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Sunstone Hotel Investors

202 hedge funds and large institutions have $3.66B invested in Sunstone Hotel Investors in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 78

9% more funds holding

Funds holding: 185202 (+17)

1% more capital invested

Capital invested by funds: $3.63B → $3.66B (+$34M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.51% less ownership

Funds ownership: 106.95%105.44% (-1.5%)

28% less call options, than puts

Call options by funds: $250K | Put options by funds: $348K

Holders
202
Holders Change
+17
Holders Change %
+9.19%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
91
Reduced
78
Closed
14
Calls
$250K
Puts
$348K
Net Calls
-$98K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
51
abrdn Investment Management
United Kingdom
$10.6M -$2.77M -161,583 -20%
MAA
52
Managed Account Advisors
New Jersey
$10.1M -$4.32M -251,685 -29%
ESCM
53
Echo Street Capital Management
New York
$10.1M +$10.4M +603,757 New
Bank of America
54
Bank of America
North Carolina
$9.54M +$2.06M +120,014 +27%
UBS AM
55
UBS AM
Illinois
$9.4M -$561K -32,682 -5%
BNP Paribas Asset Management
56
BNP Paribas Asset Management
France
$9.19M +$7.2M +419,587 +319%
Asset Management One
57
Asset Management One
Japan
$9.16M -$160K -9,325 -2%
AIMCA
58
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.04M -$1.03M -60,249 -10%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$8.77M -$12.5M -727,471 -58%
TIAAOA
60
Teachers Insurance & Annuity Association of America
New York
$8.04M -$502K -29,221 -6%
William Blair & Company
61
William Blair & Company
Illinois
$7.93M +$8.17M +475,901 New
Morgan Stanley
62
Morgan Stanley
New York
$7.82M -$44.1M -2,566,714 -85%
SAM
63
Securian Asset Management
Minnesota
$7.51M +$7.74M +450,800 New
NFA
64
Nationwide Fund Advisors
Ohio
$7.33M -$145K -8,468 -2%
SMDAM
65
Sumitomo Mitsui DS Asset Management
Japan
$6.88M +$7.08M +412,672 New
AllianceBernstein
66
AllianceBernstein
Tennessee
$6.87M +$362K +21,071 +5%
QI
67
QS Investors
New York
$6.56M -$5.99K -349 -0.1%
Barclays
68
Barclays
United Kingdom
$6.5M -$160K -9,320 -2%
RFC
69
Russell Frank Company
Washington
$6.31M -$15M -874,820 -70%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$6.27M -$113K -6,598 -2%
SO
71
STRS Ohio
Ohio
$6.19M -$397K -23,119 -6%
CS
72
Credit Suisse
Switzerland
$5.93M -$155K -9,037 -2%
Legal & General Group
73
Legal & General Group
United Kingdom
$5.59M -$752K -43,794 -12%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$5.13M +$171K +9,954 +3%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$4.98M +$982K +57,205 +23%

SHO Hedge Fund Activity: Q1 2015 in Review

202 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2015, worth a combined $3.66B — up 0.94% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 14 closed out — a net gain of 18 holders — while 91 added to existing stakes and 78 trimmed.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $77.6M. The largest seller was Cohen & Steers, cutting an estimated $209M.

  • 202 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2015, up from 185 in Q4 2014.
  • Funds reported $3.66B of Sunstone Hotel Investors stock for Q1 2015, up 0.94% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q1 2015 and 14 closed out, a net change of +18 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2015 was Lasalle Investment Management Securities, an estimated $77.6M added.
  • The largest Sunstone Hotel Investors seller in Q1 2015 was Cohen & Steers, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2015.