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Sunstone Hotel Investors

184 hedge funds and large institutions have $2.51B invested in Sunstone Hotel Investors in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,213% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $865K

48% more capital invested

Capital invested by funds: $1.7B → $2.51B (+$815M)

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

2.84% more ownership

Funds ownership: 100.02%102.86% (+2.8%)

3% less funds holding

Funds holding: 189184 (-5)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
184
Holders Change
-5
Holders Change %
-2.65%
% of All Funds
3.26%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
71
Reduced
62
Closed
37
Calls
$11.4M
Puts
$865K
Net Calls
+$10.5M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$26.8M -$3M -314,051 -12%
Franklin Resources
27
Franklin Resources
California
$25.8M -$24.2M -2,530,024 -53%
CGM
28
Capital Growth Management
Massachusetts
$24.7M +$20.9M +2,180,000 New
Citigroup
29
Citigroup
New York
$24.3M +$17M +1,773,918 +474%
ClearBridge Investments
30
ClearBridge Investments
New York
$20.8M +$17.5M +1,833,681 New
Legal & General Group
31
Legal & General Group
United Kingdom
$18.8M +$475K +49,656 +3%
WCP
32
Waterfront Capital Partners
New York
$17.8M -$686K -71,676 -4%
ICOM
33
Investment Counselors of Maryland
Maryland
$17.5M +$765K +79,916 +5%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$16.8M +$8.06M +843,003 +132%
Citadel Advisors
35
Citadel Advisors
Florida
$16.6M +$13.7M +1,431,749 +3,800%
William Blair Investment Management
36
William Blair Investment Management
Illinois
$15.6M +$4.82M +503,974 +58%
ZCM
37
Ziegler Capital Management
Illinois
$14.1M +$4.42M +461,550 +59%
VLKIM
38
Van Lanschot Kempen Investment Management
Netherlands
$13.4M +$1.12M +117,300 +11%
UBS AM
39
UBS AM
Illinois
$13.1M +$838K +87,641 +8%
PCM
40
Peregrine Capital Management
Minnesota
$11M +$9.29M +970,608 New
Fuller & Thaler Asset Management
41
Fuller & Thaler Asset Management
California
$10.6M +$1.4M +146,264 +19%
DSA
42
Davis Selected Advisers
Arizona
$9.77M +$121K +12,700 +1%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$9.59M +$1.09M +114,378 +16%
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.53M -$6.27M -655,788 -44%
AC
45
AltraVue Capital
Washington
$7.83M +$6.61M +690,777 New
Two Sigma Advisers
46
Two Sigma Advisers
New York
$7.23M +$11.3K +1,185 +0.2%
Allianz Asset Management
47
Allianz Asset Management
Germany
$7.13M
Bank of America
48
Bank of America
North Carolina
$7.04M +$4.6M +480,895 +342%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$6.72M -$12.8M -1,342,710 -69%
Principal Financial Group
50
Principal Financial Group
Iowa
$6.32M -$353K -36,929 -6%

SHO Hedge Fund Activity: Q4 2020 in Review

184 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2020, worth a combined $2.51B — up 48% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SHO and 33 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 71 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $51.1M. The largest seller was Long Pond Capital, exiting entirely with an estimated $93.5M sold.

  • 184 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2020, down from 189 in Q3 2020.
  • Funds reported $2.51B of Sunstone Hotel Investors stock for Q4 2020, up 48% quarter-over-quarter.
  • 33 funds opened new Sunstone Hotel Investors positions in Q4 2020 and 37 closed out, a net change of -4 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2020 was Vaughan Nelson Investment Management, an estimated $51.1M added.
  • The largest Sunstone Hotel Investors seller in Q4 2020 was Long Pond Capital, an estimated $93.5M sold.

Based on aggregated 13F filings for Q4 2020.