Sun Communities
SUI
241 hedge funds and large institutions have $4.38B invested in Sun Communities in 2016 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 65 reducing their positions, and 12 closing their positions.
283% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 12
51% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 65
18% more capital invested
Capital invested by funds: $3.71B → $4.38B (+$669M)
16% more funds holding
Funds holding: 208 → 241 (+33)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
11.09% more ownership
Funds ownership: 93.73% → 104.82% (+11%)
65% less call options, than puts
Call options by funds: $338K | Put options by funds: $967K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$70M |
| 2 |
Cohen & Steers
New York
|
+$63.8M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$63.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$34.6M |
| 5 |
Millennium Management
New York
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$74.5M |
| 2 |
REMS
Real Estate Management Services
|
-$17.6M |
| 3 |
Bank of New York Mellon
New York
|
-$13.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$12.6M |
| 5 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
-$9.1M |
SUI Hedge Fund Activity: Q1 2016 in Review
241 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q1 2016, worth a combined $4.38B — up 18% from $3.71B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SUI positions and 12 closed out — a net gain of 34 holders — while 98 added to existing stakes and 65 trimmed.
The largest buyer was Vanguard Group, adding an estimated $70M. The largest seller was Fidelity Investments, cutting an estimated $74.5M.
- 241 institutional investors held Sun Communities (SUI) as of Q1 2016, up from 208 in Q4 2015.
- Funds reported $4.38B of Sun Communities stock for Q1 2016, up 18% quarter-over-quarter.
- 46 funds opened new Sun Communities positions in Q1 2016 and 12 closed out, a net change of +34 holders.
- The largest Sun Communities buyer in Q1 2016 was Vanguard Group, an estimated $70M added.
- The largest Sun Communities seller in Q1 2016 was Fidelity Investments, an estimated $74.5M sold.
Based on aggregated 13F filings for Q1 2016.