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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
GBI
176
GP Brinson Investments
Illinois
$3.43M
KBC Group
177
KBC Group
Belgium
$3.36M +$44.8K +353 +1%
NAM
178
Nissay Asset Management
Japan
$3.32M +$121K +956 +4%
Holocene Advisors
179
Holocene Advisors
New York
$3.3M +$2.36M +18,604 +201%
LCM
180
LRT Capital Management
Texas
$3.23M +$3.47M +27,324 New
AAA
181
Adams Asset Advisors
Texas
$3.15M
Fidelity International
182
Fidelity International
Bermuda
$3.03M +$787K +6,200 +32%
LMGAM
183
Liberty Mutual Group Asset Management
Massachusetts
$3.01M -$986K -7,772 -23%
Korea Investment Corp
184
Korea Investment Corp
South Korea
$3.01M -$13.5M -106,519 -81%
LT
185
Legacy Trust
Michigan
$2.96M +$1.14K +9 +0%
IMPI
186
Ilmarinen Mutual Pension Insurance
Finland
$2.96M +$3.17M +25,000 New
Janus Henderson Group
187
Janus Henderson Group
United Kingdom
$2.91M -$106K -838 -3%
VOYA Investment Management
188
VOYA Investment Management
Georgia
$2.87M -$58.3K -459 -2%
SPIA
189
Steward Partners Investment Advisory
New York
$2.78M +$30.6K +241 +1%
Skandinaviska Enskilda Banken (SEB)
190
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.73M -$12.7K -100 -0.4%
KJHP
191
K.J. Harrison & Partners
Ontario, Canada
$2.69M +$1.4M +11,030 +94%
Renaissance Technologies
192
Renaissance Technologies
New York
$2.69M +$2.88M +22,700 New
II
193
IFM Investors
Australia
$2.68M -$49.4K -389 -2%
Handelsbanken Fonder
194
Handelsbanken Fonder
Sweden
$2.62M
Connor, Clark & Lunn Investment Management (CC&L)
195
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.51M +$2.7M +21,252 New
Osaic Holdings
196
Osaic Holdings
Arizona
$2.49M +$636K +5,013 +31%
Jane Street
197
Jane Street
New York
$2.49M +$1.66M +13,042 +164%
TAF
198
Tredje AP-fonden
Sweden
$2.43M -$244K -1,921 -9%
US Bancorp
199
US Bancorp
Minnesota
$2.42M +$42K +331 +2%
SAM
200
Storebrand Asset Management
Norway
$2.4M -$34.3K -270 -1%

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.