Free · no sign-up · Q2 2026

Which funds own SUI

Sun Cmntys Inc in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $1.9bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 4; at least, of 91 current
Combined value: $1.9bn; as reported
Opened: 0; new this quarter
Added to: 2; already held
Trimmed or sold out: 3; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Dodge & Cox Value · $191bn book	$1.1bn	0.6%	9,500,781	-$658m-4,765,249	Trimmed
Wellington Management Group LLP Long-only · $580bn book	$646m	0.1%	5,390,114	-$90m-452,804	Trimmed
Balyasny Asset Management LLC Multi-strategy · $80.2bn book	$104m	0.1%	866,101	+$51m+444,173	Added
Hudson Bay Capital Management LP Multi-strategy · $36.8bn book	$56m	0.2%	463,853	+$36m+310,035	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Marshall Wace LLP · Quantitative$30m held before

Ownership through time

At least 9 of the 95 managers whose filings are on file listed SUI in Q2 2026, against 1 in Q2 2013. 1 manager fewer than in Q1 2026: 1 listed it again; 2 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Balyasny Asset Management LLC421,928 to 866,101 shares+$53m
Hudson Bay Capital Management LP153,818 to 463,853 shares+$37m
Woodline Partners LP129,263 to 178,657 shares+$5.9m
Freestone Grove Partners LP7,591 to 26,155 shares+$2.2m

Largest decreases, by shares

Dodge & Cox14,266,030 to 9,500,781 shares-$571m
Wellington Management Group LLP5,842,918 to 5,390,114 shares-$54m
T. Rowe Price Associates Inc5,529,426 to 5,389,029 shares-$17m
Baillie Gifford & Co38,096 to 29,798 shares-$995k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Dodge & Cox	Q1 2024	$1.9bn	$1.1bn
Wellington Management Group LLP	Q4 2021	$736m	$646m
T. Rowe Price Associates Inc	Q2 2020	$891m	$646m
Millennium Management LLC	Q1 2014	$217m	$170m
Balyasny Asset Management LLC	Q4 2015	$104m	$104m
Hudson Bay Capital Management LP	Q2 2025	$56m	$56m
Woodline Partners LP	Q3 2024	$29m	$21m
Baillie Gifford & Co	Q4 2023	$14m	$3.6m
Freestone Grove Partners LP	Q4 2024	$3.1m	$3.1m
Fidelity (FMR LLC)	Q2 2013	$996m	last listed Q1 2026
Capital World Investors	Q4 2018	$800m	last listed Q2 2023
MFS Investment Management	Q3 2016	$399m	last listed Q3 2025
Invesco Ltd	Q3 2016	$373m	last listed Q4 2023
AllianceBernstein LP	Q1 2018	$316m	last listed Q3 2022
Citadel Advisors LLC	Q1 2019	$188m	last listed Q2 2023
Renaissance Technologies LLC	Q2 2017	$159m	last listed Q4 2021
Janus Henderson Group Ltd	Q4 2013	$154m	last listed Q1 2023
Neuberger Berman Group LLC	Q3 2019	$71m	last listed Q2 2025
D. E. Shaw & Co.	Q4 2021	$70m	last listed Q4 2021

What SUI is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around SUI →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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