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Sun Communities
SUI

336 hedge funds and large institutions have $8.3B invested in Sun Communities in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 85

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

11% more capital invested

Capital invested by funds: $7.47B → $8.3B (+$825M)

5% more funds holding

Funds holding: 321 → 336 (+15)

0.74% less ownership

Funds ownership: 95.35% → 94.6% (-0.74%)

18% less call options, than puts

Call options by funds: $2.48M | Put options by funds: $3.04M

Holders
336
Holders Change
+15
Holders Change %
+4.67%
% of All Funds
7.68%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
55
Increased
135
Reduced
85
Closed
39
Calls
$2.48M
Puts
$3.04M
Net Calls
-$558K
Net Calls Change
-$3.14M

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$104M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$66.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$60M
4
ZP
Zimmer Partners
New York
+$57.4M
5
Goldman Sachs
Goldman Sachs
New York
+$47.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$61.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$28.8M
4
N
Nuveen
North Carolina
-$17.2M
5
Millennium Management
Millennium Management
New York
-$15.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.18B +$60M +600,622 +5%
Cohen & Steers
2
Cohen & Steers
New York
$834M -$61.9M -619,752 -7%
BlackRock
3
BlackRock
New York
$649M +$43.9M +439,465 +7%
AllianceBernstein
4
AllianceBernstein
Tennessee
$316M +$13.5M +134,996 +5%
Principal Financial Group
5
Principal Financial Group
Iowa
$289M -$2.4K -24 -0%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$278M -$28.8M -288,134 -10%
State Street
7
State Street
Massachusetts
$255M +$12M +119,768 +5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$214M -$33.2M -332,310 -14%
CIMLRA
9
CBRE Investment Management Listed Real Assets
Pennsylvania
$212M +$66.5M +665,799 +47%
Aristotle Capital Management
10
Aristotle Capital Management
California
$209M +$104M +1,045,744 +103%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$181M +$10.6M +105,679 +6%
Invesco
12
Invesco
Georgia
$171M +$40M +400,542 +31%
CIM
13
Centersquare Investment Management
Pennsylvania
$169M +$3.78M +37,868 +2%
Renaissance Technologies
14
Renaissance Technologies
New York
$132M +$35.1M +351,300 +37%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$120M +$1.41M +14,144 +1%
Goldman Sachs
16
Goldman Sachs
New York
$104M +$47.4M +474,834 +86%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$102M +$23.3M +233,810 +30%
Charles Schwab
18
Charles Schwab
California
$100M +$9.91M +99,217 +11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$96.7M +$8.84M +88,566 +10%
TA
20
Teachers Advisors
New York
$85.3M +$13.4M +134,441 +19%
Northern Trust
21
Northern Trust
Illinois
$84M +$958K +9,597 +1%
PI
22
PGGM Investments
Netherlands
$75.3M – – –
Norges Bank
23
Norges Bank
Norway
$74.2M +$7.93M +79,438 +12%
N
24
Nuveen
North Carolina
$71.2M -$17.2M -171,907 -20%
Citadel Advisors
25
Citadel Advisors
Florida
$71M +$31.3M +313,933 +82%
1
2 3 4 5

SUI Hedge Fund Activity: Q3 2018 in Review

336 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2018, worth a combined $8.3B — up 11% from $7.47B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SUI positions and 39 closed out — a net gain of 16 holders — while 135 added to existing stakes and 85 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $104M. The largest seller was Cohen & Steers, cutting an estimated $61.9M.

  • 336 institutional investors held Sun Communities (SUI) as of Q3 2018, up from 321 in Q2 2018.
  • Funds reported $8.3B of Sun Communities stock for Q3 2018, up 11% quarter-over-quarter.
  • 55 funds opened new Sun Communities positions in Q3 2018 and 39 closed out, a net change of +16 holders.
  • The largest Sun Communities buyer in Q3 2018 was Aristotle Capital Management, an estimated $104M added.
  • The largest Sun Communities seller in Q3 2018 was Cohen & Steers, an estimated $61.9M sold.

Based on aggregated 13F filings for Q3 2018.