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Sunstone Hotel Investors

186 hedge funds and large institutions have $2.48B invested in Sunstone Hotel Investors in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 41

19% more capital invested

Capital invested by funds: $2.08B → $2.48B (+$391M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

1% more funds holding

Funds holding: 185186 (+1)

0.49% more ownership

Funds ownership: 100.6%101.09% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
98
Reduced
41
Closed
26
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
26
Daiwa Securities Group
Japan
$22M +$4.14M +314,415 +24%
DCMA
27
Daiwa Capital Markets America
New York
$22M +$21.6M +1,638,769 New
Two Sigma Advisers
28
Two Sigma Advisers
New York
$21.1M +$11.5M +874,300 +125%
O
29
OppenheimerFunds
New York
$21.1M +$784K +59,553 +4%
Norges Bank
30
Norges Bank
Norway
$19.4M
Ameriprise
31
Ameriprise
Minnesota
$18.1M -$2.51M -190,799 -12%
TCIM
32
TIAA CREF Investment Management
New York
$18M +$853K +64,845 +5%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$15.5M +$3.07M +233,376 +25%
Charles Schwab
34
Charles Schwab
California
$15M -$2.37M -179,894 -14%
Two Sigma Investments
35
Two Sigma Investments
New York
$14.9M +$6.69M +508,228 +84%
Barclays
36
Barclays
United Kingdom
$14.5M +$8.03M +610,213 +120%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$14.5M +$9.83M +747,370 +224%
SAM
38
Securian Asset Management
Minnesota
$13.5M +$6.17M +468,800 +87%
CC
39
Carlson Capital
Texas
$12.6M +$12.4M +943,600 New
Fuller & Thaler Asset Management
40
Fuller & Thaler Asset Management
California
$12M +$4.18M +317,800 +55%
Wells Fargo
41
Wells Fargo
California
$10.4M -$303K -23,000 -3%
MC
42
MSD Capital
New York
$10.2M -$4.5M -341,753 -31%
Macquarie Group
43
Macquarie Group
Australia
$10.1M +$2.07M +157,285 +27%
Citadel Advisors
44
Citadel Advisors
Florida
$8.73M +$1.33M +101,033 +18%
Franklin Resources
45
Franklin Resources
California
$8.49M -$279K -21,182 -3%
NTCOC
46
Northern Trust Company of Connecticut
Connecticut
$8.25M +$24.4K +1,856 +0.3%
BIM
47
BlackRock Investment Management
Delaware
$8.24M +$644K +48,952 +9%
Asset Management One
48
Asset Management One
Japan
$8.19M +$97.8K +7,430 +1%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$7.91M -$71.6K -5,438 -0.9%
FIM
50
Foresters Investment Management
New York
$7.3M -$125K -9,500 -2%

SHO Hedge Fund Activity: Q4 2013 in Review

186 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2013, worth a combined $2.48B — up 19% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SHO positions and 26 closed out — a net gain of 1 holder — while 98 added to existing stakes and 41 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $43.5M. The largest seller was Fidelity Investments, cutting an estimated $30.3M.

  • 186 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2013, up from 185 in Q3 2013.
  • Funds reported $2.48B of Sunstone Hotel Investors stock for Q4 2013, up 19% quarter-over-quarter.
  • 27 funds opened new Sunstone Hotel Investors positions in Q4 2013 and 26 closed out, a net change of +1 holder.
  • The largest Sunstone Hotel Investors buyer in Q4 2013 was Bank of New York Mellon, an estimated $43.5M added.
  • The largest Sunstone Hotel Investors seller in Q4 2013 was Fidelity Investments, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2013.