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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$104M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$66.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$60M |
| 4 |
ZP
Zimmer Partners
New York
|
+$57.4M |
| 5 |
Goldman Sachs
New York
|
+$47.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$61.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.2M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$28.8M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$17.2M |
| 5 |
Millennium Management
New York
|
-$15.7M |
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.