Sun Communities
354 hedge funds and large institutions have $8.3B invested in Sun Communities in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 120 reducing their positions, and 28 closing their positions.
68% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 28
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
27% more call options, than puts
Call options by funds: $2.61M | Put options by funds: $2.06M
5% more funds holding
Funds holding: 337 → 354 (+17)
2% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 120
0% less capital invested
Capital invested by funds: $8.3B → $8.3B (-$236K)
0.12% less ownership
Funds ownership: 94.6% → 94.48% (-0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$102M |
| 2 |
BlackRock
New York
|
+$42.4M |
| 3 |
Renaissance Technologies
New York
|
+$26.5M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$24.8M |
| 5 |
Millennium Management
New York
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$52.3M |
| 2 |
Cohen & Steers
New York
|
-$51.9M |
| 3 |
Goldman Sachs
New York
|
-$44M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$29.5M |
| 5 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$25M |
SUI Hedge Fund Activity: Q4 2018 in Review
354 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2018, worth a combined $8.3B — down 0% from $8.3B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SUI positions and 28 closed out — a net gain of 19 holders — while 122 added to existing stakes and 120 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $102M. The largest seller was Balyasny Asset Management, cutting an estimated $52.3M.
- 354 institutional investors held Sun Communities (SUI) as of Q4 2018, up from 337 in Q3 2018.
- Funds reported $8.3B of Sun Communities stock for Q4 2018, down 0% quarter-over-quarter.
- 47 funds opened new Sun Communities positions in Q4 2018 and 28 closed out, a net change of +19 holders.
- The largest Sun Communities buyer in Q4 2018 was Capital World Investors, an estimated $102M added.
- The largest Sun Communities seller in Q4 2018 was Balyasny Asset Management, an estimated $52.3M sold.
Based on aggregated 13F filings for Q4 2018.