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Sunstone Hotel Investors
SHO

231 hedge funds and large institutions have $1.97B invested in Sunstone Hotel Investors in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

2% more funds holding

Funds holding: 227 → 231 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 90

1.79% less ownership

Funds ownership: 103.55% → 101.76% (-1.8%)

9% less capital invested

Capital invested by funds: $2.17B → $1.97B (-$199M)

35% less call options, than puts

Call options by funds: $151K | Put options by funds: $234K

Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
30
Increased
84
Reduced
90
Closed
24
Calls
$151K
Puts
$234K
Net Calls
-$83K
Net Calls Change
-$695K

Top Buyers

1
RIM
Rush Island Management
New York
+$21M
2
Goldman Sachs
Goldman Sachs
New York
+$18.6M
3
H2CM
H/2 Credit Manager
Connecticut
+$13.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$7.89M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$34.6M
2
Franklin Resources
Franklin Resources
California
-$24M
3
KCM
Kennedy Capital Management
Missouri
-$15.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$13M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
AltraVue Capital
Washington
$14.6M – – –
TC
27
Tarsadia Capital
New York
$14.5M +$14.6M +1,548,011 New
Norges Bank
28
Norges Bank
Norway
$13.9M -$2M -211,345 -12%
UBS AM
29
UBS AM
Illinois
$12.2M +$243K +25,717 +2%
TCM
30
Tributary Capital Management
Nebraska
$11.2M +$132K +13,996 +1%
PAM
31
Panagora Asset Management
Massachusetts
$10M +$1.62M +171,238 +19%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$10M -$755K -79,900 -7%
Millennium Management
33
Millennium Management
New York
$9.83M +$7.2M +761,899 +263%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$8.75M +$7.89M +834,757 +824%
DSA
35
Davis Selected Advisers
Arizona
$7.89M +$67.5K +7,140 +0.9%
VLKIM
36
Van Lanschot Kempen Investment Management
Netherlands
$7.84M -$2.34M -247,618 -23%
HA
37
Heartland Advisors
Wisconsin
$7.36M -$4.26M -450,300 -36%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$6.83M -$56.1K -5,934 -0.8%
Invesco
39
Invesco
Georgia
$6.28M +$151K +15,991 +2%
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.09M +$499K +52,835 +9%
Bank of America
41
Bank of America
North Carolina
$5.86M +$4.19M +443,006 +241%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$5.66M -$235K -24,893 -4%
EP
43
Edgestream Partners
New Jersey
$4.73M +$3.46M +366,349 +262%
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$4.58M +$2.33M +247,058 +102%
Canada Life
45
Canada Life
Manitoba, Canada
$4.28M +$109K +11,512 +3%
CS
46
Credit Suisse
Switzerland
$4.15M -$166K -17,527 -4%
Swiss National Bank
47
Swiss National Bank
Switzerland
$4.04M +$17K +1,800 +0.4%
LIP
48
Lighthouse Investment Partners
Florida
$3.74M -$473K -50,000 -11%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$3.52M -$34.6M -3,657,083 -91%
SG Americas Securities
50
SG Americas Securities
New York
$3.49M +$3.31M +350,754 +1,572%
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SHO Hedge Fund Activity: Q3 2023 in Review

231 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2023, worth a combined $1.97B — down 9.2% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 24 closed out — a net gain of 6 holders — while 84 added to existing stakes and 90 trimmed.

The largest buyer was Rush Island Management, adding an estimated $21M. The largest seller was Fidelity Investments, cutting an estimated $34.6M.

  • 231 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2023, up from 227 in Q2 2023.
  • Funds reported $1.97B of Sunstone Hotel Investors stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q3 2023 and 24 closed out, a net change of +6 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2023 was Rush Island Management, an estimated $21M added.
  • The largest Sunstone Hotel Investors seller in Q3 2023 was Fidelity Investments, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2023.