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Sun Communities

515 hedge funds and large institutions have $16.6B invested in Sun Communities in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 176 increasing their positions, 205 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $66.9M | Put options by funds: $16.6M

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

14% more capital invested

Capital invested by funds: $14.5B → $16.6B (+$2.1B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

1.87% more ownership

Funds ownership: 96.62%98.48% (+1.9%)

2% more funds holding

Funds holding: 506515 (+9)

14% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 205

Holders
515
Holders Change
+9
Holders Change %
+1.78%
% of All Funds
7.4%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
68
Increased
176
Reduced
205
Closed
53
Calls
$66.9M
Puts
$16.6M
Net Calls
+$50.2M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.37B -$24.8M -188,825 -1%
Cohen & Steers
2
Cohen & Steers
New York
$1.7B +$156M +1,183,545 +10%
BlackRock
3
BlackRock
New York
$1.48B -$32.5M -246,897 -2%
Norges Bank
4
Norges Bank
Norway
$985M +$81.1M +616,860 +9%
Dodge & Cox
5
Dodge & Cox
California
$806M +$50.6M +384,425 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$707M +$188M +1,430,630 +38%
State Street
7
State Street
Massachusetts
$679M -$32.6M -247,994 -5%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$627M +$117M +891,169 +24%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$399M +$432K +3,284 +0.1%
Principal Financial Group
10
Principal Financial Group
Iowa
$336M -$132M -1,003,445 -29%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$282M -$7.24M -55,065 -3%
CIM
12
Centersquare Investment Management
Pennsylvania
$278M -$13.2M -100,631 -5%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$257M -$38.7M -294,421 -13%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$241M -$544K -4,135 -0.2%
UBS AM
15
UBS AM
Illinois
$179M +$159M +1,209,522 +1,061%
CIMLRA
16
CBRE Investment Management Listed Real Assets
Pennsylvania
$169M +$9.85M +74,902 +6%
PI
17
PGGM Investments
Netherlands
$158M -$10.3M -78,114 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$148M -$9.34M -71,012 -6%
Charles Schwab
19
Charles Schwab
California
$145M +$428K +3,254 +0.3%
Canada Pension Plan Investment Board
20
Canada Pension Plan Investment Board
Ontario, Canada
$141M -$49.6M -377,175 -27%
Morgan Stanley
21
Morgan Stanley
New York
$137M -$11.8M -89,991 -8%
N
22
Nuveen
North Carolina
$136M -$24.6M -187,120 -16%
JP Morgan Chase
23
JP Morgan Chase
New York
$134M -$83.6M -635,513 -39%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$130M +$46.7M +355,427 +59%
Northern Trust
25
Northern Trust
Illinois
$101M -$9.55M -72,638 -9%