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Sunstone Hotel Investors

185 hedge funds and large institutions have $3.63B invested in Sunstone Hotel Investors in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.04B → $3.63B (+$585M)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.21% less ownership

Funds ownership: 107.16%106.95% (-0.21%)

2% less funds holding

Funds holding: 188185 (-3)

93% less call options, than puts

Call options by funds: $40K | Put options by funds: $539K

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
73
Reduced
69
Closed
21
Calls
$40K
Puts
$539K
Net Calls
-$499K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
26
Pictet Asset Management (UK)
United Kingdom
$26.8M +$25.1M +1,623,727 New
Goldman Sachs
27
Goldman Sachs
New York
$25.9M +$9.28M +600,646 +62%
LSV Asset Management
28
LSV Asset Management
Illinois
$25.6M -$378K -24,500 -2%
BG
29
BlackRock Group
United Kingdom
$24.5M -$132K -8,571 -0.6%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$24.5M +$267K +17,301 +1%
Ameriprise
31
Ameriprise
Minnesota
$23.7M +$71.7K +4,640 +0.3%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$22.7M -$4.67M -302,452 -18%
Renaissance Technologies
33
Renaissance Technologies
New York
$21.2M +$18.3M +1,185,800 +1,232%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$21M +$3.7M +239,310 +23%
Prudential Financial
35
Prudential Financial
New Jersey
$20.8M +$12.9M +834,430 +198%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$20.7M -$743K -48,093 -4%
RFC
37
Russell Frank Company
Washington
$20.7M -$3.38M -218,861 -15%
TCIM
38
TIAA CREF Investment Management
New York
$20.1M +$33.7K +2,183 +0.2%
Charles Schwab
39
Charles Schwab
California
$19M +$291K +18,837 +2%
FIM
40
Foresters Investment Management
New York
$18.1M +$74.9K +4,850 +0.4%
MAA
41
Managed Account Advisors
New Jersey
$14.2M -$1.15M -74,287 -8%
Deutsche Bank
42
Deutsche Bank
Germany
$14.2M +$6.41M +415,000 +93%
AL
43
AJO LP
Pennsylvania
$13.9M +$13M +843,300 New
Wells Fargo
44
Wells Fargo
California
$13.4M -$621K -40,233 -5%
AIM
45
abrdn Investment Management
United Kingdom
$13.2M +$984K +63,696 +9%
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.5M -$2.21M -143,092 -16%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$11.8M +$131K +8,500 +1%
WBC
48
Westpac Banking Corp
Australia
$11.3M +$5.74M +371,501 +118%
BIM
49
BlackRock Investment Management
Delaware
$10.6M -$116K -7,497 -1%
Franklin Resources
50
Franklin Resources
California
$10.2M -$74.1K -4,800 -0.8%

SHO Hedge Fund Activity: Q4 2014 in Review

185 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2014, worth a combined $3.63B — up 19% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHO positions and 21 closed out — a net gain of 2 holders — while 73 added to existing stakes and 69 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $54.4M. The largest seller was Blackstone Inc, exiting entirely with an estimated $55.8M sold.

  • 185 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2014, down from 188 in Q3 2014.
  • Funds reported $3.63B of Sunstone Hotel Investors stock for Q4 2014, up 19% quarter-over-quarter.
  • 23 funds opened new Sunstone Hotel Investors positions in Q4 2014 and 21 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2014 was Victory Capital Management, an estimated $54.4M added.
  • The largest Sunstone Hotel Investors seller in Q4 2014 was Blackstone Inc, an estimated $55.8M sold.

Based on aggregated 13F filings for Q4 2014.