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Sun Communities

446 hedge funds and large institutions have $15.8B invested in Sun Communities in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 197 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 123

40% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 47

21% more capital invested

Capital invested by funds: $13.1B → $15.8B (+$2.76B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3% more funds holding

Funds holding: 432446 (+14)

1.97% more ownership

Funds ownership: 94.91%96.88% (+2%)

6% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $29.6M

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
7.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
66
Increased
197
Reduced
123
Closed
47
Calls
$27.7M
Puts
$29.6M
Net Calls
-$1.85M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
76
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.8M -$18.5M -127,709 -42%
MAM
77
Martingale Asset Management
Massachusetts
$26.4M -$14.3M -98,502 -36%
KBC Group
78
KBC Group
Belgium
$25.1M -$1.08M -7,460 -18%
Canada Life
79
Canada Life
Manitoba, Canada
$25M +$1.39M +9,626 +6%
UBS Group
80
UBS Group
Switzerland
$24.8M -$2.44M -16,896 -9%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.5M +$3.02M +20,898 +15%
National Pension Service
82
National Pension Service
South Korea
$23.7M +$1.91M +13,223 +9%
PPA
83
Parametric Portfolio Associates
Washington
$22.5M +$4.97M +34,315 +30%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$22.5M +$786K +5,433 +4%
N
85
Natixis
France
$22.3M +$21.3M +146,950 New
ACM
86
Adelante Capital Management
California
$22M +$19.1M +132,069 +1,019%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$21.7M +$582K +4,020 +3%
HPCM
88
Hunter Perkins Capital Management
Illinois
$21.5M -$166K -1,148 -0.8%
APG Asset Management
89
APG Asset Management
Netherlands
$21.4M +$5.6M +38,729 +29%
HS
90
Hazelview Securities
Ontario, Canada
$20.9M -$5.94M -41,030 -22%
Loomis, Sayles & Company
91
Loomis, Sayles & Company
Massachusetts
$20.7M -$363K -2,507 -2%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$20.1M -$1.3M -9,000 -6%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$19.2M +$1.05M +7,244 +6%
AACA
94
American Assets Capital Advisers
California
$18.7M +$217K +1,500 +1%
GC
95
Guggenheim Capital
Illinois
$18M -$1.05M -7,272 -6%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$17.4M -$1.31M -9,059 -7%
TD Asset Management
97
TD Asset Management
Ontario, Canada
$17.3M +$256K +1,767 +2%
Barclays
98
Barclays
United Kingdom
$16.8M -$1.6M -11,044 -9%
Aviva
99
Aviva
United Kingdom
$16.7M +$2.97M +20,498 +23%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$16.7M +$3.1M +21,433 +24%

SUI Hedge Fund Activity: Q4 2020 in Review

446 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2020, worth a combined $15.8B — up 21% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SUI positions and 47 closed out — a net gain of 19 holders — while 197 added to existing stakes and 123 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $576M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 446 institutional investors held Sun Communities (SUI) as of Q4 2020, up from 432 in Q3 2020.
  • Funds reported $15.8B of Sun Communities stock for Q4 2020, up 21% quarter-over-quarter.
  • 66 funds opened new Sun Communities positions in Q4 2020 and 47 closed out, a net change of +19 holders.
  • The largest Sun Communities buyer in Q4 2020 was Cohen & Steers, an estimated $576M added.
  • The largest Sun Communities seller in Q4 2020 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2020.