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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
OPCM
201
Osborne Partners Capital Management
California
$2.37M +$116K +911 +5%
EC
202
Elequin Capital
New York
$2.31M +$1.03M +8,099 +71%
Manulife (Manufacturers Life Insurance)
203
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.22M +$1.75M +13,782 +275%
TC
204
TownSquare Capital
Utah
$2.2M +$115K +908 +5%
M&T Bank
205
M&T Bank
New York
$2.2M -$265K -2,091 -10%
BPCE
206
Bank Pictet & Cie (Europe)
Germany
$2.11M -$44K -347 -2%
BMCM
207
Burns Matteson Capital Management
New York
$2.08M -$33.5K -264 -1%
SLAM
208
Swiss Life Asset Management
$2.05M +$2.2M +17,344 New
SOAMC
209
Spirit of America Management Corp
New York
$2.02M -$711K -5,600 -25%
GI
210
GAMCO Investors
Connecticut
$2.02M -$63.5K -500 -3%
Walleye Trading
211
Walleye Trading
New York
$2.01M -$1.4M -11,007 -39%
DnB Asset Management
212
DnB Asset Management
Norway
$1.98M -$14.3K -113 -0.7%
CCP
213
Clarkston Capital Partners
Michigan
$1.89M
LPL Financial
214
LPL Financial
California
$1.89M +$307K +2,420 +18%
PL
215
Perpetual Ltd
Australia
$1.88M -$164K -1,290 -8%
AMI
216
Amica Mutual Insurance
Rhode Island
$1.87M
First Trust Advisors
217
First Trust Advisors
Illinois
$1.84M -$2.07M -16,346 -51%
BCM
218
Brasada Capital Management
Texas
$1.83M -$74.9K -590 -4%
BCI
219
Brinker Capital Investments
Pennsylvania
$1.82M -$76K -599 -4%
OPS
220
Orion Portfolio Solutions
Nebraska
$1.82M -$76K -599 -4%
II
221
Inspire Investing
Idaho
$1.75M -$314K -2,475 -14%
VRS
222
Virginia Retirement Systems
Virginia
$1.74M -$1.82M -14,300 -49%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$1.73M -$89.9K -708 -5%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$1.7M +$415K +3,268 +30%
AM
225
AGF Management
Ontario, Canada
$1.69M +$1.47M +11,586 +428%

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.