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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
WTC
101
WhitTier Trust Company
Nevada
$11.7M +$704K +5,498 +6%
Corient Private Wealth
102
Corient Private Wealth
Florida
$11.4M -$64.3K -502 -0.5%
PS
103
Presima Securities
Quebec, Canada
$10.8M -$2.88M -22,491 -20%
LIP
104
Lighthouse Investment Partners
Florida
$9.53M +$9.92M +77,500 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$9.53M -$3.67M -28,633 -27%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$9.36M +$240K +1,875 +3%
Victory Capital Management
107
Victory Capital Management
Texas
$9.21M -$294K -2,298 -3%
PFC
108
Poplar Forest Capital
California
$8.76M -$3.04M -23,772 -25%
Parallax Volatility Advisers
109
Parallax Volatility Advisers
California
$8.63M +$8.98M +70,184 New
1832 Asset Management
110
1832 Asset Management
Ontario, Canada
$8.62M -$3.14M -24,544 -26%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$8.44M -$220K -1,720 -2%
BC
112
Brookfield Corp
Ontario, Canada
$8.42M +$8.77M +68,474 New
SSA
113
Schonfeld Strategic Advisors
New York
$8.33M -$22M -171,532 -72%
CM
114
Caption Management
Oklahoma
$8.32M +$8.66M +67,688 New
Pictet Asset Management
115
Pictet Asset Management
Switzerland
$8.3M +$36.9K +288 +0.4%
RAM
116
Resona Asset Management
Japan
$8.21M +$239K +1,868 +3%
Los Angeles Capital Management
117
Los Angeles Capital Management
California
$7.96M -$10.9M -85,455 -57%
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$7.81M -$512K -4,000 -6%
APG Asset Management
119
APG Asset Management
Netherlands
$7.73M +$8.33M +65,100 New
HPCM
120
Hunter Perkins Capital Management
Illinois
$7.66M -$1.61M -12,585 -17%
Citigroup
121
Citigroup
New York
$7.61M +$791K +6,179 +11%
SOADOR
122
State of Alaska Department of Revenue
Alaska
$7.32M -$176K -1,372 -2%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$7.12M -$847K -6,614 -10%
VanEck Associates
124
VanEck Associates
New York
$6.97M -$31K -242 -0.4%
VAM
125
Vert Asset Management
California
$6.9M +$648K +5,060 +10%

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.