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Sunstone Hotel Investors

238 hedge funds and large institutions have $2.17B invested in Sunstone Hotel Investors in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 93 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $123K | Put options by funds: $45K

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

0% more funds holding

Funds holding: 238238 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.2B → $2.17B (-$31.9M)

9% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 93

1.85% less ownership

Funds ownership: 110.01%108.16% (-1.9%)

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
85
Reduced
93
Closed
28
Calls
$123K
Puts
$45K
Net Calls
+$78K
Net Calls Change
+$162K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
26
Frontier Capital Management
Massachusetts
$20.4M -$596K -57,640 -3%
Norges Bank
27
Norges Bank
Norway
$19.9M
Morgan Stanley
28
Morgan Stanley
New York
$15.8M -$4.24M -409,853 -20%
KCM
29
Kennedy Capital Management
Missouri
$15.3M -$280K -27,068 -2%
AC
30
AltraVue Capital
Washington
$15M
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$14.8M -$823K -79,637 -5%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$12.6M +$11.1M +1,073,027 +457%
Victory Capital Management
33
Victory Capital Management
Texas
$11.6M -$46.1K -4,456 -0.4%
UBS AM
34
UBS AM
Illinois
$11.5M +$1.15M +111,358 +10%
H2CM
35
H/2 Credit Manager
Connecticut
$11.5M
Neuberger Berman Group
36
Neuberger Berman Group
New York
$11.5M +$137K +13,237 +1%
TCM
37
Tributary Capital Management
Nebraska
$11.1M -$571K -55,246 -5%
VLKIM
38
Van Lanschot Kempen Investment Management
Netherlands
$10.4M -$173K -16,700 -2%
PCM
39
Peregrine Capital Management
Minnesota
$10M -$117K -11,302 -1%
N
40
Nuveen
North Carolina
$9.62M +$935K +90,421 +10%
Invesco
41
Invesco
Georgia
$9.51M +$4.02M +389,195 +65%
HA
42
Heartland Advisors
Wisconsin
$9.47M -$3.97M -383,933 -28%
Goldman Sachs
43
Goldman Sachs
New York
$9.24M -$7.67M -742,434 -44%
LPC
44
Long Pond Capital
New York
$9.08M +$9.72M +940,059 New
DSA
45
Davis Selected Advisers
Arizona
$7.89M
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$7.04M +$82.9K +8,022 +1%
ZCM
47
Ziegler Capital Management
Illinois
$6.09M -$2.49M -240,980 -28%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.55M -$1.77M -170,862 -23%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$5.53M +$1.58M +152,463 +36%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$5.45M +$2.51M +242,562 +76%

SHO Hedge Fund Activity: Q4 2022 in Review

238 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2022, worth a combined $2.17B — down 1.4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 28 closed out — a net gain of 4 holders — while 85 added to existing stakes and 93 trimmed.

The largest buyer was BlackRock, adding an estimated $25.8M. The largest seller was Janus Henderson Group, cutting an estimated $53.6M.

  • 238 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $2.17B of Sunstone Hotel Investors stock for Q4 2022, down 1.4% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2022 and 28 closed out, a net change of +4 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2022 was BlackRock, an estimated $25.8M added.
  • The largest Sunstone Hotel Investors seller in Q4 2022 was Janus Henderson Group, an estimated $53.6M sold.

Based on aggregated 13F filings for Q4 2022.