We are live on ! Find out more
SHO icon

Sunstone Hotel Investors

227 hedge funds and large institutions have $2.17B invested in Sunstone Hotel Investors in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $406K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

4% more funds holding

Funds holding: 219227 (+8)

1% less capital invested

Capital invested by funds: $2.2B → $2.17B (-$27.4M)

3.4% less ownership

Funds ownership: 106.95%103.55% (-3.4%)

15% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 92

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
78
Reduced
92
Closed
22
Calls
$1.02M
Puts
$406K
Net Calls
+$612K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
AltraVue Capital
Washington
$15.8M +$125K +12,590 +0.8%
KCM
27
Kennedy Capital Management
Missouri
$15.4M -$164K -16,424 -1%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$14.7M -$21.4M -2,151,549 -60%
Citadel Advisors
29
Citadel Advisors
Florida
$14.3M +$12.4M +1,248,273 +752%
Morgan Stanley
30
Morgan Stanley
New York
$14.2M +$1.71M +171,883 +14%
UBS AM
31
UBS AM
Illinois
$12.6M
HA
32
Heartland Advisors
Wisconsin
$12.5M -$997K -100,000 -7%
H2CM
33
H/2 Credit Manager
Connecticut
$12M
TCM
34
Tributary Capital Management
Nebraska
$12M -$182K -18,293 -2%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$11.6M -$670K -67,248 -6%
VLKIM
36
Van Lanschot Kempen Investment Management
Netherlands
$11M +$251K +25,200 +2%
PAM
37
Panagora Asset Management
Massachusetts
$9.12M +$8.98M +900,895 New
DSA
38
Davis Selected Advisers
Arizona
$8.46M +$196K +19,620 +2%
WCP
39
Waterfront Capital Partners
New York
$8.46M -$12.6M -1,261,963 -60%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$7.98M -$3.47M -347,826 -31%
VC
41
Vision Capital
Ontario, Canada
$7.61M +$7.49M +751,757 New
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$7.46M -$298K -29,879 -4%
Invesco
43
Invesco
Georgia
$6.63M -$3.8M -380,856 -37%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$6.38M +$411K +41,214 +7%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.06M -$66.3K -6,656 -1%
CS
46
Credit Suisse
Switzerland
$4.67M -$236K -23,693 -5%
LIP
47
Lighthouse Investment Partners
Florida
$4.55M +$2.49M +250,000 +125%
Canada Life
48
Canada Life
Manitoba, Canada
$4.53M -$132K -13,287 -3%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$4.43M -$205K -20,561 -4%
Swiss National Bank
50
Swiss National Bank
Switzerland
$4.36M -$233K -23,400 -5%

SHO Hedge Fund Activity: Q2 2023 in Review

227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2023, worth a combined $2.17B — down 1.2% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 22 closed out — a net gain of 8 holders — while 78 added to existing stakes and 92 trimmed.

The largest buyer was Franklin Resources, adding an estimated $13.2M. The largest seller was Balyasny Asset Management, cutting an estimated $31.4M.

  • 227 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2023, up from 219 in Q1 2023.
  • Funds reported $2.17B of Sunstone Hotel Investors stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q2 2023 and 22 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2023 was Franklin Resources, an estimated $13.2M added.
  • The largest Sunstone Hotel Investors seller in Q2 2023 was Balyasny Asset Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.