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Sunstone Hotel Investors

227 hedge funds and large institutions have $2.17B invested in Sunstone Hotel Investors in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $406K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

4% more funds holding

Funds holding: 219227 (+8)

1% less capital invested

Capital invested by funds: $2.2B → $2.17B (-$27.4M)

3.4% less ownership

Funds ownership: 106.95%103.55% (-3.4%)

15% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 92

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
78
Reduced
92
Closed
22
Calls
$1.02M
Puts
$406K
Net Calls
+$612K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Abound Wealth Management
Tennessee
$365 +$359 +36 New
GRP
227
Global Retirement Partners
California
$283
FCM
228
Frontier Capital Management
Massachusetts
-$14.8M -1,497,910 Closed
PCM
229
Peregrine Capital Management
Minnesota
-$9.81M -992,451 Closed
LPC
230
Long Pond Capital
New York
-$8.89M -900,192 Closed
CCM
231
Cinctive Capital Management
New York
-$4.96M -502,514 Closed
ZCM
232
Ziegler Capital Management
Illinois
-$3.62M -366,160 Closed
BAMCO Inc
233
BAMCO Inc
New York
-$1.04M -105,049 Closed
VI
234
Versor Investments
New York
-$445K -45,000 Closed
Capital Fund Management (CFM)
235
Capital Fund Management (CFM)
France
-$365K -36,913 Closed
SAM
236
Storebrand Asset Management
Norway
-$256K -25,868 Closed
Verition Fund Management
237
Verition Fund Management
Connecticut
-$217K -21,935 Closed
Stifel Financial
238
Stifel Financial
Missouri
-$178K -18,056 Closed
AP
239
Advisors Preferred
Maryland
-$166K -17,023 Closed
YIH
240
Y-Intercept (HK)
Hong Kong
-$151K -15,301 Closed
WG
241
Winton Group
United Kingdom
-$135K -13,707 Closed
MFS
242
Mirabella Financial Services
United Kingdom
-$117K -11,812 Closed
NB
243
Norinchukin Bank
Japan
-$99K -10,020 Closed
EI
244
Ellevest Inc
New York
-$12.9K -1,305 Closed
S
245
SignatureFD
Georgia
-$4.37K -442 Closed
RCM
246
Rain Capital Management
Oregon
-$2.99K -303 Closed
PWMG
247
Prestige Wealth Management Group
New Jersey
-$815 -82 Closed
MCM
248
Manchester Capital Management
Vermont
-$712 -72 Closed

SHO Hedge Fund Activity: Q2 2023 in Review

227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2023, worth a combined $2.17B — down 1.2% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 22 closed out — a net gain of 8 holders — while 78 added to existing stakes and 92 trimmed.

The largest buyer was Franklin Resources, adding an estimated $13.2M. The largest seller was Balyasny Asset Management, cutting an estimated $31.4M.

  • 227 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2023, up from 219 in Q1 2023.
  • Funds reported $2.17B of Sunstone Hotel Investors stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q2 2023 and 22 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2023 was Franklin Resources, an estimated $13.2M added.
  • The largest Sunstone Hotel Investors seller in Q2 2023 was Balyasny Asset Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.