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SUNS

Sunrise Realty Trust
SUNS

59 hedge funds and large institutions have $34.5M invested in Sunrise Realty Trust in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

8% more capital invested

Capital invested by funds: $32.1M → $34.5M (+$2.47M)

4% more funds holding

Funds holding: 57 → 59 (+2)

3.2% more ownership

Funds ownership: 32.12% → 35.33% (+3.2%)

Holders
59
Holders Change
+2
Holders Change %
+3.51%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$610K
2
Marshall Wace
Marshall Wace
United Kingdom
+$487K
3
Citadel Advisors
Citadel Advisors
Florida
+$365K
4
BCA
Bay Colony Advisors
Massachusetts
+$162K
5
JP Morgan Chase
JP Morgan Chase
New York
+$152K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$686K
2
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
-$499K
3
PCM
Penserra Capital Management
California
-$365K
4
LSV Asset Management
LSV Asset Management
Illinois
-$115K
5
WA
Wasatch Advisors
Utah
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
51
GAMMA Investing
California
$1.21K +$997 +69 +406%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$1K +$173 +12 +44%
MWA
53
Medallion Wealth Advisors
Connecticut
$690 +$708 +49 New
EWA
54
EverSource Wealth Advisors
Alabama
$479 +$491 +34 New
ME
55
McIlrath & Eck
Washington
$465 +$477 +33 New
AF
56
Allworth Financial
California
$395 – – –
LC
57
Lindbrook Capital
California
$394 – – –
AAP
58
Arax Advisory Partners
Colorado
$184 -$823 -57 -81%
IA
59
IFP Advisors
Florida
$113 – – –
PCM
60
Penserra Capital Management
California
– -$365K -25,387 Closed
LSV Asset Management
61
LSV Asset Management
Illinois
– -$115K -7,976 Closed
Group One Trading
62
Group One Trading
Illinois
– -$8.33K -579 Closed
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
– -$7.55K -525 Closed
VWM
64
Venturi Wealth Management
Texas
– -$4.42K -307 Closed
Jones Financial Companies
65
Jones Financial Companies
Missouri
– -$1.47K -100 Closed
CFGS
66
Concourse Financial Group Securities
Alabama
– -$231 -16 Closed
FAM
67
Flaharty Asset Management
Florida
– -$230 -16 Closed
CPA
68
Capital Performance Advisors
California
– -$43 -3 Closed
1 2
3

SUNS Hedge Fund Activity: Q4 2024 in Review

59 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Sunrise Realty Trust (SUNS) for Q4 2024, worth a combined $34.5M — up 7.7% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SUNS positions and 9 closed out — a net gain of 2 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $610K. The largest seller was BlackRock, cutting an estimated $686K.

  • 59 institutional investors held Sunrise Realty Trust (SUNS) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $34.5M of Sunrise Realty Trust stock for Q4 2024, up 7.7% quarter-over-quarter.
  • 11 funds opened new Sunrise Realty Trust positions in Q4 2024 and 9 closed out, a net change of +2 holders.
  • The largest Sunrise Realty Trust buyer in Q4 2024 was Renaissance Technologies, an estimated $610K added.
  • The largest Sunrise Realty Trust seller in Q4 2024 was BlackRock, an estimated $686K sold.

Based on aggregated 13F filings for Q4 2024.