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Sunstone Hotel Investors

186 hedge funds and large institutions have $2.48B invested in Sunstone Hotel Investors in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 41

19% more capital invested

Capital invested by funds: $2.08B → $2.48B (+$391M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

1% more funds holding

Funds holding: 185186 (+1)

0.49% more ownership

Funds ownership: 100.6%101.09% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
98
Reduced
41
Closed
26
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$7.19M +$2.38M +181,162 +51%
AL
52
AJO LP
Pennsylvania
$7.15M +$7.02M +533,700 New
MAA
53
Managed Account Advisors
New Jersey
$7.15M +$1.85M +140,744 +36%
QBFM
54
QS Batterymarch Financial Management
New York
$7.03M -$41.7K -3,170 -0.6%
SO
55
STRS Ohio
Ohio
$6.77M -$522K -39,642 -7%
Bank of America
56
Bank of America
North Carolina
$6.5M +$1.45M +110,044 +29%
Renaissance Technologies
57
Renaissance Technologies
New York
$6.33M +$6.22M +472,619 New
Goldman Sachs
58
Goldman Sachs
New York
$6.23M +$179K +13,636 +3%
UBS AM
59
UBS AM
Illinois
$6.01M +$1.6M +121,220 +37%
TIAAOA
60
Teachers Insurance & Annuity Association of America
New York
$5.99M +$499K +37,890 +9%
AllianceBernstein
61
AllianceBernstein
Tennessee
$5.39M +$220K +16,747 +4%
BG
62
BlackRock Group
United Kingdom
$5.28M +$1.38M +104,798 +36%
RFC
63
Russell Frank Company
Washington
$5.28M +$1.81M +137,801 +50%
Capital Fund Management (CFM)
64
Capital Fund Management (CFM)
France
$4.72M +$2.55M +194,022 +123%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.44M +$679K +51,613 +18%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$4.44M +$504K +38,300 +13%
NFA
67
Nationwide Fund Advisors
Ohio
$4.04M +$457K +34,741 +13%
Legal & General Group
68
Legal & General Group
United Kingdom
$3.91M +$595K +45,219 +18%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$3.85M +$3.5M +265,985 +1,247%
WCP
70
Waterfront Capital Partners
New York
$3.78M +$3.71M +282,310 New
SCM
71
Stevens Capital Management
Pennsylvania
$3.68M +$3.62M +274,936 New
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$3.64M -$13K -990 -0.4%
BNP Paribas Asset Management
73
BNP Paribas Asset Management
France
$3.62M
Morgan Stanley
74
Morgan Stanley
New York
$3.6M +$656K +49,857 +23%
WBC
75
Westpac Banking Corp
Australia
$3.53M +$133K +10,100 +4%

SHO Hedge Fund Activity: Q4 2013 in Review

186 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2013, worth a combined $2.48B — up 19% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SHO positions and 26 closed out — a net gain of 1 holder — while 98 added to existing stakes and 41 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $43.5M. The largest seller was Fidelity Investments, cutting an estimated $30.3M.

  • 186 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2013, up from 185 in Q3 2013.
  • Funds reported $2.48B of Sunstone Hotel Investors stock for Q4 2013, up 19% quarter-over-quarter.
  • 27 funds opened new Sunstone Hotel Investors positions in Q4 2013 and 26 closed out, a net change of +1 holder.
  • The largest Sunstone Hotel Investors buyer in Q4 2013 was Bank of New York Mellon, an estimated $43.5M added.
  • The largest Sunstone Hotel Investors seller in Q4 2013 was Fidelity Investments, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2013.