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Sunstone Hotel Investors

227 hedge funds and large institutions have $2.17B invested in Sunstone Hotel Investors in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $406K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

4% more funds holding

Funds holding: 219227 (+8)

1% less capital invested

Capital invested by funds: $2.2B → $2.17B (-$27.4M)

3.4% less ownership

Funds ownership: 106.95%103.55% (-3.4%)

15% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 92

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
78
Reduced
92
Closed
22
Calls
$1.02M
Puts
$406K
Net Calls
+$612K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$3.8M +$1.01M +100,926 +37%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.72M -$24.3K -2,436 -0.7%
Jane Street
53
Jane Street
New York
$3.68M +$3.34M +334,609 +1,160%
Asset Management One
54
Asset Management One
Japan
$3.65M +$117K +11,756 +3%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$3.64M -$308K -30,875 -8%
IFA
56
Index Fund Advisors
California
$3.46M +$17.7K +1,776 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
57
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.28M +$417K +41,835 +15%
AllianceBernstein
58
AllianceBernstein
Tennessee
$3.23M -$22.2K -2,230 -0.7%
LCM
59
Legato Capital Management
California
$3.12M +$3.07M +308,371 New
Citigroup
60
Citigroup
New York
$3.03M +$1.18M +117,976 +65%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$2.96M -$34.4K -3,456 -1%
Millennium Management
62
Millennium Management
New York
$2.93M +$2.54M +254,797 +730%
Prudential Financial
63
Prudential Financial
New Jersey
$2.85M +$420K +42,143 +18%
HFS
64
Hantz Financial Services
Michigan
$2.67M +$669K +67,145 +34%
SDIC
65
South Dakota Investment Council
South Dakota
$2.59M
Wells Fargo
66
Wells Fargo
California
$2.55M -$250K -25,043 -9%
Barclays
67
Barclays
United Kingdom
$2.54M +$1.36M +136,244 +118%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$2.46M -$203K -20,347 -8%
State of New Jersey Common Pension Fund D
69
State of New Jersey Common Pension Fund D
New Jersey
$2.46M +$241K +24,228 +11%
Tudor Investment Corp
70
Tudor Investment Corp
Connecticut
$2.45M +$2.42M +242,581 New
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$2.44M +$54.9K +5,508 +2%
Nomura Asset Management
72
Nomura Asset Management
Japan
$2.38M +$37.9K +3,800 +2%
COPPSERS
73
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.37M +$113K +11,325 +5%
SOADOR
74
State of Alaska Department of Revenue
Alaska
$2.37M -$200K -20,113 -8%
UBS Group
75
UBS Group
Switzerland
$2.24M +$2M +200,523 +969%

SHO Hedge Fund Activity: Q2 2023 in Review

227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2023, worth a combined $2.17B — down 1.2% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 22 closed out — a net gain of 8 holders — while 78 added to existing stakes and 92 trimmed.

The largest buyer was Franklin Resources, adding an estimated $13.2M. The largest seller was Balyasny Asset Management, cutting an estimated $31.4M.

  • 227 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2023, up from 219 in Q1 2023.
  • Funds reported $2.17B of Sunstone Hotel Investors stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q2 2023 and 22 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2023 was Franklin Resources, an estimated $13.2M added.
  • The largest Sunstone Hotel Investors seller in Q2 2023 was Balyasny Asset Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.