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Sunstone Hotel Investors

199 hedge funds and large institutions have $2.93B invested in Sunstone Hotel Investors in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

10% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 70

1% more funds holding

Funds holding: 197199 (+2)

0.66% more ownership

Funds ownership: 111.28%111.94% (+0.66%)

12% less capital invested

Capital invested by funds: $3.32B → $2.93B (-$394M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
5.31%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
77
Reduced
70
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teachers Advisors
New York
$29M -$12.7M -1,016,317 -30%
FIM
27
Foresters Investment Management
New York
$28.6M +$1.92M +153,193 +7%
Morgan Stanley
28
Morgan Stanley
New York
$27.9M +$13.9M +1,112,112 +93%
Norges Bank
29
Norges Bank
Norway
$25.7M +$2.73M +217,778 +11%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$25.1M +$6.22M +497,012 +31%
PS
31
Presima Securities
Quebec, Canada
$24.5M -$7.58M -605,500 -23%
Ameriprise
32
Ameriprise
Minnesota
$23.1M +$865K +69,066 +4%
Goldman Sachs
33
Goldman Sachs
New York
$23M -$2.97M -237,141 -11%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$22.9M -$409K -32,624 -2%
EA
35
Emerald Acquisition
Washington
$21.6M +$22.4M +1,791,168 New
Charles Schwab
36
Charles Schwab
California
$21.3M +$2.39M +190,672 +12%
Macquarie Group
37
Macquarie Group
Australia
$18.1M +$5.82M +465,049 +45%
BG
38
BlackRock Group
United Kingdom
$17.9M -$986K -78,725 -5%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$16.8M +$989K +79,014 +6%
LSV Asset Management
40
LSV Asset Management
Illinois
$16.8M -$925K -73,870 -5%
ESCM
41
Echo Street Capital Management
New York
$14.1M +$14.6M +1,168,943 New
TCIM
42
TIAA CREF Investment Management
New York
$13.8M +$43.4K +3,465 +0.3%
Axa
43
Axa
France
$13.7M +$463K +37,002 +3%
William Blair Investment Management
44
William Blair Investment Management
Illinois
$13.3M -$282K -22,529 -2%
Wells Fargo
45
Wells Fargo
California
$11.2M +$2.01M +160,339 +21%
BIM
46
BlackRock Investment Management
Delaware
$10.8M +$1.33M +106,537 +14%
GA
47
GRS Advisors
Illinois
$10.6M -$4.5M -359,100 -29%
UBS AM
48
UBS AM
Illinois
$10.2M +$543K +43,379 +5%
BC
49
Brookfield Corp
Ontario, Canada
$10.1M -$31.2M -2,490,728 -75%
AIM
50
abrdn Investment Management
United Kingdom
$9.87M +$565K +45,124 +6%

SHO Hedge Fund Activity: Q2 2016 in Review

199 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2016, worth a combined $2.93B — down 12% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SHO positions and 25 closed out — a net gain of 4 holders — while 77 added to existing stakes and 70 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $33.5M. The largest seller was Brookfield Corp, cutting an estimated $31.2M.

  • 199 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2016, up from 197 in Q1 2016.
  • Funds reported $2.93B of Sunstone Hotel Investors stock for Q2 2016, down 12% quarter-over-quarter.
  • 29 funds opened new Sunstone Hotel Investors positions in Q2 2016 and 25 closed out, a net change of +4 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2016 was Bank of New York Mellon, an estimated $33.5M added.
  • The largest Sunstone Hotel Investors seller in Q2 2016 was Brookfield Corp, an estimated $31.2M sold.

Based on aggregated 13F filings for Q2 2016.