Sun Communities
SUI
251 hedge funds and large institutions have $5.68B invested in Sun Communities in 2016 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 112 increasing their positions, 80 reducing their positions, and 32 closing their positions.
221% more call options, than puts
Call options by funds: $1.27M | Put options by funds: $397K
40% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 80
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
13% more capital invested
Capital invested by funds: $5.02B → $5.68B (+$657M)
2.78% more ownership
Funds ownership: 101.02% → 103.8% (+2.8%)
3% less funds holding
Funds holding: 258 → 251 (-7)
19% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$116M |
| 2 |
Cohen & Steers
New York
|
+$101M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$93.7M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$82.1M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$61.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Centerbridge Partners
New York
|
-$255M |
| 2 |
O
OppenheimerFunds
New York
|
-$43.5M |
| 3 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
-$22.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.8M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$9.19M |
SUI Hedge Fund Activity: Q3 2016 in Review
251 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2016, worth a combined $5.68B — up 13% from $5.02B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of SUI and 26 opened new positions — a net loss of 6 holders — while 80 trimmed existing stakes and 112 added.
The largest buyer was Invesco, adding an estimated $116M. The largest seller was Centerbridge Partners, exiting entirely with an estimated $255M sold.
- 251 institutional investors held Sun Communities (SUI) as of Q3 2016, down from 258 in Q2 2016.
- Funds reported $5.68B of Sun Communities stock for Q3 2016, up 13% quarter-over-quarter.
- 26 funds opened new Sun Communities positions in Q3 2016 and 32 closed out, a net change of -6 holders.
- The largest Sun Communities buyer in Q3 2016 was Invesco, an estimated $116M added.
- The largest Sun Communities seller in Q3 2016 was Centerbridge Partners, an estimated $255M sold.
Based on aggregated 13F filings for Q3 2016.