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Sunstone Hotel Investors

232 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $645K | Put options by funds: $247K

11% more capital invested

Capital invested by funds: $1.97B → $2.2B (+$225M)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0% more funds holding

Funds holding: 231232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

2.1% less ownership

Funds ownership: 101.76%99.66% (-2.1%)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
87
Reduced
87
Closed
30
Calls
$645K
Puts
$247K
Net Calls
+$398K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$891 +$818 +83 New
PA
227
Parallel Advisors
California
$740 +$39 +4 +6%
PWMG
228
Private Wealth Management Group
New Jersey
$601 +$552 +56 New
FWM
229
Focused Wealth Management
New York
$507
AWM
230
Abound Wealth Management
Tennessee
$387
FFA
231
Farther Finance Advisors
California
$225 -$2.75K -279 -93%
PFBT
232
Parkside Financial Bank & Trust
Missouri
$172 +$158 +16 New
HA
233
Heartland Advisors
Wisconsin
-$7.36M -787,400 Closed
EP
234
Edgestream Partners
New Jersey
-$4.73M -505,918 Closed
SG Americas Securities
235
SG Americas Securities
New York
-$3.49M -373,064 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
236
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$3.07M -328,423 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
237
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.13M -228,200 Closed
WBC
238
Westpac Banking Corp
Australia
-$1.35M -144,687 Closed
EGM
239
Engineers Gate Manager
New York
-$585K -62,578 Closed
APG Asset Management
240
APG Asset Management
Netherlands
-$573K -61,300 Closed
MYAM
241
Meiji Yasuda Asset Management
Japan
-$547K -58,480 Closed
GCP
242
GSA Capital Partners
United Kingdom
-$473K -50,627 Closed
GAM
243
Gotham Asset Management
New York
-$434K -46,432 Closed
CCIA
244
Campbell & Co Investment Adviser
Maryland
-$428K -45,729 Closed
N
245
Natixis
France
-$350K -37,400 Closed
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
-$342K -36,546 Closed
CWA
247
Clearview Wealth Advisors
Oregon
-$322K -34,449 Closed
VCA
248
Verdence Capital Advisors
Maryland
-$245K -26,216 Closed
AWS
249
Atria Wealth Solutions
New York
-$206K -21,886 Closed
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
-$201K -21,447 Closed

SHO Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2023, worth a combined $2.2B — up 11% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 30 closed out — a net gain of 2 holders — while 87 added to existing stakes and 87 trimmed.

The largest buyer was Tarsadia Capital, adding an estimated $30.2M. The largest seller was Principal Financial Group, cutting an estimated $64.9M.

  • 232 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q4 2023, up 11% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2023 and 30 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2023 was Tarsadia Capital, an estimated $30.2M added.
  • The largest Sunstone Hotel Investors seller in Q4 2023 was Principal Financial Group, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2023.