We are live on ! Find out more
SUI icon

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
CIP
151
Chartwell Investment Partners
Pennsylvania
$5.18M -$9.77K -77 -0.2%
OCBCO
152
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.1M -$1.46M -11,506 -21%
BFM
153
Boothbay Fund Management
New York
$4.82M +$1.8M +14,166 +53%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$4.76M +$1.57M +12,398 +45%
FNBOO
155
First National Bank of Omaha
Nebraska
$4.64M -$799K -6,293 -14%
IMCOOI
156
Investment Management Corp of Ontario (IMCO)
Canada
$4.46M +$4.79M +37,700 New
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$4.46M -$721K -5,684 -13%
GAM
158
Gotham Asset Management
New York
$4.42M +$565K +4,449 +14%
MYAM
159
Meiji Yasuda Asset Management
Japan
$4.41M -$17.6K -139 -0.4%
TAM
160
Third Avenue Management
New York
$4.32M +$3.17M +25,010 +217%
Truist Financial
161
Truist Financial
North Carolina
$4.29M -$4.95K -39 -0.1%
UM
162
UniSuper Management
Australia
$4.25M +$38.1K +300 +0.8%
HPG
163
Harvest Portfolios Group
Ontario, Canada
$4.24M -$322K -2,533 -7%
DC
164
Davenport & Co
Virginia
$4.11M -$8.25K -65 -0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
165
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.05M
ASRS
166
Arizona State Retirement System
Arizona
$4.02M -$1.78K -14 -0%
GCA
167
GSI Capital Advisors
California
$3.97M -$263K -2,074 -6%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$3.95M -$521K -4,106 -12%
FAF
169
Fjarde Ap-fonden
Sweden
$3.92M -$63.5K -500 -1%
OAM
170
Oppenheimer Asset Management
New York
$3.91M +$101K +798 +2%
SDIC
171
South Dakota Investment Council
South Dakota
$3.87M
WHG
172
Westwood Holdings Group
Texas
$3.79M
URS
173
Utah Retirement Systems
Utah
$3.74M +$12.7K +100 +0.3%
SMDAM
174
Sumitomo Mitsui DS Asset Management
Japan
$3.61M +$223K +1,760 +6%
WBC
175
Westpac Banking Corp
Australia
$3.59M

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.