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Sunstone Hotel Investors

197 hedge funds and large institutions have $3.75B invested in Sunstone Hotel Investors in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

18% more capital invested

Capital invested by funds: $3.19B → $3.75B (+$560M)

2% more funds holding

Funds holding: 193197 (+4)

5% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 74

2.22% less ownership

Funds ownership: 115.67%113.45% (-2.2%)

89% less call options, than puts

Call options by funds: $195K | Put options by funds: $1.71M

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
70
Reduced
74
Closed
24
Calls
$195K
Puts
$1.71M
Net Calls
-$1.51M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$11.7M -$32.3M -2,316,540 -75%
SAM
52
Securian Asset Management
Minnesota
$11M +$4.78M +343,100 +90%
ACM
53
Adelante Capital Management
California
$10.1M +$9.2M +659,638 New
PCM
54
Peregrine Capital Management
Minnesota
$9.94M +$885K +63,461 +11%
AllianceBernstein
55
AllianceBernstein
Tennessee
$9.46M -$238K -17,036 -3%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$8.91M +$71.1K +5,100 +0.9%
UBS AM
57
UBS AM
Illinois
$8.54M -$3.21M -229,839 -29%
Asset Management One
58
Asset Management One
Japan
$8.38M +$1.2M +86,204 +19%
AssetMark Inc
59
AssetMark Inc
California
$7.97M +$72.7K +5,210 +1%
Legal & General Group
60
Legal & General Group
United Kingdom
$7.91M -$23.9K -1,716 -0.3%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$6.84M -$169K -12,100 -3%
QI
62
QS Investors
New York
$6.78M -$1.55M -111,171 -20%
SEI Investments
63
SEI Investments
Pennsylvania
$6.72M -$540K -38,706 -8%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$6.54M
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$6.52M +$5.96M +427,602 New
CC
66
Cipher Capital
New York
$6.23M +$3.41M +244,555 +149%
SO
67
STRS Ohio
Ohio
$6.15M +$190K +13,629 +3%
Two Sigma Advisers
68
Two Sigma Advisers
New York
$5.89M +$1.56M +111,627 +41%
Wells Fargo
69
Wells Fargo
California
$5.47M +$1.12M +79,999 +29%
ESCM
70
Echo Street Capital Management
New York
$5.45M -$4.59M -329,484 -48%
Swiss National Bank
71
Swiss National Bank
Switzerland
$5.4M
BlackRock
72
BlackRock
New York
$5.12M +$661K +47,367 +16%
NFA
73
Nationwide Fund Advisors
Ohio
$5M -$161K -11,522 -3%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$4.8M -$15.1K -1,080 -0.3%
First Trust Advisors
75
First Trust Advisors
Illinois
$4.8M -$453K -32,498 -9%

SHO Hedge Fund Activity: Q4 2016 in Review

197 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2016, worth a combined $3.75B — up 18% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 24 closed out — a net gain of 8 holders — while 70 added to existing stakes and 74 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $61.2M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $58.9M.

  • 197 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2016, up from 193 in Q3 2016.
  • Funds reported $3.75B of Sunstone Hotel Investors stock for Q4 2016, up 18% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2016 and 24 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2016 was Fidelity Investments, an estimated $61.2M added.
  • The largest Sunstone Hotel Investors seller in Q4 2016 was Lasalle Investment Management Securities, an estimated $58.9M sold.

Based on aggregated 13F filings for Q4 2016.