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Sun Communities

506 hedge funds and large institutions have $14.5B invested in Sun Communities in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 158 increasing their positions, 210 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $7.66M

21% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 56

1% more funds holding

Funds holding: 501506 (+5)

1.36% less ownership

Funds ownership: 97.98%96.62% (-1.4%)

7% less capital invested

Capital invested by funds: $15.6B → $14.5B (-$1.1B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

25% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 210

Holders
506
Holders Change
+5
Holders Change %
+1%
% of All Funds
7.31%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
68
Increased
158
Reduced
210
Closed
56
Calls
$33.4M
Puts
$7.66M
Net Calls
+$25.7M
Net Calls Change
+$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.14B +$20.6M +173,105 +1%
Cohen & Steers
2
Cohen & Steers
New York
$1.37B +$111M +933,581 +9%
BlackRock
3
BlackRock
New York
$1.34B -$12M -100,929 -0.9%
Norges Bank
4
Norges Bank
Norway
$802M +$197M +1,657,807 +33%
Dodge & Cox
5
Dodge & Cox
California
$671M +$18.8M +158,125 +3%
State Street
6
State Street
Massachusetts
$635M -$4.46M -37,513 -0.7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$458M -$2.73M -22,998 -0.6%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$451M +$52.7M +443,710 +13%
Principal Financial Group
9
Principal Financial Group
Iowa
$420M -$20.6M -173,023 -5%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$355M +$13.3M +111,569 +4%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$264M +$50.5M +424,842 +24%
CIM
12
Centersquare Investment Management
Pennsylvania
$260M -$1.53M -12,869 -0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$258M -$17M -143,361 -6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$215M +$1.26M +10,592 +0.6%
JP Morgan Chase
15
JP Morgan Chase
New York
$196M -$79.8M -671,325 -29%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$171M -$74.4K -626 -0%
PI
17
PGGM Investments
Netherlands
$150M +$91.1M +767,126 +160%
N
18
Nuveen
North Carolina
$144M -$7.18M -60,449 -5%
CIMLRA
19
CBRE Investment Management Listed Real Assets
Pennsylvania
$141M +$20.6M +173,097 +17%
Legal & General Group
20
Legal & General Group
United Kingdom
$141M -$16.6M -140,005 -11%
Morgan Stanley
21
Morgan Stanley
New York
$132M +$6.42M +54,052 +5%
Charles Schwab
22
Charles Schwab
California
$129M +$56.3K +474 +0%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$113M -$30.3M -255,117 -21%
Northern Trust
24
Northern Trust
Illinois
$98.6M +$2.94M +24,707 +3%
Deutsche Bank
25
Deutsche Bank
Germany
$91.6M -$30.6M -257,468 -25%

SUI Hedge Fund Activity: Q2 2024 in Review

506 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q2 2024, worth a combined $14.5B — down 7% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SUI positions and 56 closed out — a net gain of 12 holders — while 158 added to existing stakes and 210 trimmed.

The largest buyer was Norges Bank, adding an estimated $197M. The largest seller was UBS AM, cutting an estimated $126M.

  • 506 institutional investors held Sun Communities (SUI) as of Q2 2024, up from 501 in Q1 2024.
  • Funds reported $14.5B of Sun Communities stock for Q2 2024, down 7% quarter-over-quarter.
  • 68 funds opened new Sun Communities positions in Q2 2024 and 56 closed out, a net change of +12 holders.
  • The largest Sun Communities buyer in Q2 2024 was Norges Bank, an estimated $197M added.
  • The largest Sun Communities seller in Q2 2024 was UBS AM, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.