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Sun Communities

454 hedge funds and large institutions have $19.2B invested in Sun Communities in 2021 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 172 increasing their positions, 167 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

531% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $3.14M

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

14% more capital invested

Capital invested by funds: $16.8B → $19.2B (+$2.38B)

3.27% more ownership

Funds ownership: 96.71%99.98% (+3.3%)

3% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 167

1% less funds holding

Funds holding: 458454 (-4)

6% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 49

Holders
454
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
7.9%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.28%
New
46
Increased
172
Reduced
167
Closed
49
Calls
$19.8M
Puts
$3.14M
Net Calls
+$16.7M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.66B +$5.94M +35,837 +0.2%
BlackRock
2
BlackRock
New York
$1.69B -$289K -1,746 -0%
Cohen & Steers
3
Cohen & Steers
New York
$1.55B -$35M -210,832 -2%
Capital World Investors
4
Capital World Investors
California
$800M -$36.1M -217,839 -4%
State Street
5
State Street
Massachusetts
$779M +$46.2M +278,517 +7%
Principal Financial Group
6
Principal Financial Group
Iowa
$727M +$14M +84,176 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$724M +$12.7M +76,907 +2%
Aristotle Capital Management
8
Aristotle Capital Management
California
$525M +$80.7K +487 +0%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$377M -$29.1M -175,247 -7%
PI
10
PGGM Investments
Netherlands
$358M +$148M +889,899 +74%
Norges Bank
11
Norges Bank
Norway
$340M +$50.5M +304,830 +18%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$301M +$27.4M +164,997 +10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$298M -$2.83M -17,064 -1%
N
14
Nuveen
North Carolina
$283M +$16.9M +102,027 +7%
American Century Companies
15
American Century Companies
Missouri
$271M -$10.9M -66,017 -4%
CIM
16
Centersquare Investment Management
Pennsylvania
$270M +$18.2M +109,774 +7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$269M +$11.3M +67,931 +5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$266M -$329K -1,987 -0.1%
Deutsche Bank
19
Deutsche Bank
Germany
$225M -$6.12M -36,902 -3%
Legal & General Group
20
Legal & General Group
United Kingdom
$214M -$8.79M -53,040 -4%
ESCM
21
Echo Street Capital Management
New York
$204M +$14.2M +85,697 +8%
Northern Trust
22
Northern Trust
Illinois
$197M -$6.11M -36,864 -3%
Bank of America
23
Bank of America
North Carolina
$181M +$7.87M +47,488 +5%
UBS AM
24
UBS AM
Illinois
$155M -$4.61M -27,788 -3%
Charles Schwab
25
Charles Schwab
California
$144M +$3.33M +20,088 +2%

SUI Hedge Fund Activity: Q2 2021 in Review

454 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2021, worth a combined $19.2B — up 14% from $16.8B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of SUI and 46 opened new positions — a net loss of 3 holders — while 167 trimmed existing stakes and 172 added.

The largest buyer was PGGM Investments, adding an estimated $148M. The largest seller was Citadel Advisors, cutting an estimated $110M.

  • 454 institutional investors held Sun Communities (SUI) as of Q2 2021, down from 458 in Q1 2021.
  • Funds reported $19.2B of Sun Communities stock for Q2 2021, up 14% quarter-over-quarter.
  • 46 funds opened new Sun Communities positions in Q2 2021 and 49 closed out, a net change of -3 holders.
  • The largest Sun Communities buyer in Q2 2021 was PGGM Investments, an estimated $148M added.
  • The largest Sun Communities seller in Q2 2021 was Citadel Advisors, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2021.