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Sunstone Hotel Investors

185 hedge funds and large institutions have $3.63B invested in Sunstone Hotel Investors in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.04B → $3.63B (+$585M)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.21% less ownership

Funds ownership: 107.16%106.95% (-0.21%)

2% less funds holding

Funds holding: 188185 (-3)

93% less call options, than puts

Call options by funds: $40K | Put options by funds: $539K

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
73
Reduced
69
Closed
21
Calls
$40K
Puts
$539K
Net Calls
-$499K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$10.1M -$5.39M -349,228 -36%
AIMCA
52
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.95M -$2.3M -149,050 -20%
UBS AM
53
UBS AM
Illinois
$9.86M +$216K +14,000 +2%
Asset Management One
54
Asset Management One
Japan
$9.47M -$826K -53,458 -9%
WCP
55
Waterfront Capital Partners
New York
$9.1M -$1.31M -84,750 -13%
TIAAOA
56
Teachers Insurance & Annuity Association of America
New York
$8.44M +$982K +63,556 +14%
American Century Companies
57
American Century Companies
Missouri
$8.33M -$5.54M -358,371 -42%
AAMU
58
APG Asset Management US
New York
$7.59M +$7.1M +459,929 New
Bank of America
59
Bank of America
North Carolina
$7.47M -$864K -55,924 -11%
NFA
60
Nationwide Fund Advisors
Ohio
$7.39M +$48.5K +3,142 +0.7%
Barclays
61
Barclays
United Kingdom
$6.65M -$235K -15,240 -4%
SO
62
STRS Ohio
Ohio
$6.51M -$555K -35,915 -8%
QI
63
QS Investors
New York
$6.51M +$6.09M +394,130 New
AllianceBernstein
64
AllianceBernstein
Tennessee
$6.46M -$97.9K -6,340 -2%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$6.32M +$55.9K +3,621 +1%
Legal & General Group
66
Legal & General Group
United Kingdom
$6.27M +$210K +13,588 +4%
CS
67
Credit Suisse
Switzerland
$6.02M -$658K -42,604 -10%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$4.92M +$275K +17,810 +6%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$4.75M -$299K -19,351 -6%
Invesco
70
Invesco
Georgia
$4.64M +$509K +32,948 +13%
GCA
71
GSI Capital Advisors
California
$4.62M -$791K -51,200 -15%
VRS
72
Virginia Retirement Systems
Virginia
$4.6M -$221K -14,300 -5%
CCMH
73
Cornerstone Capital Management Holdings
New York
$4.49M +$1.4M +90,726 +50%
SCM
74
Schneider Capital Management
Pennsylvania
$4.46M -$2.02M -130,894 -33%
Axa
75
Axa
France
$4.2M +$2.92M +189,300 +291%

SHO Hedge Fund Activity: Q4 2014 in Review

185 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2014, worth a combined $3.63B — up 19% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHO positions and 21 closed out — a net gain of 2 holders — while 73 added to existing stakes and 69 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $54.4M. The largest seller was Blackstone Inc, exiting entirely with an estimated $55.8M sold.

  • 185 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2014, down from 188 in Q3 2014.
  • Funds reported $3.63B of Sunstone Hotel Investors stock for Q4 2014, up 19% quarter-over-quarter.
  • 23 funds opened new Sunstone Hotel Investors positions in Q4 2014 and 21 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2014 was Victory Capital Management, an estimated $54.4M added.
  • The largest Sunstone Hotel Investors seller in Q4 2014 was Blackstone Inc, an estimated $55.8M sold.

Based on aggregated 13F filings for Q4 2014.