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Sunstone Hotel Investors

193 hedge funds and large institutions have $3.77B invested in Sunstone Hotel Investors in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

1% more capital invested

Capital invested by funds: $3.75B → $3.77B (+$21.6M)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

1.91% less ownership

Funds ownership: 113.45%111.53% (-1.9%)

2% less funds holding

Funds holding: 197193 (-4)

14% less call options, than puts

Call options by funds: $395K | Put options by funds: $459K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
72
Reduced
72
Closed
26
Calls
$395K
Puts
$459K
Net Calls
-$64K
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$31.6M +$8.99M +603,550 +41%
Millennium Management
27
Millennium Management
New York
$30.7M +$17.9M +1,203,886 +151%
FIM
28
Foresters Investment Management
New York
$27.1M -$8.4M -563,800 -24%
Ameriprise
29
Ameriprise
Minnesota
$27.1M -$1.19M -79,718 -4%
ACM
30
Adelante Capital Management
California
$25.6M +$15.1M +1,010,725 +153%
HRES
31
Heitman Real Estate Securities
Illinois
$24.2M -$6.02M -403,905 -20%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$23.9M -$858K -57,600 -4%
American Century Companies
33
American Century Companies
Missouri
$21.1M -$169K -11,364 -0.8%
LSV Asset Management
34
LSV Asset Management
Illinois
$17.8M -$2.62M -176,163 -13%
CS
35
Credit Suisse
Switzerland
$17.6M -$7.25M -486,814 -30%
TCIM
36
TIAA CREF Investment Management
New York
$17.5M -$551K -36,966 -3%
O
37
OppenheimerFunds
New York
$17M -$1.44M -96,435 -8%
PS
38
Presima Securities
Quebec, Canada
$16.7M -$4.7M -315,700 -22%
Macquarie Group
39
Macquarie Group
Australia
$15.8M -$6.47M -434,194 -30%
Citigroup
40
Citigroup
New York
$11.9M -$6.3M -423,159 -35%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$11.9M -$604K -40,571 -5%
First Trust Advisors
42
First Trust Advisors
Illinois
$11.5M +$6.45M +433,324 +138%
Goldman Sachs
43
Goldman Sachs
New York
$11.4M -$466K -31,265 -4%
SAM
44
Securian Asset Management
Minnesota
$10.6M -$509K -34,200 -5%
UBS AM
45
UBS AM
Illinois
$10.4M +$1.72M +115,497 +21%
AllianceBernstein
46
AllianceBernstein
Tennessee
$10.2M +$626K +42,020 +7%
PCM
47
Peregrine Capital Management
Minnesota
$9.58M -$152K -10,227 -2%
WBC
48
Westpac Banking Corp
Australia
$9.37M -$3.5M -235,102 -28%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$9.17M +$207K +13,900 +2%
AssetMark Inc
50
AssetMark Inc
California
$8.94M +$904K +60,681 +12%

SHO Hedge Fund Activity: Q1 2017 in Review

193 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2017, worth a combined $3.77B — up 0.58% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 26 closed out — a net gain of 4 holders — while 72 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $117M sold.

  • 193 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2017, down from 197 in Q4 2016.
  • Funds reported $3.77B of Sunstone Hotel Investors stock for Q1 2017, up 0.58% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q1 2017 and 26 closed out, a net change of +4 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2017 was BlackRock, an estimated $286M added.
  • The largest Sunstone Hotel Investors seller in Q1 2017 was Lasalle Investment Management Securities, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2017.