We are live on ! Find out more
SHO icon

Sunstone Hotel Investors

232 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $645K | Put options by funds: $247K

11% more capital invested

Capital invested by funds: $1.97B → $2.2B (+$225M)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0% more funds holding

Funds holding: 231232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

2.1% less ownership

Funds ownership: 101.76%99.66% (-2.1%)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
87
Reduced
87
Closed
30
Calls
$645K
Puts
$247K
Net Calls
+$398K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$17.3M +$9.73M +987,549 +158%
AC
27
AltraVue Capital
Washington
$16.8M
Allianz Asset Management
28
Allianz Asset Management
Germany
$14.8M -$4.1M -416,295 -23%
Norges Bank
29
Norges Bank
Norway
$14.7M -$1.15M -116,685 -8%
TCM
30
Tributary Capital Management
Nebraska
$14.4M +$1.4M +142,105 +12%
UBS AM
31
UBS AM
Illinois
$13.6M -$280K -28,391 -2%
Goldman Sachs
32
Goldman Sachs
New York
$12.8M -$27.4M -2,776,587 -70%
PAM
33
Panagora Asset Management
Massachusetts
$11.7M +$187K +19,018 +2%
Principal Financial Group
34
Principal Financial Group
Iowa
$11.5M -$64.9M -6,586,973 -86%
Invesco
35
Invesco
Georgia
$11M +$3.48M +352,680 +53%
DSA
36
Davis Selected Advisers
Arizona
$9.08M +$29K +2,940 +0.3%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$8.89M +$8.16M +828,449 New
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$8.79M -$2.46M -249,906 -23%
VLKIM
39
Van Lanschot Kempen Investment Management
Netherlands
$8.54M -$418K -42,457 -5%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$7.43M +$857K +86,996 +14%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$7.39M -$412K -41,775 -6%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.57M -$387K -39,291 -6%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$5.6M +$318K +32,238 +7%
Canada Life
44
Canada Life
Manitoba, Canada
$5.04M +$132K +13,361 +3%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$4.77M +$4.38M +444,600 New
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.57M +$1.68M +170,244 +66%
Swiss National Bank
47
Swiss National Bank
Switzerland
$4.16M -$440K -44,600 -10%
VA
48
Vident Advisory
Georgia
$4.06M +$267K +27,053 +8%
CS
49
Credit Suisse
Switzerland
$4M -$700K -71,074 -16%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$3.93M +$62K +6,289 +2%

SHO Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2023, worth a combined $2.2B — up 11% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 30 closed out — a net gain of 2 holders — while 87 added to existing stakes and 87 trimmed.

The largest buyer was Tarsadia Capital, adding an estimated $30.2M. The largest seller was Principal Financial Group, cutting an estimated $64.9M.

  • 232 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q4 2023, up 11% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2023 and 30 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2023 was Tarsadia Capital, an estimated $30.2M added.
  • The largest Sunstone Hotel Investors seller in Q4 2023 was Principal Financial Group, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2023.