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Sun Communities

446 hedge funds and large institutions have $15.8B invested in Sun Communities in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 197 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 123

40% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 47

21% more capital invested

Capital invested by funds: $13.1B → $15.8B (+$2.76B)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

3% more funds holding

Funds holding: 432446 (+14)

1.97% more ownership

Funds ownership: 94.91%96.88% (+2%)

6% less call options, than puts

Call options by funds: $27.7M | Put options by funds: $29.6M

Holders
446
Holders Change
+14
Holders Change %
+3.24%
% of All Funds
7.89%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
66
Increased
197
Reduced
123
Closed
47
Calls
$27.7M
Puts
$29.6M
Net Calls
-$1.85M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
151
Toronto Dominion Bank
Ontario, Canada
$6.47M +$491K +3,393 +9%
GC
152
Gillson Capital
Illinois
$6.33M +$6.03M +41,694 New
DC
153
Davenport & Co
Virginia
$6.2M -$55.9K -386 -0.9%
FAF
154
Fjarde Ap-fonden
Sweden
$6.19M +$1.24M +8,600 +27%
Treasurer of the State of North Carolina
155
Treasurer of the State of North Carolina
North Carolina
$6.16M +$527K +3,640 +10%
HSBC Holdings
156
HSBC Holdings
United Kingdom
$6.07M +$305K +2,107 +6%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$5.96M -$160K -1,108 -3%
KCM
158
Kennedy Capital Management
Missouri
$5.75M -$50.4K -348 -0.9%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$5.59M -$1.56M -10,762 -23%
BCM
160
Brasada Capital Management
Texas
$5.39M +$87.3K +603 +2%
HFS
161
Hantz Financial Services
Michigan
$5.24M +$315K +2,174 +7%
SOAMC
162
Spirit of America Management Corp
New York
$4.81M
BCI
163
Brinker Capital Investments
Pennsylvania
$4.56M +$2.16M +14,955 +99%
AMI
164
Amica Mutual Insurance
Rhode Island
$4.54M -$499K -3,451 -10%
Nomura Holdings
165
Nomura Holdings
Japan
$4.45M +$4.24M +29,300 New
SAM
166
Socorro Asset Management
Texas
$4.42M +$4.21M +29,100 New
SSA
167
Schonfeld Strategic Advisors
New York
$4.3M +$2.95M +20,416 +259%
ASRS
168
Arizona State Retirement System
Arizona
$4.28M -$249K -1,723 -6%
Comerica Bank
169
Comerica Bank
Texas
$4.27M +$83.6K +578 +2%
HCM
170
HGI Capital Management
New York
$4.09M +$3.89M +26,888 New
FNBOO
171
First National Bank of Omaha
Nebraska
$4.06M -$1.38M -9,516 -26%
OAM
172
Oppenheimer Asset Management
New York
$3.78M +$958K +6,622 +36%
DCM
173
Dupont Capital Management
Delaware
$3.49M +$971K +6,712 +41%
ECM
174
ExodusPoint Capital Management
New York
$3.29M -$2.41M -16,648 -43%
URS
175
Utah Retirement Systems
Utah
$3.22M +$65.1K +450 +2%

SUI Hedge Fund Activity: Q4 2020 in Review

446 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2020, worth a combined $15.8B — up 21% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SUI positions and 47 closed out — a net gain of 19 holders — while 197 added to existing stakes and 123 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $576M. The largest seller was T. Rowe Price Associates, cutting an estimated $230M.

  • 446 institutional investors held Sun Communities (SUI) as of Q4 2020, up from 432 in Q3 2020.
  • Funds reported $15.8B of Sun Communities stock for Q4 2020, up 21% quarter-over-quarter.
  • 66 funds opened new Sun Communities positions in Q4 2020 and 47 closed out, a net change of +19 holders.
  • The largest Sun Communities buyer in Q4 2020 was Cohen & Steers, an estimated $576M added.
  • The largest Sun Communities seller in Q4 2020 was T. Rowe Price Associates, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2020.