Sun Communities
SUI
516 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, 175 increasing their positions, 206 reducing their positions, and 53 closing their positions.
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
15% 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: 8 → 9 (+1)
1.85% more ownership
Funds ownership: 96.62% → 98.47% (+1.9%)
2% more funds holding
Funds holding: 507 → 516 (+9)
15% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 206
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$188M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$159M |
| 3 |
Cohen & Steers
New York
|
+$156M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$117M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$81.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$132M |
| 2 |
JP Morgan Chase
New York
|
-$83.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$79.2M |
| 4 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
-$68.4M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$49.6M |
SUI Hedge Fund Activity: Q3 2024 in Review
516 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q3 2024, worth a combined $16.6B — up 15% from $14.5B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SUI positions and 53 closed out — a net gain of 15 holders — while 175 added to existing stakes and 206 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $188M. The largest seller was Principal Financial Group, cutting an estimated $132M.
- 516 institutional investors held Sun Communities (SUI) as of Q3 2024, up from 507 in Q2 2024.
- Funds reported $16.6B of Sun Communities stock for Q3 2024, up 15% quarter-over-quarter.
- 68 funds opened new Sun Communities positions in Q3 2024 and 53 closed out, a net change of +15 holders.
- The largest Sun Communities buyer in Q3 2024 was Fidelity Investments, an estimated $188M added.
- The largest Sun Communities seller in Q3 2024 was Principal Financial Group, an estimated $132M sold.
Based on aggregated 13F filings for Q3 2024.