Sun Communities
504 hedge funds and large institutions have $15.7B invested in Sun Communities in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 162 increasing their positions, 209 reducing their positions, and 52 closing their positions.
6% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 52
0% more funds holding
Funds holding: 504 → 504 (0)
0.56% less ownership
Funds ownership: 97.15% → 96.59% (-0.56%)
6% less call options, than puts
Call options by funds: $34.2M | Put options by funds: $36.4M
7% less funds holding in top 10
Funds holding in top 10: 15 → 14 (-1)
8% less capital invested
Capital invested by funds: $17B → $15.7B (-$1.33B)
22% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 209
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$491M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$103M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$72.9M |
| 4 |
DCP
D1 Capital Partners
New York
|
+$50.8M |
| 5 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$45.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$232M |
| 2 |
JP Morgan Chase
New York
|
-$113M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$99.1M |
| 4 |
Millennium Management
New York
|
-$74.6M |
| 5 |
Janus Henderson Group
London,
|
-$71.6M |
SUI Hedge Fund Activity: Q2 2023 in Review
504 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2023, worth a combined $15.7B — down 7.8% from $17B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SUI positions and 52 closed out — a net gain of 3 holders — while 162 added to existing stakes and 209 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $491M. The largest seller was Capital World Investors, cutting an estimated $232M.
- 504 institutional investors held Sun Communities (SUI) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $15.7B of Sun Communities stock for Q2 2023, down 7.8% quarter-over-quarter.
- 55 funds opened new Sun Communities positions in Q2 2023 and 52 closed out, a net change of +3 holders.
- The largest Sun Communities buyer in Q2 2023 was Cohen & Steers, an estimated $491M added.
- The largest Sun Communities seller in Q2 2023 was Capital World Investors, an estimated $232M sold.
Based on aggregated 13F filings for Q2 2023.