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Sunstone Hotel Investors

239 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,943% more call options, than puts

Call options by funds: $572K | Put options by funds: $28K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 232239 (+7)

0% more capital invested

Capital invested by funds: $2.2B → $2.2B (+$765K)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.73% less ownership

Funds ownership: 99.66%96.93% (-2.7%)

14% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 97

Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
83
Reduced
97
Closed
23
Calls
$572K
Puts
$28K
Net Calls
+$544K
Net Calls Change
+$146K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
226
Bessemer Group
New Jersey
$1K
BIA
227
Bell Investment Advisors
California
$936
HNB
228
Huntington National Bank
Ohio
$925
PA
229
Parallel Advisors
California
$769
PWMG
230
Private Wealth Management Group
New Jersey
$624
HI
231
Horizon Investments
North Carolina
$590 +$579 +53 New
AWM
232
Avior Wealth Management
Nebraska
$467 +$459 +42 New
A
233
AlphaQuest
New York
$457 +$448 +41 New
AWM
234
Abound Wealth Management
Tennessee
$402
FFA
235
Farther Finance Advisors
California
$232
RIL
236
Rothschild Investment LLC
Illinois
$223 +$218 +20 New
PFBT
237
Parkside Financial Bank & Trust
Missouri
$179
ECM
238
Everence Capital Management
Indiana
$138
IA
239
IFP Advisors
Florida
$11 -$2.25K -206 -100%
SDIC
240
South Dakota Investment Council
South Dakota
-$2.75M -255,956 Closed
ERSOT
241
Employees Retirement System of Texas
Texas
-$2.04M -190,000 Closed
LIP
242
Lighthouse Investment Partners
Florida
-$1.88M -175,000 Closed
Walleye Trading
243
Walleye Trading
New York
-$1.17M -109,095 Closed
EC
244
Elequin Capital
New York
-$1.16M -108,324 Closed
AM
245
AGF Management
Ontario, Canada
-$873K -81,368 Closed
JF
246
Jump Financial
Illinois
-$657K -61,237 Closed
HS
247
Hazelview Securities
Ontario, Canada
-$608K -56,500 Closed
YIH
248
Y-Intercept (HK)
Hong Kong
-$517K -48,186 Closed
Voloridge Investment Management
249
Voloridge Investment Management
Florida
-$396K -36,866 Closed
XT
250
XTX Topco
Cayman Islands
-$390K -36,360 Closed

SHO Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2024, worth a combined $2.2B — up 0.03% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHO positions and 23 closed out — a net gain of 8 holders — while 83 added to existing stakes and 97 trimmed.

The largest buyer was Macquarie Group, adding an estimated $13M. The largest seller was Morgan Stanley, cutting an estimated $29.4M.

  • 239 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2024, up from 232 in Q4 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q1 2024, up 0.03% quarter-over-quarter.
  • 31 funds opened new Sunstone Hotel Investors positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2024 was Macquarie Group, an estimated $13M added.
  • The largest Sunstone Hotel Investors seller in Q1 2024 was Morgan Stanley, an estimated $29.4M sold.

Based on aggregated 13F filings for Q1 2024.