We are live on ! Find out more
SHO icon

Sunstone Hotel Investors

202 hedge funds and large institutions have $3.66B invested in Sunstone Hotel Investors in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 78

9% more funds holding

Funds holding: 185202 (+17)

1% more capital invested

Capital invested by funds: $3.63B → $3.66B (+$34M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.51% less ownership

Funds ownership: 106.95%105.44% (-1.5%)

28% less call options, than puts

Call options by funds: $250K | Put options by funds: $348K

Holders
202
Holders Change
+17
Holders Change %
+9.19%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
91
Reduced
78
Closed
14
Calls
$250K
Puts
$348K
Net Calls
-$98K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
26
APG Asset Management US
New York
$37M +$30.2M +1,757,802 +382%
BAMCO Inc
27
BAMCO Inc
New York
$32.5M -$201K -11,715 -0.6%
Norges Bank
28
Norges Bank
Norway
$30.1M +$1.54M +89,736 +5%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$29.6M +$5.04M +293,811 +20%
AL
30
AJO LP
Pennsylvania
$27.7M +$14M +817,971 +97%
Goldman Sachs
31
Goldman Sachs
New York
$27.5M +$1.37M +79,862 +5%
LSV Asset Management
32
LSV Asset Management
Illinois
$25.6M -$190K -11,085 -0.7%
Renaissance Technologies
33
Renaissance Technologies
New York
$25.4M +$4.16M +242,503 +19%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$23.9M +$2.71M +158,027 +12%
Ameriprise
35
Ameriprise
Minnesota
$23.8M -$106K -6,148 -0.4%
BG
36
BlackRock Group
United Kingdom
$22.6M -$2.16M -125,605 -8%
Millennium Management
37
Millennium Management
New York
$22.2M +$12.3M +714,951 +116%
Charles Schwab
38
Charles Schwab
California
$21.2M +$2.01M +117,236 +10%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$21.1M -$1.93M -112,433 -8%
TCIM
40
TIAA CREF Investment Management
New York
$19.9M -$376K -21,918 -2%
Axa
41
Axa
France
$19.7M +$15.9M +924,509 +364%
Citadel Advisors
42
Citadel Advisors
Florida
$18.5M -$14.8M -861,656 -44%
Franklin Resources
43
Franklin Resources
California
$17.1M +$7.01M +408,156 +66%
FIM
44
Foresters Investment Management
New York
$13.6M -$4.78M -278,387 -25%
WBC
45
Westpac Banking Corp
Australia
$12.9M +$1.55M +90,245 +13%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$11.8M
American Century Companies
47
American Century Companies
Missouri
$11.8M +$3.46M +201,445 +40%
Wells Fargo
48
Wells Fargo
California
$11.4M -$2.16M -126,004 -16%
BIM
49
BlackRock Investment Management
Delaware
$10.8M +$90.8K +5,292 +0.8%
NI
50
Numeric Investors
Massachusetts
$10.7M +$11M +639,200 New

SHO Hedge Fund Activity: Q1 2015 in Review

202 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2015, worth a combined $3.66B — up 0.94% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 14 closed out — a net gain of 18 holders — while 91 added to existing stakes and 78 trimmed.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $77.6M. The largest seller was Cohen & Steers, cutting an estimated $209M.

  • 202 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2015, up from 185 in Q4 2014.
  • Funds reported $3.66B of Sunstone Hotel Investors stock for Q1 2015, up 0.94% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q1 2015 and 14 closed out, a net change of +18 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2015 was Lasalle Investment Management Securities, an estimated $77.6M added.
  • The largest Sunstone Hotel Investors seller in Q1 2015 was Cohen & Steers, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2015.