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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
State of New Jersey Common Pension Fund D
76
State of New Jersey Common Pension Fund D
New Jersey
$20.6M
PMG
77
Private Management Group
California
$20.4M -$204K -1,597 -1%
Goldman Sachs
78
Goldman Sachs
New York
$19.8M -$8.35M -65,207 -29%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$19.7M -$228K -1,780 -1%
ACM
80
Adelante Capital Management
California
$19.6M +$536K +4,189 +3%
LBIM
81
Land & Buildings Investment Management
Connecticut
$19.4M -$8.94M -69,810 -31%
Amundi
82
Amundi
France
$19.2M -$10.1M -78,585 -33%
VLKIM
83
Van Lanschot Kempen Investment Management
Netherlands
$19M -$588K -4,596 -3%
Principal Financial Group
84
Principal Financial Group
Iowa
$18.6M -$299M -2,337,969 -94%
Swedbank
85
Swedbank
Sweden
$18.1M -$1.92M -15,000 -9%
WP
86
Woodline Partners
California
$17.4M -$9.62M -75,179 -35%
Millennium Management
87
Millennium Management
New York
$16.3M -$47.1M -368,305 -74%
Raymond James Financial
88
Raymond James Financial
Florida
$16.1M +$16.7M +130,527 New
LPC
89
Long Pond Capital
New York
$15.2M -$45.7M -357,039 -74%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$14.4M -$6.17M -48,178 -29%
Korea Investment Corp
91
Korea Investment Corp
South Korea
$14.3M +$704K +5,500 +5%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$14.2M -$922K -7,199 -6%
HS
93
Hazelview Securities
Ontario, Canada
$13.9M +$14.5M +113,379 New
Barclays
94
Barclays
United Kingdom
$13.7M -$2.06M -16,112 -13%
CCM
95
Chilton Capital Management
Texas
$13.6M -$1.03M -8,028 -7%
DekaBank Deutsche Girozentrale
96
DekaBank Deutsche Girozentrale
Germany
$13.4M
TAM
97
Third Avenue Management
New York
$13.3M +$43.8K +342 +0.3%
Allianz Asset Management
98
Allianz Asset Management
Germany
$12.7M +$327K +2,558 +3%
Verition Fund Management
99
Verition Fund Management
Connecticut
$12.6M +$5.55M +43,332 +74%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$12M +$3.25M +25,425 +35%

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.