Sunstone Hotel Investors
197 hedge funds and large institutions have $3.32B invested in Sunstone Hotel Investors in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 108 increasing their positions, 62 reducing their positions, and 32 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
74% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 62
16% more capital invested
Capital invested by funds: $2.87B → $3.32B (+$454M)
0.21% less ownership
Funds ownership: 111.49% → 111.28% (-0.21%)
3% less funds holding
Funds holding: 204 → 197 (-7)
19% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$34.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$28.4M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$26.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$24.8M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$70.9M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$20.1M |
| 3 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$19.7M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$17.1M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$15.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
226
IFP Advisors
Tampa,
Florida
| – | -$1K | -52 | Closed |
|
227
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$406 | +33 | New |
|
SHO Hedge Fund Activity: Q1 2016 in Review
197 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2016, worth a combined $3.32B — up 16% from $2.87B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of SHO and 26 opened new positions — a net loss of 6 holders — while 62 trimmed existing stakes and 108 added.
The largest buyer was JP Morgan Chase, adding an estimated $34.6M. The largest seller was Cohen & Steers, cutting an estimated $70.9M.
- 197 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2016, down from 204 in Q4 2015.
- Funds reported $3.32B of Sunstone Hotel Investors stock for Q1 2016, up 16% quarter-over-quarter.
- 26 funds opened new Sunstone Hotel Investors positions in Q1 2016 and 32 closed out, a net change of -6 holders.
- The largest Sunstone Hotel Investors buyer in Q1 2016 was JP Morgan Chase, an estimated $34.6M added.
- The largest Sunstone Hotel Investors seller in Q1 2016 was Cohen & Steers, an estimated $70.9M sold.
Based on aggregated 13F filings for Q1 2016.