Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SUN CMNTYS INC (SUI)

508 + Investors. Track Smart Money conviction in SUI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +41
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — SUI

Based on 501 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SUI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
501 hedge funds hold SUI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟡

Slight buying edge — 53% buying

258 buying233 selling
Last quarter: 258 funds bought or added vs 233 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new SUI position: 66 → 41 → 79 → 97. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 17% medium 18% new
327 out of 501 hedge funds have held SUI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

53 → 66 → 41 → 79 → 97 new funds/Q
New funds entering each quarter: 66 → 41 → 79 → 97. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 11% 1-2yr 20% new
Of 508 current holders: 352 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
43 of 501 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SUI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SUI

How many hedge funds hold SUI — quarterly history vs. share price
Quarterly hedge fund ownership of SUI vs. share price

Market Analysis: SUI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SUI

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

68 top-rated funds 0 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SUI
2026 Q1 Stats Unlock in 18 days 508 + Investors

Track Smart Money conviction in SUI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 508 469 8.32%
13F Shares 120M 114M 5.28%
Total Value $14.19B $13.89B 2.16%
New Positions 97 81 +16
Increased Positions 172 163 +9
Closed Positions 58 53 +5
Reduced Positions 185 167 +18
Total Calls 5 4 25.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.6 1.25 Bullish

Statistics: SUI

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

508 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SUI. Verified SEC 13F-HR filings.

Top 25 institutional holders of SUI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cannon Global Investment Management, LLC 2.93% 11,900 $1.5M
2 Aurora Investment Managers, LLC. 2.58% 27,838 $4K
3 Cascade Investment Advisors, Inc. 0.80% 10,698 $1.3M
4 AEW CAPITAL MANAGEMENT L P 0.61% 66,967 $8.4M
5 WHITTIER TRUST CO 0.33% 227,245 $29.1M
6 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.32% 47,600 $6.0M
7 Adams Asset Advisors, LLC 0.31% 22,270 $2.8M
8 South Shore Capital Advisors 0.31% 3,359 $423K
9 Braeburn Wealth Management LLC 0.25% 3,426 $432K
10 WHITTIER TRUST CO OF NEVADA INC 0.24% 90,800 $11.6M
11 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.22% 8,950 $1.1M
12 MQS Management LLC 0.22% 2,558 $322K
13 Impact Investors, Inc 0.18% 2,025 $255K
14 ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 0.17% 4,454 $561K
15 Inspire Investing, LLC 0.16% 14,987 $1.9M
16 PURSUE WEALTH PARTNERS LLC 0.15% 1,992 $251K
17 Naviter Wealth, LLC 0.14% 8,635 $1.1M
18 AZZAD ASSET MANAGEMENT INC /ADV 0.13% 9,822 $1.2M
19 SkyOak Wealth, LLC 0.11% 4,589 $578K
20 Balboa Wealth Partners 0.10% 4,657 $587K
21 WBH ADVISORY INC 0.09% 9,110 $1.2M
22 State of Alaska, Department of Revenue 0.08% 61,156 $8K
23 AMERICAN NATIONAL BANK & TRUST 0.07% 6,000 $756K
24 Central Pacific Bank - Trust Division 0.07% 4,450 $561K
25 STRS OHIO 0.06% 121,933 $15.4M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SUN CMNTYS INC (SUI)

What does the Smart Money Trend signal show for SUI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SUI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SUI?

Slight buying edge — 53% buying: Last quarter: 258 funds bought or added vs 233 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SUI holders?

Elite ownership — 62% AUM from top-100 funds: 43 of 501 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SUI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SUI?

65% of holders stayed for 2+ years: 327 out of 501 hedge funds have held SUI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.