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Sunstone Hotel Investors

215 hedge funds and large institutions have $3.41B invested in Sunstone Hotel Investors in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

7% more capital invested

Capital invested by funds: $3.18B → $3.41B (+$227M)

5% more funds holding

Funds holding: 205215 (+10)

6% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 78

3.38% less ownership

Funds ownership: 107.1%103.73% (-3.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
41
Increased
73
Reduced
78
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$37.5M -$9.43M -655,431 -20%
TA
27
Teachers Advisors
New York
$36.8M +$493K +34,282 +1%
ESCM
28
Echo Street Capital Management
New York
$36.1M +$25.9M +1,800,383 +255%
Daiwa Securities Group
29
Daiwa Securities Group
Japan
$25.3M -$81.9M -5,695,464 -76%
Grantham, Mayo, Van Otterloo & Co (GMO)
30
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.1M +$23.3M +1,617,100 +1,299%
Victory Capital Management
31
Victory Capital Management
Texas
$24.1M +$63.6K +4,419 +0.3%
Goldman Sachs
32
Goldman Sachs
New York
$23.9M -$768K -53,395 -3%
EM
33
Elliott Management
New York
$21.1M -$16.7K -1,159 -0.1%
William Blair Investment Management
34
William Blair Investment Management
Illinois
$16.2M +$184K +12,758 +1%
RCAMU
35
Rothschild & Co Asset Management US
Connecticut
$14.1M -$53.2K -3,698 -0.4%
TCIM
36
TIAA CREF Investment Management
New York
$13.6M -$149K -10,348 -1%
SCRM
37
Security Capital Research & Management
Illinois
$12.9M +$12.9M +895,000 New
Legal & General Group
38
Legal & General Group
United Kingdom
$12M +$420K +29,164 +4%
Citadel Advisors
39
Citadel Advisors
Florida
$11.9M +$9.85M +684,403 +487%
Millennium Management
40
Millennium Management
New York
$11.5M +$8.89M +617,628 +339%
UBS AM
41
UBS AM
Illinois
$11.4M +$1M +69,672 +10%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$11.3M +$682K +47,377 +6%
KCM
43
Kennedy Capital Management
Missouri
$9.21M +$16K +1,114 +0.2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$8.96M -$518K -35,981 -5%
AllianceBernstein
45
AllianceBernstein
Tennessee
$8.75M -$228K -15,835 -3%
Bank of America
46
Bank of America
North Carolina
$8.17M -$1.59M -110,407 -16%
First Trust Advisors
47
First Trust Advisors
Illinois
$6.81M +$1.03M +71,644 +18%
CS
48
Credit Suisse
Switzerland
$6.73M -$604K -41,981 -8%
Barclays
49
Barclays
United Kingdom
$6.7M +$1.45M +100,602 +28%
Allianz Asset Management
50
Allianz Asset Management
Germany
$6.63M +$6.62M +460,277 New

SHO Hedge Fund Activity: Q1 2019 in Review

215 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2019, worth a combined $3.41B — up 7.1% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SHO positions and 30 closed out — a net gain of 11 holders — while 73 added to existing stakes and 78 trimmed.

The largest buyer was Lasalle Investment Management Securities, opening a new position worth an estimated $49.1M. The largest seller was Cohen & Steers, cutting an estimated $109M.

  • 215 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2019, up from 205 in Q4 2018.
  • Funds reported $3.41B of Sunstone Hotel Investors stock for Q1 2019, up 7.1% quarter-over-quarter.
  • 41 funds opened new Sunstone Hotel Investors positions in Q1 2019 and 30 closed out, a net change of +11 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2019 was Lasalle Investment Management Securities, an estimated $49.1M added.
  • The largest Sunstone Hotel Investors seller in Q1 2019 was Cohen & Steers, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2019.