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Sun Communities

495 hedge funds and large institutions have $16.8B invested in Sun Communities in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 186 increasing their positions, 182 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

6% more capital invested

Capital invested by funds: $15.9B → $16.8B (+$956M)

4% more funds holding

Funds holding: 475495 (+20)

1.23% more ownership

Funds ownership: 101.17%102.4% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 182

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $6.33M | Put options by funds: $9.51M

Holders
495
Holders Change
+20
Holders Change %
+4.21%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
63
Increased
186
Reduced
182
Closed
39
Calls
$6.33M
Puts
$9.51M
Net Calls
-$3.18M
Net Calls Change
+$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$1.62M
GI
202
GAMCO Investors
Connecticut
$1.62M -$120K -935 -7%
PGFC
203
Peapack-Gladstone Financial Corp
New Jersey
$1.61M -$35.4K -277 -2%
ANTB
204
AMG National Trust Bank
Colorado
$1.6M +$2.05K +16 +0.1%
AQR Capital Management
205
AQR Capital Management
Connecticut
$1.55M +$234K +1,827 +18%
GIA
206
Gateway Investment Advisers
Ohio
$1.53M
IMPI
207
Ilmarinen Mutual Pension Insurance
Finland
$1.5M
BMCM
208
Burns Matteson Capital Management
New York
$1.45M -$17.1K -134 -1%
WA
209
WBH Advisory
Maryland
$1.43M +$1.28K +10 +0.1%
USCWA
210
U.S. Capital Wealth Advisors
Texas
$1.43M -$12.8K -100 -0.9%
SOAMC
211
Spirit of America Management Corp
New York
$1.42M
NWM
212
Nicola Wealth Management
British Columbia, Canada
$1.41M +$294K +2,300 +26%
Two Sigma Investments
213
Two Sigma Investments
New York
$1.36M -$2.17M -16,979 -62%
CIA
214
Cascade Investment Advisors
Oregon
$1.35M +$12.8K +100 +1%
SLAM
215
Swiss Life Asset Management
$1.34M +$487K +3,812 +58%
Nordea Investment Management
216
Nordea Investment Management
Sweden
$1.3M -$82.2K -643 -6%
Wealthfront Advisers
217
Wealthfront Advisers
California
$1.29M +$195K +1,529 +18%
PMWMG
218
Parr McKnight Wealth Management Group
Minnesota
$1.27M +$201K +1,575 +19%
TAF
219
Tredje AP-fonden
Sweden
$1.27M
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$1.26M +$206K +1,612 +20%
Stifel Financial
221
Stifel Financial
Missouri
$1.25M -$377K -2,945 -23%
CFM
222
Catalyst Funds Management
Australia
$1.23M +$1.23M +9,600 New
BCI
223
Brinker Capital Investments
Pennsylvania
$1.19M +$18.2K +142 +2%
OPS
224
Orion Portfolio Solutions
Nebraska
$1.19M +$18.2K +142 +2%
BA
225
Bristlecone Advisors
Washington
$1.18M +$7.8K +61 +0.7%

SUI Hedge Fund Activity: Q1 2025 in Review

495 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2025, worth a combined $16.8B — up 6% from $15.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new SUI positions and 39 closed out — a net gain of 24 holders — while 186 added to existing stakes and 182 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $517M. The largest seller was Citadel Advisors, cutting an estimated $95.7M.

  • 495 institutional investors held Sun Communities (SUI) as of Q1 2025, up from 475 in Q4 2024.
  • Funds reported $16.8B of Sun Communities stock for Q1 2025, up 6% quarter-over-quarter.
  • 63 funds opened new Sun Communities positions in Q1 2025 and 39 closed out, a net change of +24 holders.
  • The largest Sun Communities buyer in Q1 2025 was Dodge & Cox, an estimated $517M added.
  • The largest Sun Communities seller in Q1 2025 was Citadel Advisors, an estimated $95.7M sold.

Based on aggregated 13F filings for Q1 2025.