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SHO.PRD

SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD
SHO.PRD

Delisted

SHO.PRD was delisted on the 3rd of March, 2016.

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22 hedge funds and large institutions have $92.7M invested in SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

5% more funds holding

Funds holding: 21 → 22 (+1)

3% more capital invested

Capital invested by funds: $89.7M → $92.7M (+$2.94M)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.1M
2
Deutsche Bank
Deutsche Bank
Germany
+$159K
3
ECM
EII Capital Management
New York
+$61.5K
4
NIMC
NWQ Investment Management Company
California
+$30.7K
5
Creative Planning
Creative Planning
Kansas
+$5.12K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$1.1M
2
ClearBridge Investments
ClearBridge Investments
New York
-$668K
3
ACI
AMP Capital Investors
Australia
-$217K
4
SOAMC
Spirit of America Management Corp
New York
-$140K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$123K
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1
Forward Management
California
$18.8M – – –
Cohen & Steers
2
Cohen & Steers
New York
$16M -$1.1M -42,850 -6%
EVM
3
Eaton Vance Management
Massachusetts
$13.3M – – –
Deutsche Bank
4
Deutsche Bank
Germany
$10.3M +$159K +6,213 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$10M +$2.1M +82,000 +27%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$5.14M – – –
AllianceBernstein
7
AllianceBernstein
Tennessee
$5M -$123K -4,800 -2%
SCRM
8
Security Capital Research & Management
Illinois
$3.32M – – –
RA
9
RMR Advisors
Massachusetts
$2.81M – – –
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.06M – – –
ClearBridge Investments
11
ClearBridge Investments
New York
$1.89M -$668K -26,064 -26%
HRES
12
Heitman Real Estate Securities
Illinois
$1.05M – – –
JP Morgan Chase
13
JP Morgan Chase
New York
$825K – – –
NIMC
14
NWQ Investment Management Company
California
$824K +$30.7K +1,200 +4%
DLG
15
Daniel L. Goodwin
$591K – – –
SOAMC
16
Spirit of America Management Corp
New York
$529K -$140K -5,460 -21%
WRM
17
Westport Resources Management
Connecticut
$78K – – –
ECM
18
EII Capital Management
New York
$62K +$61.5K +2,400 New
Wells Fargo
19
Wells Fargo
California
$51K – – –
OAM
20
Orinda Asset Management
California
$24K -$58.3K -2,275 -71%
Creative Planning
21
Creative Planning
Kansas
$5K +$5.12K +200 New
Barclays
22
Barclays
United Kingdom
$2K +$640 +25 +36%
ACI
23
AMP Capital Investors
Australia
– -$217K -8,662 Closed

SHO.PRD Hedge Fund Activity: Q1 2014 in Review

22 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD (SHO.PRD) for Q1 2014, worth a combined $92.7M — up 3.3% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SHO.PRD positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.1M. The largest seller was Cohen & Steers, cutting an estimated $1.1M.

  • 22 institutional investors held SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD (SHO.PRD) as of Q1 2014, up from 21 in Q4 2013.
  • Funds reported $92.7M of SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD stock for Q1 2014, up 3.3% quarter-over-quarter.
  • 2 funds opened new SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD positions in Q1 2014 and 1 closed out, a net change of +1 holder.
  • The largest SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD buyer in Q1 2014 was Fidelity Investments, an estimated $2.1M added.
  • The largest SUNSTONE HOTEL INVESTORS, INC 8.0% SER D CUM REDM PFD seller in Q1 2014 was Cohen & Steers, an estimated $1.1M sold.

Based on aggregated 13F filings for Q1 2014.