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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
SWG
101
Summit Wealth Group
Vermont
$16.7M
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$16.3M +$4.79M +33,076 +44%
VRS
103
Virginia Retirement Systems
Virginia
$16.1M -$20.9M -144,600 -58%
Macquarie Group
104
Macquarie Group
Australia
$15.9M -$1.82M -12,593 -11%
Nomura Asset Management
105
Nomura Asset Management
Japan
$15.7M +$1.18M +8,185 +9%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$15.6M +$210K +1,451 +1%
Aberdeen Group
107
Aberdeen Group
United Kingdom
$15.5M -$5.54M -38,296 -27%
PMAM
108
Picton Mahoney Asset Management
Ontario, Canada
$14.1M -$1.91M -13,192 -12%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$14.1M +$570K +3,941 +4%
SPIA
110
Steward Partners Investment Advisory
New York
$14M +$9.55K +66 +0.1%
MNG
111
Manning & Napier Group
New York
$14M +$631K +4,358 +5%
BIC
112
B&I Capital
Switzerland
$13.5M +$12.9M +89,137 New
VC
113
Vision Capital
Ontario, Canada
$13.5M +$5.42M +37,475 +73%
ZP
114
Zimmer Partners
New York
$13.3M +$12.7M +87,500 New
SAM
115
Securian Asset Management
Minnesota
$13.3M -$4.31M -29,760 -25%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$12.5M -$2.96M -20,468 -20%
Renaissance Technologies
117
Renaissance Technologies
New York
$12.2M -$6.96M -48,100 -37%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$11.8M +$9.01M +62,265 +404%
Federated Hermes
119
Federated Hermes
Pennsylvania
$11.4M -$294K -2,031 -3%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$11.2M +$862K +5,960 +8%
KJHP
121
K.J. Harrison & Partners
Ontario, Canada
$10.9M -$1.23M -8,500 -11%
AAMU
122
AEGON Asset Management (UK)
United Kingdom
$10.9M +$2.7M +18,656 +35%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$10.7M +$609K +4,211 +6%
EVM
124
Eaton Vance Management
Massachusetts
$10.7M +$3.33K +23 +0%
1832 Asset Management
125
1832 Asset Management
Ontario, Canada
$10.5M -$1.64M -11,300 -14%

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.