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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
Squarepoint
101
Squarepoint
New York
$6.99M -$1.36M -13,638 -17%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$6.95M +$847K +8,480 +14%
LCM
103
LDR Capital Management
New York
$6.9M +$552K +5,529 +9%
GCA
104
GSI Capital Advisors
California
$6.68M – – –
MIM
105
Monashee Investment Management
Massachusetts
$6.6M – – –
AQR Capital Management
106
AQR Capital Management
Connecticut
$6.4M +$190K +1,901 +3%
AG
107
Aperio Group
California
$6.1M +$897K +8,980 +18%
UBS Group
108
UBS Group
Switzerland
$5.91M -$127K -1,275 -2%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$5.78M -$2.66M -26,649 -32%
GA
110
GRS Advisors
Illinois
$5.73M -$3.93M -39,379 -41%
DC
111
Davenport & Co
Virginia
$5.69M -$151K -1,513 -3%
Nomura Asset Management
112
Nomura Asset Management
Japan
$5.38M +$185K +1,850 +4%
ERSOT
113
Employees Retirement System of Texas
Texas
$5.38M +$899K +9,000 +20%
Canada Life
114
Canada Life
Manitoba, Canada
$5.31M +$229K +2,293 +5%
CM
115
Crestline Management
Texas
$5.08M +$4.99M +50,000 New
CHP
116
Castle Hook Partners
New York
$5.07M +$780K +7,813 +19%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$4.81M -$3.85M -38,555 -45%
PI
118
Putnam Investments
Massachusetts
$4.68M +$23K +230 +0.5%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$4.2M -$2.3M -23,021 -36%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$4.06M +$1.53M +15,283 +62%
First Trust Advisors
121
First Trust Advisors
Illinois
$3.98M +$1.68M +16,818 +75%
AMI
122
Amica Mutual Insurance
Rhode Island
$3.92M – – –
AAM
123
Advisors Asset Management
Colorado
$3.62M +$271K +2,718 +8%
SOADOR
124
State of Alaska Department of Revenue
Alaska
$3.6M -$538K -5,383 -13%
BCM
125
Brasada Capital Management
Texas
$3.49M +$434K +4,347 +14%
3 4
5
6 7

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.