Sunstone Hotel Investors
213 hedge funds and large institutions have $2.6B invested in Sunstone Hotel Investors in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 24 closing their positions.
210% more call options, than puts
Call options by funds: $257K | Put options by funds: $83K
33% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 24
3% more funds holding
Funds holding: 207 → 213 (+6)
1.05% more ownership
Funds ownership: 100.47% → 101.52% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less capital invested
Capital invested by funds: $2.63B → $2.6B (-$30.4M)
1% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 83
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$95.4M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$40.3M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$14.4M |
| 4 |
Neuberger Berman Group
New York
|
+$14.2M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$116M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$64.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$11.4M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$8.05M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$7.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VI
226
Versor Investments
New York
| – | -$150K | -12,581 | Closed |
|
|
SI
227
Stephens Inc
Little Rock,
Arkansas
| – | -$135K | -11,290 | Closed |
|
|
OC
228
Oppenheimer & Co
New York
| – | -$124K | -10,404 | Closed |
|
229
Simplex Trading
Chicago,
Illinois
| – | -$88.7K | -7,412 | Closed |
|
|
OSAM
230
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$82K | -6,859 | Closed |
|
|
LWM
231
Liberty Wealth Management
Oakland,
California
| – | -$16K | -1,342 | Closed |
|
|
BMD
232
Better Money Decisions
Santa Fe,
New Mexico
| – | -$15K | -1,215 | Closed |
|
|
AF
233
Allworth Financial
Folsom,
California
| – | -$11.9K | -994 | -97% |
|
234
Bessemer Group
Woodbridge,
New Jersey
| – | -$10K | -863 | Closed |
|
|
GRP
235
Global Retirement Partners
San Rafael,
California
| – | -$4K | -374 | Closed |
|
|
M
236
MOTCO
San Antonio,
Texas
| – | -$2K | -139 | Closed |
|
237
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$299 | +25 | New |
|
SHO Hedge Fund Activity: Q4 2021 in Review
213 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2021, worth a combined $2.6B — down 1.2% from $2.63B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SHO positions and 24 closed out — a net gain of 8 holders — while 82 added to existing stakes and 83 trimmed.
The largest buyer was Zimmer Partners, adding an estimated $95.4M. The largest seller was Invesco, cutting an estimated $116M.
- 213 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2021, up from 207 in Q3 2021.
- Funds reported $2.6B of Sunstone Hotel Investors stock for Q4 2021, down 1.2% quarter-over-quarter.
- 32 funds opened new Sunstone Hotel Investors positions in Q4 2021 and 24 closed out, a net change of +8 holders.
- The largest Sunstone Hotel Investors buyer in Q4 2021 was Zimmer Partners, an estimated $95.4M added.
- The largest Sunstone Hotel Investors seller in Q4 2021 was Invesco, an estimated $116M sold.
Based on aggregated 13F filings for Q4 2021.