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Sunstone Hotel Investors

219 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

21,900% more call options, than puts

Call options by funds: $440K | Put options by funds: $2K

1% more capital invested

Capital invested by funds: $2.17B → $2.2B (+$29M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 87

1.22% less ownership

Funds ownership: 108.16%106.95% (-1.2%)

8% less funds holding

Funds holding: 238219 (-19)

42% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 38

Holders
219
Holders Change
-19
Holders Change %
-7.98%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
80
Reduced
87
Closed
38
Calls
$440K
Puts
$2K
Net Calls
+$438K
Net Calls Change
+$360K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$18.1M -$2.35M -231,772 -11%
AC
27
AltraVue Capital
Washington
$15.3M
KCM
28
Kennedy Capital Management
Missouri
$15.2M -$483K -47,659 -3%
FCM
29
Frontier Capital Management
Massachusetts
$14.8M -$6.25M -616,503 -29%
HA
30
Heartland Advisors
Wisconsin
$13.2M +$3.62M +357,300 +36%
UBS AM
31
UBS AM
Illinois
$12.6M +$829K +81,690 +7%
Morgan Stanley
32
Morgan Stanley
New York
$12.1M -$4.17M -410,933 -25%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$12M -$3.23M -318,320 -21%
Goldman Sachs
34
Goldman Sachs
New York
$11.9M +$2.48M +244,572 +26%
TCM
35
Tributary Capital Management
Nebraska
$11.9M +$537K +52,937 +5%
H2CM
36
H/2 Credit Manager
Connecticut
$11.7M
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$11.2M +$11.5M +1,136,664 New
VLKIM
38
Van Lanschot Kempen Investment Management
Netherlands
$10.5M -$166K -16,400 -2%
Invesco
39
Invesco
Georgia
$10.2M +$527K +51,992 +5%
PCM
40
Peregrine Capital Management
Minnesota
$9.81M -$479K -47,170 -5%
N
41
Nuveen
North Carolina
$9.06M -$801K -78,952 -8%
LPC
42
Long Pond Capital
New York
$8.89M -$404K -39,867 -4%
DSA
43
Davis Selected Advisers
Arizona
$8.07M
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$7.57M +$380K +37,432 +5%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.98M +$315K +31,061 +5%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$5.82M +$169K +16,660 +3%
WBC
47
Westpac Banking Corp
Australia
$5.52M +$2.22M +219,263 +65%
CCM
48
Cinctive Capital Management
New York
$4.96M +$5.1M +502,514 New
CS
49
Credit Suisse
Switzerland
$4.79M +$81.9K +8,078 +2%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$4.68M -$919K -90,568 -16%

SHO Hedge Fund Activity: Q1 2023 in Review

219 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2023, worth a combined $2.2B — up 1.3% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SHO and 22 opened new positions — a net loss of 16 holders — while 87 trimmed existing stakes and 80 added.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $21.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $24.5M sold.

  • 219 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2023, down from 238 in Q4 2022.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q1 2023, up 1.3% quarter-over-quarter.
  • 22 funds opened new Sunstone Hotel Investors positions in Q1 2023 and 38 closed out, a net change of -16 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2023 was Waterfront Capital Partners, an estimated $21.3M added.
  • The largest Sunstone Hotel Investors seller in Q1 2023 was Lord, Abbett & Co, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2023.