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Sun Communities
SUI

Overview Fund Activity

496 hedge funds and large institutions have $14.5B invested in Sun Communities in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 205 increasing their positions, 166 reducing their positions, and 58 closing their positions.

Holders
496
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
7.91%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
55
Increased
205
Reduced
166
Closed
58
Calls
$12.1M
Puts
$11.8M
Net Calls
+$320K
Net Calls Change
+$2.56M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$130M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$777M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.62B
4
RC
4
Resolution Capital
Australia
$104M
5
RIM
5
Rush Island Management
New York
$65.1M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$15.1M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$419K
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$66.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$91.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.08B 17,538,195 -10,349 -0.1%
Cohen & Steers
2
Cohen & Steers
New York
$1.62B 13,671,749 +1,007,428 +8%
BlackRock
3
BlackRock
New York
$1.29B 10,872,237 -153,476 -1%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$777M 6,567,246 +1,094,176 +20%
State Street
5
State Street
Massachusetts
$705M 5,911,176 +26,300 +0.4%
Principal Financial Group
6
Principal Financial Group
Iowa
$535M 4,523,701 +84,767 +2%
Norges Bank
7
Norges Bank
Norway
$320M 2,705,635 +414,374 +18%
Invesco
8
Invesco
Georgia
$306M 2,584,211 -26,069 -1%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$304M 2,565,944 +109,598 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$285M 2,406,644 +236,771 +11%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$274M 2,312,909 +16,368 +0.7%
CIM
12
Centersquare Investment Management
Pennsylvania
$257M 2,168,449 +326,529 +18%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$252M 2,129,902 +38,432 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$210M 1,776,975 +32,540 +2%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$169M 1,424,982 -71,752 -5%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$160M 1,348,482 – –
Legal & General Group
17
Legal & General Group
United Kingdom
$157M 1,325,670 -7,642 -0.6%
DPIM
18
Duff & Phelps Investment Management
Illinois
$135M 1,142,358 +12,205 +1%
UBS AM
19
UBS AM
Illinois
$133M 1,124,425 +92,579 +9%
PI
20
PGGM Investments
Netherlands
$130M 1,099,222 +1,099,222 New
Northern Trust
21
Northern Trust
Illinois
$127M 1,074,566 +37,652 +4%
Morgan Stanley
22
Morgan Stanley
New York
$126M 1,066,886 -12,080 -1%
Charles Schwab
23
Charles Schwab
California
$120M 1,013,843 +8,200 +0.8%
ESCM
24
Echo Street Capital Management
New York
$108M 915,942 -31,242 -3%
WCA
25
Waratah Capital Advisors
Ontario, Canada
$108M 908,471 +87,165 +11%
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