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Sun Communities

498 hedge funds and large institutions have $14.5B invested in Sun Communities in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 167 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 167

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2.26% more ownership

Funds ownership: 96.59%98.85% (+2.3%)

3% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.8M

1% less funds holding

Funds holding: 503498 (-5)

3% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 58

7% less capital invested

Capital invested by funds: $15.7B → $14.5B (-$1.14B)

Holders
498
Holders Change
-5
Holders Change %
-0.99%
% of All Funds
7.9%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
56
Increased
205
Reduced
167
Closed
58
Calls
$12.1M
Puts
$11.8M
Net Calls
+$320K
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$14.8M +$851K +6,706 +6%
Corient Private Wealth
102
Corient Private Wealth
Florida
$14M -$70.8K -558 -0.5%
MNG
103
Manning & Napier Group
New York
$13M +$970K +7,641 +7%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$12.7M -$2.08M -16,378 -13%
Barclays
105
Barclays
United Kingdom
$12.6M +$348K +2,738 +3%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$11.7M -$2.64M -20,832 -17%
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$10.9M +$1.6M +12,625 +16%
DG
108
DigitalBridge Group
Florida
$10.9M +$481K +3,786 +4%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$10.9M -$980K -7,722 -8%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$10.8M -$45.9K -362 -0.4%
Victory Capital Management
111
Victory Capital Management
Texas
$10.8M -$103K -815 -0.9%
CRM
112
Cramer Rosenthal McGlynn
Connecticut
$10.7M +$11.5M +90,604 New
AACA
113
American Assets Capital Advisers
California
$10.4M +$96.1K +757 +0.9%
GC
114
Guggenheim Capital
Illinois
$10.1M -$648K -5,106 -6%
KCM
115
Kennedy Capital Management
Missouri
$10M +$1.68M +13,250 +19%
Squarepoint
116
Squarepoint
New York
$9.87M +$7.23M +56,932 +215%
1832 Asset Management
117
1832 Asset Management
Ontario, Canada
$9.68M -$444K -3,500 -4%
MCM
118
Makena Capital Management
California
$9.56M +$1.75M +13,755 +21%
WTC
119
WhitTier Trust Company
Nevada
$9.54M +$58.5K +461 +0.6%
Citigroup
120
Citigroup
New York
$9.27M +$3.29M +25,905 +49%
Nordea Investment Management
121
Nordea Investment Management
Sweden
$9.22M +$276K +2,172 +3%
BIC
122
B&I Capital
Switzerland
$9.18M +$9.85M +77,608 New
NWM
123
Nicola Wealth Management
British Columbia, Canada
$8.99M -$368K -2,900 -4%
GIA
124
Gateway Investment Advisers
Ohio
$8.88M -$6.73K -53 -0.1%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$8.52M -$403K -3,179 -4%

SUI Hedge Fund Activity: Q3 2023 in Review

498 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2023, worth a combined $14.5B — down 7.3% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of SUI and 56 opened new positions — a net loss of 2 holders — while 167 trimmed existing stakes and 205 added.

The largest buyer was PGGM Investments, opening a new position worth an estimated $140M. The largest seller was American Century Companies, cutting an estimated $151M.

  • 498 institutional investors held Sun Communities (SUI) as of Q3 2023, down from 503 in Q2 2023.
  • Funds reported $14.5B of Sun Communities stock for Q3 2023, down 7.3% quarter-over-quarter.
  • 56 funds opened new Sun Communities positions in Q3 2023 and 58 closed out, a net change of -2 holders.
  • The largest Sun Communities buyer in Q3 2023 was PGGM Investments, an estimated $140M added.
  • The largest Sun Communities seller in Q3 2023 was American Century Companies, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2023.