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Sun Communities
SUI

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: 515 → 475 (-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: 9 → 5 (-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

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$488M
2
Dodge & Cox
Dodge & Cox
California
+$467M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$344M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M
5
Deutsche Bank
Deutsche Bank
Germany
+$80.9M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$299M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$130M
3
BlackRock
BlackRock
New York
-$87.7M
4
CIM
Centersquare Investment Management
Pennsylvania
-$65M
5
GA
GRS Advisors
Illinois
-$58.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$3.88M -$439K -3,430 -10%
DC
152
Davenport & Co
Virginia
$3.82M -$104K -815 -3%
HPG
153
Harvest Portfolios Group
Ontario, Canada
$3.73M -$317K -2,475 -8%
Cerity Partners
154
Cerity Partners
New York
$3.66M -$509K -3,980 -13%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$3.64M -$6.8M -53,105 -64%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$3.59M -$6.37M -49,761 -63%
Janus Henderson Group
157
Janus Henderson Group
United Kingdom
$3.44M +$179K +1,400 +5%
Two Sigma Investments
158
Two Sigma Investments
New York
$3.39M +$2.24M +17,475 +173%
AACA
159
American Assets Capital Advisers
California
$3.39M -$850K -6,639 -19%
AIM
160
Aurora Investment Managers
Florida
$3.38M +$312K +2,435 +10%
FAF
161
Fjarde Ap-fonden
Sweden
$3.32M +$358K +2,800 +12%
Truist Financial
162
Truist Financial
North Carolina
$3.19M -$76.4K -597 -2%
LPL Financial
163
LPL Financial
California
$3.14M +$597K +4,665 +22%
Holocene Advisors
164
Holocene Advisors
New York
$3.12M -$1.29M -10,062 -28%
GCM
165
Greenland Capital Management
New York
$2.95M -$6.11M -47,699 -67%
BCIM
166
British Columbia Investment Management
British Columbia, Canada
$2.94M +$394K +3,076 +15%
SCM
167
Sophron Capital Management
New Jersey
$2.89M +$3.01M +23,513 New
Skandinaviska Enskilda Banken (SEB)
168
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.87M – – –
SPIA
169
Steward Partners Investment Advisory
New York
$2.84M -$46K -359 -2%
FHB
170
First Hawaiian Bank
Hawaii
$2.76M +$653K +5,100 +29%
AAA
171
Adams Asset Advisors
Texas
$2.74M – – –
DnB Asset Management
172
DnB Asset Management
Norway
$2.73M +$133K +1,036 +5%
AFM
173
Anson Funds Management
Texas
$2.7M +$2.81M +21,990 New
OCBCO
174
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.62M +$2M +15,653 +278%
URS
175
Utah Retirement Systems
Utah
$2.52M +$12.8K +100 +0.5%
5 6
7
8 9

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.