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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
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$6.85M +$37.1K +290 +0.5%
DB
127
Danske Bank
Denmark
$6.69M +$832K +6,500 +14%
UIC
128
Uniplan Investment Counsel
Wisconsin
$6.39M -$141K -1,098 -2%
II
129
IFM Investors
Australia
$6.33M -$215K -1,677 -3%
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$6.32M -$12.2K -95 -0.2%
Ameriprise
131
Ameriprise
Minnesota
$6.07M -$4.34M -33,900 -41%
Jane Street
132
Jane Street
New York
$5.88M -$14.5M -113,359 -70%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$5.7M -$120K -939 -2%
OAM
134
Oppenheimer Asset Management
New York
$5.67M -$202K -1,581 -3%
ERSOT
135
Employees Retirement System of Texas
Texas
$5.53M -$384K -3,000 -6%
OPCM
136
Osborne Partners Capital Management
California
$5.43M +$53K +414 +0.9%
SAM
137
Storebrand Asset Management
Norway
$5.42M -$2.14M -16,713 -28%
Two Sigma Advisers
138
Two Sigma Advisers
New York
$5.4M +$5.17M +40,400 +1,154%
KK
139
KLP Kapitalforvaltning
Norway
$5.28M +$5.47M +42,700 New
KBC Group
140
KBC Group
Belgium
$5.13M -$8.73M -68,191 -62%
Baillie Gifford & Co
141
Baillie Gifford & Co
United Kingdom
$5.06M -$4.09M -31,965 -44%
CWM
142
CIBC World Markets
New York
$4.98M +$287K +2,239 +6%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.93M +$2.37M +18,547 +86%
GAM
144
Gotham Asset Management
New York
$4.92M -$678K -5,293 -12%
UM
145
UniSuper Management
Australia
$4.56M -$89.6K -700 -2%
Franklin Resources
146
Franklin Resources
California
$4.48M +$3.67M +28,685 +370%
ASRS
147
Arizona State Retirement System
Arizona
$4.45M +$64.3K +502 +1%
SMDAM
148
Sumitomo Mitsui DS Asset Management
Japan
$4.28M +$272K +2,124 +7%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$4.07M
NAM
150
Nissay Asset Management
Japan
$3.98M +$99.7K +779 +2%

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.