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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
SOADOR
126
State of Alaska Department of Revenue
Alaska
$8.32M +$127K +1,000 +1%
HFS
127
Hantz Financial Services
Michigan
$7.85M -$70.4K -555 -0.8%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$7.83M +$178K +1,402 +2%
CWM
129
Congress Wealth Management
Massachusetts
$7.72M -$16K -126 -0.2%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$7.68M -$48.6K -383 -0.6%
RJA
131
Raymond James & Associates
Florida
$7.54M +$504K +3,972 +7%
AC
132
Allstate Corporation
Illinois
$7.45M +$1.58M +12,424 +25%
Pictet Asset Management
133
Pictet Asset Management
Switzerland
$7.34M +$7.88M +62,065 New
Aviva
134
Aviva
United Kingdom
$6.99M +$1.22M +9,602 +19%
CC
135
Carlson Capital
Texas
$6.89M +$1M +7,900 +16%
Aberdeen Group
136
Aberdeen Group
United Kingdom
$6.77M -$371K -2,923 -5%
JMPWA
137
JP Morgan Private Wealth Advisors
California
$6.74M -$3.98M -31,372 -36%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$6.57M +$27.9K +220 +0.4%
ERSOT
139
Employees Retirement System of Texas
Texas
$6.51M +$127K +1,000 +2%
Verition Fund Management
140
Verition Fund Management
Connecticut
$6.41M -$1.76M -13,845 -20%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$6.12M +$291K +2,295 +5%
VAM
142
Vert Asset Management
California
$6.09M +$473K +3,729 +8%
BNP Paribas Asset Management
143
BNP Paribas Asset Management
France
$6.07M +$2.75M +21,654 +73%
DSA
144
Davis Selected Advisers
Arizona
$5.84M +$1.97M +15,540 +46%
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$5.69M +$13.7K +108 +0.2%
Royal London Asset Management
146
Royal London Asset Management
United Kingdom
$5.6M +$562K +4,430 +10%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$5.52M -$3.07M -24,159 -34%
UOC
148
UBS O'Connor
Illinois
$5.5M -$6.43M -50,628 -52%
HF
149
HRT Financial
New York
$5.4M -$7.78M -61,279 -57%
VanEck Associates
150
VanEck Associates
New York
$5.26M +$191K +1,507 +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.