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Sun Communities

475 hedge funds and large institutions have $15.9B invested in Sun Communities in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 162 increasing their positions, 194 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 98.48%101.17% (+2.7%)

4% less capital invested

Capital invested by funds: $16.6B → $15.9B (-$736M)

8% less funds holding

Funds holding: 515475 (-40)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 194

36% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 88

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

74% less call options, than puts

Call options by funds: $23.8M | Put options by funds: $91.6M

Holders
475
Holders Change
-40
Holders Change %
-7.77%
% of All Funds
6.26%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
56
Increased
162
Reduced
194
Closed
88
Calls
$23.8M
Puts
$91.6M
Net Calls
-$67.8M
Net Calls Change
-$118M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.16B -$1.43M -11,191 -0.1%
Cohen & Steers
2
Cohen & Steers
New York
$2.01B +$488M +3,811,528 +30%
BlackRock
3
BlackRock
New York
$1.26B -$87.7M -684,892 -6%
Dodge & Cox
4
Dodge & Cox
California
$1.18B +$467M +3,644,853 +61%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$974M +$344M +2,684,214 +51%
Norges Bank
6
Norges Bank
Norway
$889M -$7.35M -57,445 -0.8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$682M +$117M +911,857 +20%
State Street
8
State Street
Massachusetts
$620M +$2.56M +20,036 +0.4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$361M -$2.44M -19,089 -0.6%
Daiwa Securities Group
10
Daiwa Securities Group
Japan
$288M +$56.7M +442,557 +23%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$263M +$6.25M +48,846 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$225M +$6.32M +49,404 +3%
CIM
13
Centersquare Investment Management
Pennsylvania
$191M -$65M -508,140 -25%
UBS AM
14
UBS AM
Illinois
$168M +$5.23M +40,832 +3%
PI
15
PGGM Investments
Netherlands
$144M
Charles Schwab
16
Charles Schwab
California
$138M +$6.13M +47,899 +4%
Northern Trust
17
Northern Trust
Illinois
$136M +$46.2M +360,774 +48%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$127M -$1.79M -14,000 -1%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$124M +$68.1M +531,880 +112%
Legal & General Group
20
Legal & General Group
United Kingdom
$123M -$12.3M -96,319 -9%
Morgan Stanley
21
Morgan Stanley
New York
$117M -$7.08M -55,330 -5%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$114M +$34.3M +267,695 +40%
JP Morgan Chase
23
JP Morgan Chase
New York
$111M -$11.5M -90,134 -9%
SEI Investments
24
SEI Investments
Pennsylvania
$101M +$22.1M +172,924 +27%
CIMLRA
25
CBRE Investment Management Listed Real Assets
Pennsylvania
$100M -$55.4M -432,966 -35%

SUI Hedge Fund Activity: Q4 2024 in Review

475 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sun Communities (SUI) for Q4 2024, worth a combined $15.9B — down 4.4% from $16.6B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of SUI and 56 opened new positions — a net loss of 32 holders — while 194 trimmed existing stakes and 162 added.

The largest buyer was Cohen & Steers, adding an estimated $488M. The largest seller was Principal Financial Group, cutting an estimated $299M.

  • 475 institutional investors held Sun Communities (SUI) as of Q4 2024, down from 515 in Q3 2024.
  • Funds reported $15.9B of Sun Communities stock for Q4 2024, down 4.4% quarter-over-quarter.
  • 56 funds opened new Sun Communities positions in Q4 2024 and 88 closed out, a net change of -32 holders.
  • The largest Sun Communities buyer in Q4 2024 was Cohen & Steers, an estimated $488M added.
  • The largest Sun Communities seller in Q4 2024 was Principal Financial Group, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2024.