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Sunstone Hotel Investors

239 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,943% more call options, than puts

Call options by funds: $572K | Put options by funds: $28K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 232239 (+7)

0% more capital invested

Capital invested by funds: $2.2B → $2.2B (+$765K)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.73% less ownership

Funds ownership: 99.66%96.93% (-2.7%)

14% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 97

Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
83
Reduced
97
Closed
23
Calls
$572K
Puts
$28K
Net Calls
+$544K
Net Calls Change
+$146K
Name Holding Trade Value Shares
Change
Change in
Stake
AC
26
AltraVue Capital
Washington
$17.3M -$141K -12,940 -0.8%
Allianz Asset Management
27
Allianz Asset Management
Germany
$16.7M +$1.25M +114,356 +8%
Citadel Advisors
28
Citadel Advisors
Florida
$15M +$11.3M +1,030,558 +323%
Macquarie Group
29
Macquarie Group
Australia
$14.9M +$13M +1,191,078 +822%
TCM
30
Tributary Capital Management
Nebraska
$14.8M -$93.3K -8,540 -0.6%
UBS AM
31
UBS AM
Illinois
$13.7M -$411K -37,630 -3%
Goldman Sachs
32
Goldman Sachs
New York
$13.7M +$361K +33,067 +3%
Ameriprise
33
Ameriprise
Minnesota
$13.7M -$9.38M -858,236 -41%
Invesco
34
Invesco
Georgia
$13.3M +$1.84M +168,024 +16%
Norges Bank
35
Norges Bank
Norway
$12.8M -$2.32M -212,436 -16%
Principal Financial Group
36
Principal Financial Group
Iowa
$11.9M -$49.8K -4,562 -0.4%
PAM
37
Panagora Asset Management
Massachusetts
$11.7M -$398K -36,449 -3%
VLKIM
38
Van Lanschot Kempen Investment Management
Netherlands
$11.5M +$2.56M +234,622 +29%
DSA
39
Davis Selected Advisers
Arizona
$9.09M -$327K -29,900 -4%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$9.01M -$118K -10,772 -1%
Marshall Wace
41
Marshall Wace
United Kingdom
$8.08M +$7.92M +725,122 New
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$7.99M +$267K +24,435 +4%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$7.66M -$12.4K -1,136 -0.2%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.41M -$401K -36,733 -6%
Renaissance Technologies
45
Renaissance Technologies
New York
$5.92M +$3.86M +353,511 +198%
Canada Life
46
Canada Life
Manitoba, Canada
$5.46M +$210K +19,231 +4%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.69M -$57K -5,220 -1%
Asset Management One
48
Asset Management One
Japan
$4.61M +$945K +86,547 +26%
Swiss National Bank
49
Swiss National Bank
Switzerland
$4.29M -$28.4K -2,600 -0.7%
Millennium Management
50
Millennium Management
New York
$4.21M +$3.07M +280,776 +290%

SHO Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2024, worth a combined $2.2B — up 0.03% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHO positions and 23 closed out — a net gain of 8 holders — while 83 added to existing stakes and 97 trimmed.

The largest buyer was Macquarie Group, adding an estimated $13M. The largest seller was Morgan Stanley, cutting an estimated $29.4M.

  • 239 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2024, up from 232 in Q4 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q1 2024, up 0.03% quarter-over-quarter.
  • 31 funds opened new Sunstone Hotel Investors positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2024 was Macquarie Group, an estimated $13M added.
  • The largest Sunstone Hotel Investors seller in Q1 2024 was Morgan Stanley, an estimated $29.4M sold.

Based on aggregated 13F filings for Q1 2024.