was Balyasny Asset Management, cutting an estimated $52.3M.

  • 353 institutional investors held Sun Communities (SUI) as of Q4 2018, up from 336 in Q3 2018.
  • Funds reported $8.24B of Sun Communities stock for Q4 2018, down 0.67% quarter-over-quarter.
  • 47 funds opened new Sun Communities positions in Q4 2018 and 28 closed out, a net change of +19 holders.
  • The largest Sun Communities buyer in Q4 2018 was Capital World Investors, an estimated $102M added.
  • The largest Sun Communities seller in Q4 2018 was Balyasny Asset Management, an estimated $52.3M sold.

Based on aggregated 13F filings for Q4 2018.