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Sunstone Hotel Investors

198 hedge funds and large institutions have $3.14B invested in Sunstone Hotel Investors in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

43% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 61

22% more capital invested

Capital invested by funds: $2.57B → $3.14B (+$568M)

9% more funds holding

Funds holding: 181198 (+17)

2.15% more ownership

Funds ownership: 102.42%104.58% (+2.2%)

Holders
198
Holders Change
+17
Holders Change %
+9.39%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
87
Reduced
61
Closed
14
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$26.9M +$25.8M +1,800,000 New
Ameriprise
27
Ameriprise
Minnesota
$25.8M +$2.02M +141,242 +9%
LSV Asset Management
28
LSV Asset Management
Illinois
$25.7M -$3.18M -222,000 -11%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$25.4M +$9.99M +697,404 +69%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$20M +$2.25M +157,323 +13%
FIM
31
Foresters Investment Management
New York
$19.4M +$10.8M +753,534 +138%
RFC
32
Russell Frank Company
Washington
$17.7M +$1.89M +131,834 +12%
TCIM
33
TIAA CREF Investment Management
New York
$17.5M +$347K +24,210 +2%
Millennium Management
34
Millennium Management
New York
$16.9M +$16M +1,114,422 +6,435%
Charles Schwab
35
Charles Schwab
California
$16.1M +$367K +25,621 +2%
Citadel Advisors
36
Citadel Advisors
Florida
$16M +$3.04M +212,397 +25%
PSAMP
37
P. Schoenfeld Asset Management (PSAM)
New York
$15.7M -$8.07M -563,324 -35%
Goldman Sachs
38
Goldman Sachs
New York
$15.2M +$5.21M +363,474 +55%
CBOA
39
Commonwealth Bank of Australia
Australia
$14.6M +$9.88M +689,585 +239%
MAA
40
Managed Account Advisors
New Jersey
$13M +$1.64M +114,324 +15%
Wells Fargo
41
Wells Fargo
California
$11.8M +$1.24M +86,494 +12%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$11.2M +$4.01M +279,964 +59%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$10.9M -$4.72M -329,400 -31%
Two Sigma Investments
44
Two Sigma Investments
New York
$10.9M -$8.53M -594,933 -45%
Barclays
45
Barclays
United Kingdom
$10M -$5.05M -352,393 -33%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$9.8M +$920K +64,200 +11%
Prudential Financial
47
Prudential Financial
New Jersey
$9.56M +$8.54M +595,607 +1,323%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.41M +$4.63M +323,219 +105%
Franklin Resources
49
Franklin Resources
California
$9.34M +$191K +13,300 +2%
ESCM
50
Echo Street Capital Management
New York
$9.28M +$8.62M +601,730 +3,002%

SHO Hedge Fund Activity: Q2 2014 in Review

198 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2014, worth a combined $3.14B — up 22% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHO positions and 14 closed out — a net gain of 17 holders — while 87 added to existing stakes and 61 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $140M. The largest seller was Fidelity Investments, exiting entirely with an estimated $82.7M sold.

  • 198 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2014, up from 181 in Q1 2014.
  • Funds reported $3.14B of Sunstone Hotel Investors stock for Q2 2014, up 22% quarter-over-quarter.
  • 31 funds opened new Sunstone Hotel Investors positions in Q2 2014 and 14 closed out, a net change of +17 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2014 was Cohen & Steers, an estimated $140M added.
  • The largest Sunstone Hotel Investors seller in Q2 2014 was Fidelity Investments, an estimated $82.7M sold.

Based on aggregated 13F filings for Q2 2014.