Sun Communities
SUI
463 hedge funds and large institutions have $12.8B invested in Sun Communities in 2019 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 28 closing their positions.
232% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 28
104% more call options, than puts
Call options by funds: $43.6M | Put options by funds: $21.4M
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
15% more funds holding
Funds holding: 402 → 463 (+61)
1% less capital invested
Capital invested by funds: $12.9B → $12.8B (-$81.9M)
2% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 155
3.8% less ownership
Funds ownership: 95.48% → 91.68% (-3.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$198M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$160M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$93.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$89.5M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$57.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$723M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$208M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$66.8M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$63.4M |
| 5 |
State Street
Boston,
Massachusetts
|
-$46.7M |
SUI Hedge Fund Activity: Q4 2019 in Review
463 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2019, worth a combined $12.8B — down 0.64% from $12.9B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SUI positions and 28 closed out — a net gain of 65 holders — while 152 added to existing stakes and 155 trimmed.
The largest buyer was Capital World Investors, adding an estimated $198M. The largest seller was Cohen & Steers, cutting an estimated $723M.
- 463 institutional investors held Sun Communities (SUI) as of Q4 2019, up from 402 in Q3 2019.
- Funds reported $12.8B of Sun Communities stock for Q4 2019, down 0.64% quarter-over-quarter.
- 93 funds opened new Sun Communities positions in Q4 2019 and 28 closed out, a net change of +65 holders.
- The largest Sun Communities buyer in Q4 2019 was Capital World Investors, an estimated $198M added.
- The largest Sun Communities seller in Q4 2019 was Cohen & Steers, an estimated $723M sold.
Based on aggregated 13F filings for Q4 2019.