We are live on ! Find out more
SUI icon

Sun Communities

527 hedge funds and large institutions have $16.6B invested in Sun Communities in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 187 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

386% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $13.7M

59% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 56

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.06B)

6% more funds holding

Funds holding: 498527 (+29)

0.86% more ownership

Funds ownership: 98.85%99.71% (+0.86%)

1% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 189

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
527
Holders Change
+29
Holders Change %
+5.82%
% of All Funds
7.68%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
89
Increased
187
Reduced
189
Closed
56
Calls
$66.6M
Puts
$13.7M
Net Calls
+$52.9M
Net Calls Change
+$52.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.34B +$752K +6,240 +0%
Cohen & Steers
2
Cohen & Steers
New York
$1.81B -$11.6M -96,093 -0.7%
BlackRock
3
BlackRock
New York
$1.48B +$25.9M +215,417 +2%
State Street
4
State Street
Massachusetts
$798M +$2.49M +20,689 +0.3%
Principal Financial Group
5
Principal Financial Group
Iowa
$611M +$5.5M +45,700 +1%
Norges Bank
6
Norges Bank
Norway
$576M +$194M +1,607,101 +59%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$361M +$35.2M +291,879 +12%
JP Morgan Chase
8
JP Morgan Chase
New York
$359M -$467M -3,879,791 -59%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$347M +$3.83M +31,831 +1%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$336M +$24.2M +201,325 +9%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$294M +$191M +1,582,871 +258%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$293M +$8.2M +68,113 +3%
Invesco
13
Invesco
Georgia
$289M -$50.6M -419,797 -16%
CIM
14
Centersquare Investment Management
Pennsylvania
$277M -$11.2M -93,110 -4%
Morgan Stanley
15
Morgan Stanley
New York
$267M +$112M +932,620 +87%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$238M +$606K +5,031 +0.3%
Deutsche Bank
17
Deutsche Bank
Germany
$224M +$153M +1,267,081 +310%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$180M
Legal & General Group
19
Legal & General Group
United Kingdom
$178M +$1.09M +9,063 +0.7%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$178M +$68.7M +570,329 +75%
N
21
Nuveen
North Carolina
$164M -$24M -199,174 -14%
UBS AM
22
UBS AM
Illinois
$157M +$6.31M +52,364 +5%
DPIM
23
Duff & Phelps Investment Management
Illinois
$156M +$3.15M +26,170 +2%
Charles Schwab
24
Charles Schwab
California
$140M +$3.8M +31,560 +3%
PI
25
PGGM Investments
Netherlands
$125M -$19.9M -165,499 -15%