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Sunstone Hotel Investors

238 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 23

13% more funds holding

Funds holding: 210238 (+28)

5.64% more ownership

Funds ownership: 104.38%110.01% (+5.6%)

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

1% less capital invested

Capital invested by funds: $2.22B → $2.2B (-$23.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

62% less call options, than puts

Call options by funds: $51K | Put options by funds: $135K

Holders
238
Holders Change
+28
Holders Change %
+13.33%
% of All Funds
4.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
84
Reduced
78
Closed
23
Calls
$51K
Puts
$135K
Net Calls
-$84K
Net Calls Change
-$116K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$5.6M +$2.92M +270,216 +83%
Swiss National Bank
52
Swiss National Bank
Switzerland
$4.81M -$89.7K -8,300 -2%
VRS
53
Virginia Retirement Systems
Virginia
$4.32M +$4.96M +458,600 New
Canada Life
54
Canada Life
Manitoba, Canada
$4.18M +$2.77M +256,591 +136%
Citadel Advisors
55
Citadel Advisors
Florida
$4.09M -$1.25M -115,700 -21%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$4.07M +$99.8K +9,227 +2%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$3.96M +$2.2M +203,742 +94%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.67M +$4.21M +389,178 New
Asset Management One
59
Asset Management One
Japan
$3.6M -$613K -56,731 -13%
AllianceBernstein
60
AllianceBernstein
Tennessee
$3.59M +$386K +35,714 +10%
Wells Fargo
61
Wells Fargo
California
$3.58M +$1.88M +173,442 +84%
WBC
62
Westpac Banking Corp
Australia
$3.49M -$2.61M -241,105 -39%
CS
63
Credit Suisse
Switzerland
$3.43M -$7.84K -725 -0.2%
SEI Investments
64
SEI Investments
Pennsylvania
$3.27M -$135K -12,530 -3%
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$3.26M
IFA
66
Index Fund Advisors
California
$3.18M
Voloridge Investment Management
67
Voloridge Investment Management
Florida
$3.03M +$2.55M +235,693 +275%
First Trust Advisors
68
First Trust Advisors
Illinois
$2.97M +$1.52M +140,730 +80%
LCM
69
Legato Capital Management
California
$2.86M -$774K -71,590 -19%
Bank of America
70
Bank of America
North Carolina
$2.83M -$725K -67,097 -18%
Capital Fund Management (CFM)
71
Capital Fund Management (CFM)
France
$2.76M +$1.07M +98,577 +51%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$2.67M +$2.21M +204,874 +261%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$2.61M +$3M +277,040 New
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.53M -$115K -10,594 -4%
UBS Group
75
UBS Group
Switzerland
$2.51M +$1.11M +102,346 +62%

SHO Hedge Fund Activity: Q3 2022 in Review

238 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2022, worth a combined $2.2B — down 1% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SHO positions and 23 closed out — a net gain of 29 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $193M. The largest seller was Deutsche Bank, cutting an estimated $69.5M.

  • 238 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2022, up from 210 in Q2 2022.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q3 2022, down 1% quarter-over-quarter.
  • 52 funds opened new Sunstone Hotel Investors positions in Q3 2022 and 23 closed out, a net change of +29 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2022 was BlackRock, an estimated $193M added.
  • The largest Sunstone Hotel Investors seller in Q3 2022 was Deutsche Bank, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2022.