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Sun Communities

501 hedge funds and large institutions have $15.6B invested in Sun Communities in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 173 increasing their positions, 201 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $7.64M | Put options by funds: $4.19M

1.73% less ownership

Funds ownership: 99.71%97.98% (-1.7%)

5% less funds holding

Funds holding: 527501 (-26)

6% less capital invested

Capital invested by funds: $16.6B → $15.6B (-$1B)

14% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 201

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

29% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 75

Holders
501
Holders Change
-26
Holders Change %
-4.93%
% of All Funds
7.22%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
53
Increased
173
Reduced
201
Closed
75
Calls
$7.64M
Puts
$4.19M
Net Calls
+$3.44M
Net Calls Change
-$49.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.26B +$3.35M +25,838 +0.1%
BlackRock
2
BlackRock
New York
$1.45B +$24M +185,169 +2%
Cohen & Steers
3
Cohen & Steers
New York
$1.34B -$406M -3,130,864 -23%
Dodge & Cox
4
Dodge & Cox
California
$697M +$703M +5,418,615 New
State Street
5
State Street
Massachusetts
$683M -$85.5M -658,689 -11%
Norges Bank
6
Norges Bank
Norway
$644M +$90.6M +697,680 +16%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$492M +$146M +1,127,501 +42%
Principal Financial Group
8
Principal Financial Group
Iowa
$471M -$117M -903,730 -20%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$425M +$143M +1,105,306 +50%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$365M +$42.1M +324,059 +13%
JP Morgan Chase
11
JP Morgan Chase
New York
$295M -$50.7M -390,541 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$294M +$12.3M +94,738 +4%
CIM
13
Centersquare Investment Management
Pennsylvania
$242M +$12.5M +96,529 +5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$228M -$1.05M -8,051 -0.5%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$228M -$107M -826,733 -32%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$183M +$9.65M +74,310 +6%
Legal & General Group
17
Legal & General Group
United Kingdom
$168M -$3.38M -25,998 -2%
N
18
Nuveen
North Carolina
$161M +$3.42M +26,317 +2%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$153M -$17.4M -134,310 -10%
UBS AM
20
UBS AM
Illinois
$152M +$195K +1,499 +0.1%
Charles Schwab
21
Charles Schwab
California
$138M +$3.43M +26,410 +3%
Morgan Stanley
22
Morgan Stanley
New York
$135M -$124M -953,015 -48%
Deutsche Bank
23
Deutsche Bank
Germany
$131M -$85.4M -657,787 -39%
CIMLRA
24
CBRE Investment Management Listed Real Assets
Pennsylvania
$128M +$79M +608,420 +156%
Invesco
25
Invesco
Georgia
$111M -$169M -1,299,544 -60%