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Sunstone Hotel Investors

238 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 23

13% more funds holding

Funds holding: 210238 (+28)

5.64% more ownership

Funds ownership: 104.38%110.01% (+5.6%)

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

1% less capital invested

Capital invested by funds: $2.22B → $2.2B (-$23.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

62% less call options, than puts

Call options by funds: $51K | Put options by funds: $135K

Holders
238
Holders Change
+28
Holders Change %
+13.33%
% of All Funds
4.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
84
Reduced
78
Closed
23
Calls
$51K
Puts
$135K
Net Calls
-$84K
Net Calls Change
-$116K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$19.4M -$52K -4,814 -0.2%
Morgan Stanley
27
Morgan Stanley
New York
$19.3M +$17.1M +1,582,003 +339%
Goldman Sachs
28
Goldman Sachs
New York
$16M -$19.3K -1,785 -0.1%
SSA
29
Schonfeld Strategic Advisors
New York
$15.5M +$17.8M +1,645,780 New
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$15.2M -$4.11M -380,605 -19%
KCM
31
Kennedy Capital Management
Missouri
$15.2M +$411K +38,058 +2%
AC
32
AltraVue Capital
Washington
$14.6M -$774K -71,590 -4%
HA
33
Heartland Advisors
Wisconsin
$12.9M -$5.41M -500,500 -27%
Victory Capital Management
34
Victory Capital Management
Texas
$11.4M -$8.75M -809,792 -40%
TCM
35
Tributary Capital Management
Nebraska
$11.3M -$183K -16,942 -1%
H2CM
36
H/2 Credit Manager
Connecticut
$11.2M -$23.8K -2,200 -0.2%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$11M -$7.55M -698,220 -37%
VLKIM
38
Van Lanschot Kempen Investment Management
Netherlands
$10.3M -$455K -42,109 -4%
UBS AM
39
UBS AM
Illinois
$10.2M -$2.44M -226,056 -17%
PCM
40
Peregrine Capital Management
Minnesota
$9.9M -$30.6K -2,827 -0.3%
CIM
41
Centersquare Investment Management
Pennsylvania
$8.72M -$18.7M -1,728,446 -65%
N
42
Nuveen
North Carolina
$8.53M -$935K -86,478 -9%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$8.33M +$4.59M +424,700 +92%
ZCM
44
Ziegler Capital Management
Illinois
$8.21M -$211K -19,547 -2%
MCM
45
Makena Capital Management
California
$8.04M +$9.23M +853,663 New
DSA
46
Davis Selected Advisers
Arizona
$7.69M -$2.21M -204,880 -20%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$7.22M -$7.18M -664,358 -46%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.02M -$313K -28,927 -4%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$6.79M +$3.71M +343,277 +91%
CGM
50
Capital Growth Management
Massachusetts
$6.59M +$7.57M +700,000 New

SHO Hedge Fund Activity: Q3 2022 in Review

238 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2022, worth a combined $2.2B — down 1% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SHO positions and 23 closed out — a net gain of 29 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $193M. The largest seller was Deutsche Bank, cutting an estimated $69.5M.

  • 238 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2022, up from 210 in Q2 2022.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q3 2022, down 1% quarter-over-quarter.
  • 52 funds opened new Sunstone Hotel Investors positions in Q3 2022 and 23 closed out, a net change of +29 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2022 was BlackRock, an estimated $193M added.
  • The largest Sunstone Hotel Investors seller in Q3 2022 was Deutsche Bank, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2022.