We are live on ! Find out more
SHO icon

Sunstone Hotel Investors

219 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

21,900% more call options, than puts

Call options by funds: $440K | Put options by funds: $2K

1% more capital invested

Capital invested by funds: $2.17B → $2.2B (+$29M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 87

1.22% less ownership

Funds ownership: 108.16%106.95% (-1.2%)

8% less funds holding

Funds holding: 238219 (-19)

42% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 38

Holders
219
Holders Change
-19
Holders Change %
-7.98%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
80
Reduced
87
Closed
38
Calls
$440K
Puts
$2K
Net Calls
+$438K
Net Calls Change
+$360K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$4.54M +$64.1K +6,320 +1%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$4.52M +$1.39M +136,977 +43%
Swiss National Bank
53
Swiss National Bank
Switzerland
$4.49M -$593K -58,500 -11%
First Trust Advisors
54
First Trust Advisors
Illinois
$4.34M +$1.12M +110,617 +34%
Bank of America
55
Bank of America
North Carolina
$4.05M -$149K -14,707 -3%
SEI Investments
56
SEI Investments
Pennsylvania
$3.88M +$616K +60,732 +18%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$3.86M -$422K -41,608 -10%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.66M -$129K -12,732 -3%
ZCM
59
Ziegler Capital Management
Illinois
$3.62M -$2.68M -264,206 -42%
SG Americas Securities
60
SG Americas Securities
New York
$3.55M +$947K +93,336 +35%
Asset Management One
61
Asset Management One
Japan
$3.44M -$520K -51,294 -13%
IFA
62
Index Fund Advisors
California
$3.36M +$17K +1,675 +0.5%
AllianceBernstein
63
AllianceBernstein
Tennessee
$3.18M -$529K -52,147 -14%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$2.93M -$12.2K -1,200 -0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
65
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.79M +$345K +34,039 +14%
Wells Fargo
66
Wells Fargo
California
$2.74M -$581K -57,267 -17%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$2.71M -$22.8K -2,248 -0.8%
E
68
Ergoteles
New York
$2.69M +$2.76M +271,936 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$2.61M -$57.5K -5,665 -2%
SDIC
70
South Dakota Investment Council
South Dakota
$2.53M
SOADOR
71
State of Alaska Department of Revenue
Alaska
$2.51M +$7.93K +782 +0.3%
Prudential Financial
72
Prudential Financial
New Jersey
$2.36M +$239K +23,573 +11%
Sumitomo Mitsui Trust Group
73
Sumitomo Mitsui Trust Group
Japan
$2.33M +$1.14K +112 +0%
Nomura Asset Management
74
Nomura Asset Management
Japan
$2.28M +$24.3K +2,400 +1%
COPPSERS
75
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.2M -$24.3K -2,398 -1%

SHO Hedge Fund Activity: Q1 2023 in Review

219 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2023, worth a combined $2.2B — up 1.3% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SHO and 22 opened new positions — a net loss of 16 holders — while 87 trimmed existing stakes and 80 added.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $21.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $24.5M sold.

  • 219 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2023, down from 238 in Q4 2022.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q1 2023, up 1.3% quarter-over-quarter.
  • 22 funds opened new Sunstone Hotel Investors positions in Q1 2023 and 38 closed out, a net change of -16 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2023 was Waterfront Capital Partners, an estimated $21.3M added.
  • The largest Sunstone Hotel Investors seller in Q1 2023 was Lord, Abbett & Co, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2023.