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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
WA
1
Wasatch Advisors
Utah
$8.57M -$114K -7,920 -1%
BlackRock
2
BlackRock
New York
$6.26M -$686K -47,519 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.98M +$15.1K +1,045 +0.4%
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.2M -$303 -21 -0%
CP
5
Castalian Partners
Minnesota
$2.71M +$2.78M +192,401 New
State Street
6
State Street
Massachusetts
$1.9M +$124K +8,607 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.77M +$27.3K +1,887 +2%
Northern Trust
8
Northern Trust
Illinois
$655K -$46.4K -3,214 -6%
Renaissance Technologies
9
Renaissance Technologies
New York
$594K +$610K +42,200 New
Marshall Wace
10
Marshall Wace
United Kingdom
$475K +$487K +33,705 New
Citadel Advisors
11
Citadel Advisors
Florida
$356K +$365K +25,299 New
Morgan Stanley
12
Morgan Stanley
New York
$342K -$30.6K -2,122 -8%
JP Morgan Chase
13
JP Morgan Chase
New York
$300K +$152K +10,511 +98%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$297K -$95.4K -6,602 -24%
Los Angeles Capital Management
15
Los Angeles Capital Management
California
$293K -$72.2K -5,000 -19%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$267K +$50.7K +3,513 +23%
Goldman Sachs
17
Goldman Sachs
New York
$256K +$63.3K +4,384 +32%
Invesco
18
Invesco
Georgia
$252K +$3.22K +223 +1%
Charles Schwab
19
Charles Schwab
California
$226K – – –
BCM
20
Bridgeway Capital Management
Texas
$199K – – –
UBS Group
21
UBS Group
Switzerland
$193K +$132K +9,105 +198%
N
22
Nuveen
North Carolina
$183K – – –
BCA
23
Bay Colony Advisors
Massachusetts
$158K +$162K +11,242 New
SWM
24
Spire Wealth Management
Virginia
$137K +$141K +9,763 New
CCA
25
Catalyst Capital Advisors
New York
$122K – – –
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.