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Sunstone Hotel Investors

188 hedge funds and large institutions have $3.04B invested in Sunstone Hotel Investors in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 102 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 48

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.58% more ownership

Funds ownership: 104.58%107.16% (+2.6%)

3% less capital invested

Capital invested by funds: $3.14B → $3.04B (-$102M)

5% less funds holding

Funds holding: 198188 (-10)

30% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 27

Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
19
Increased
102
Reduced
48
Closed
27
Calls
$795K
Puts
Net Calls
+$795K
Net Calls Change
+$787K
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
51
Asset Management One
Japan
$8.6M +$411K +28,306 +5%
UBS AM
52
UBS AM
Illinois
$8.05M -$438K -30,200 -5%
Bank of America
53
Bank of America
North Carolina
$7.02M +$3.81M +262,500 +107%
Fuller & Thaler Asset Management
54
Fuller & Thaler Asset Management
California
$6.33M -$1.99M -137,212 -23%
TIAAOA
55
Teachers Insurance & Annuity Association of America
New York
$6.19M +$595K +41,000 +10%
Deutsche Bank
56
Deutsche Bank
Germany
$6.15M -$60.4M -4,163,478 -90%
NFA
57
Nationwide Fund Advisors
Ohio
$6.15M +$245K +16,907 +4%
QBFM
58
QS Batterymarch Financial Management
New York
$5.97M -$604K -41,630 -9%
SO
59
STRS Ohio
Ohio
$5.95M +$1.4M +96,816 +29%
Prudential Financial
60
Prudential Financial
New Jersey
$5.84M -$3.17M -218,251 -34%
CS
61
Credit Suisse
Switzerland
$5.63M +$133K +9,137 +2%
Barclays
62
Barclays
United Kingdom
$5.6M -$4.11M -283,541 -40%
SCM
63
Schneider Capital Management
Pennsylvania
$5.54M +$3.46M +238,587 +147%
AllianceBernstein
64
AllianceBernstein
Tennessee
$5.49M +$329K +22,702 +6%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$5.24M +$645K +44,422 +13%
Legal & General Group
66
Legal & General Group
United Kingdom
$5.05M +$1.4M +96,317 +36%
GCA
67
GSI Capital Advisors
California
$4.58M +$1.88M +129,900 +64%
WBC
68
Westpac Banking Corp
Australia
$4.33M +$90K +6,200 +2%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$4.24M +$495K +34,107 +12%
VRS
70
Virginia Retirement Systems
Virginia
$4.05M +$466K +32,100 +12%
Two Sigma Investments
71
Two Sigma Investments
New York
$4.04M -$6.32M -435,438 -60%
AQR Capital Management
72
AQR Capital Management
Connecticut
$3.89M +$950K +65,462 +30%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$3.87M +$204K +14,080 +5%
GEM
74
Global Endowment Management
North Carolina
$3.63M -$145K -10,000 -4%
Invesco
75
Invesco
Georgia
$3.43M +$382K +26,307 +12%

SHO Hedge Fund Activity: Q3 2014 in Review

188 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2014, worth a combined $3.04B — down 3.2% from $3.14B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SHO and 19 opened new positions — a net loss of 8 holders — while 48 trimmed existing stakes and 102 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $58.5M. The largest seller was Deutsche Bank, cutting an estimated $60.4M.

  • 188 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2014, down from 198 in Q2 2014.
  • Funds reported $3.04B of Sunstone Hotel Investors stock for Q3 2014, down 3.2% quarter-over-quarter.
  • 19 funds opened new Sunstone Hotel Investors positions in Q3 2014 and 27 closed out, a net change of -8 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2014 was Blackstone Inc, an estimated $58.5M added.
  • The largest Sunstone Hotel Investors seller in Q3 2014 was Deutsche Bank, an estimated $60.4M sold.

Based on aggregated 13F filings for Q3 2014.