Sun Communities
SUI
158 hedge funds and large institutions have $1.28B invested in Sun Communities in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 54 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
88% more call options, than puts
Call options by funds: $392K | Put options by funds: $209K
17% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 54
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
1% more funds holding
Funds holding: 157 → 158 (+1)
3% less capital invested
Capital invested by funds: $1.32B → $1.28B (-$35.1M)
2.36% less ownership
Funds ownership: 85.49% → 83.12% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$13.4M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$11.9M |
| 3 |
TA
Teachers Advisors
New York
|
+$9.24M |
| 4 |
Goldman Sachs
New York
|
+$6.7M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$6.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$36M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$30M |
| 3 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$29.4M |
| 4 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
-$19.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.59M |
SUI Hedge Fund Activity: Q4 2013 in Review
158 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2013, worth a combined $1.28B — down 2.7% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SUI positions and 17 closed out — a net gain of 1 holder — while 63 added to existing stakes and 54 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $13.4M. The largest seller was Cohen & Steers, cutting an estimated $36M.
- 158 institutional investors held Sun Communities (SUI) as of Q4 2013, up from 157 in Q3 2013.
- Funds reported $1.28B of Sun Communities stock for Q4 2013, down 2.7% quarter-over-quarter.
- 18 funds opened new Sun Communities positions in Q4 2013 and 17 closed out, a net change of +1 holder.
- The largest Sun Communities buyer in Q4 2013 was Janus Henderson Group, an estimated $13.4M added.
- The largest Sun Communities seller in Q4 2013 was Cohen & Steers, an estimated $36M sold.
Based on aggregated 13F filings for Q4 2013.