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Sunstone Hotel Investors
SHO

204 hedge funds and large institutions have $2.87B invested in Sunstone Hotel Investors in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 87 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 59

9% more funds holding

Funds holding: 188 → 204 (+16)

1.42% more ownership

Funds ownership: 110.07% → 111.49% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $2.97B → $2.87B (-$107M)

50% less call options, than puts

Call options by funds: $485K | Put options by funds: $964K

Holders
204
Holders Change
+16
Holders Change %
+8.51%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
87
Reduced
59
Closed
19
Calls
$485K
Puts
$964K
Net Calls
-$479K
Net Calls Change
-$503K

Top Buyers

1
Invesco
Invesco
Georgia
+$86M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$19.1M
3
Millennium Management
Millennium Management
New York
+$18.9M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$16.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$83.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$29.3M
3
N
Nuveen
North Carolina
-$26.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$20.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$28M +$2.77M +195,541 +10%
FIM
27
Foresters Investment Management
New York
$25.9M +$7.34M +518,700 +33%
Norges Bank
28
Norges Bank
Norway
$24.6M +$2.29M +161,940 +9%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$23.8M +$573K +40,507 +2%
Charles Schwab
30
Charles Schwab
California
$20.6M +$1.77M +125,491 +8%
JP Morgan Chase
31
JP Morgan Chase
New York
$20.4M -$201K -14,195 -0.9%
BG
32
BlackRock Group
United Kingdom
$19.2M +$1.75M +123,877 +9%
LSV Asset Management
33
LSV Asset Management
Illinois
$18.5M -$1.42M -100,110 -6%
PAM
34
Panagora Asset Management
Massachusetts
$18M +$8.05M +569,354 +65%
Millennium Management
35
Millennium Management
New York
$17M +$18.9M +1,334,859 +5,907%
RFC
36
Russell Frank Company
Washington
$16.7M +$1.49M +105,668 +9%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$16.1M +$698K +49,383 +4%
TCIM
38
TIAA CREF Investment Management
New York
$14.8M -$342K -24,181 -2%
Axa
39
Axa
France
$14.4M -$643K -45,435 -4%
William Blair Investment Management
40
William Blair Investment Management
Illinois
$13.8M +$1.4M +98,847 +10%
WBC
41
Westpac Banking Corp
Australia
$13.3M +$7.58M +535,826 +101%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$12.6M +$10.4M +731,996 +262%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$12.1M +$13.7M +972,161 New
American Century Companies
44
American Century Companies
Missouri
$10.8M +$2.85M +201,329 +30%
UBS AM
45
UBS AM
Illinois
$10.8M +$503K +35,600 +4%
NFA
46
Nationwide Fund Advisors
Ohio
$10.2M -$374K -26,472 -3%
BIM
47
BlackRock Investment Management
Delaware
$9.92M +$361K +25,507 +3%
Franklin Resources
48
Franklin Resources
California
$9.91M -$2.07M -146,400 -16%
Boston Partners
49
Boston Partners
Massachusetts
$9.76M -$111K -7,865 -1%
Wells Fargo
50
Wells Fargo
California
$8.69M +$528K +37,366 +6%
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SHO Hedge Fund Activity: Q4 2015 in Review

204 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2015, worth a combined $2.87B — down 3.6% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHO positions and 19 closed out — a net gain of 17 holders — while 87 added to existing stakes and 59 trimmed.

The largest buyer was Invesco, adding an estimated $86M. The largest seller was Cohen & Steers, cutting an estimated $83.8M.

  • 204 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2015, up from 188 in Q3 2015.
  • Funds reported $2.87B of Sunstone Hotel Investors stock for Q4 2015, down 3.6% quarter-over-quarter.
  • 36 funds opened new Sunstone Hotel Investors positions in Q4 2015 and 19 closed out, a net change of +17 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2015 was Invesco, an estimated $86M added.
  • The largest Sunstone Hotel Investors seller in Q4 2015 was Cohen & Steers, an estimated $83.8M sold.

Based on aggregated 13F filings for Q4 2015.