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Sunstone Hotel Investors
SHO

231 hedge funds and large institutions have $1.97B invested in Sunstone Hotel Investors in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

2% more funds holding

Funds holding: 227 → 231 (+4)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 90

1.79% less ownership

Funds ownership: 103.55% → 101.76% (-1.8%)

9% less capital invested

Capital invested by funds: $2.17B → $1.97B (-$199M)

35% less call options, than puts

Call options by funds: $151K | Put options by funds: $234K

Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
30
Increased
84
Reduced
90
Closed
24
Calls
$151K
Puts
$234K
Net Calls
-$83K
Net Calls Change
-$695K

Top Buyers

Rank Fund Capital Flow
1
RIM
Rush Island Management
New York
+$21M
2
Goldman Sachs
Goldman Sachs
New York
+$18.6M
3
H2CM
H/2 Credit Manager
Connecticut
+$13.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$7.89M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$34.6M
2
Franklin Resources
Franklin Resources
California
-$24M
3
KCM
Kennedy Capital Management
Missouri
-$15.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$13M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$3.37M +$520 +55 +0%
VA
52
Vident Advisory
Georgia
$3.28M +$3.32M +351,239 New
Asset Management One
53
Asset Management One
Japan
$3.24M -$132K -13,994 -4%
IFA
54
Index Fund Advisors
California
$3.22M +$15.7K +1,664 +0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
55
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.07M +$40K +4,231 +1%
First Trust Advisors
56
First Trust Advisors
Illinois
$3.04M +$1.01M +106,510 +49%
AllianceBernstein
57
AllianceBernstein
Tennessee
$2.99M -$473 -50 -0%
LCM
58
Legato Capital Management
California
$2.88M – – –
Prudential Financial
59
Prudential Financial
New Jersey
$2.84M +$212K +22,468 +8%
Renaissance Technologies
60
Renaissance Technologies
New York
$2.81M +$2.84M +300,296 New
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$2.71M -$27.4K -2,900 -1%
State of New Jersey Common Pension Fund D
62
State of New Jersey Common Pension Fund D
New Jersey
$2.58M +$315K +33,327 +14%
Public Sector Pension Investment Board (PSP Investments)
63
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.39M -$1.05M -111,532 -30%
SDIC
64
South Dakota Investment Council
South Dakota
$2.39M – – –
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$2.32M -$1.78M -188,788 -43%
Nomura Asset Management
66
Nomura Asset Management
Japan
$2.23M +$35.9K +3,800 +2%
PI
67
Putnam Investments
Massachusetts
$2.19M +$486K +51,471 +28%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
68
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.13M +$1.76M +186,600 +449%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$2.13M -$54.8K -5,799 -2%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$2.09M -$168K -17,822 -7%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$2.06M -$222K -23,506 -10%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$1.97M +$513K +54,279 +35%
HFS
73
Hantz Financial Services
Michigan
$1.94M -$528K -55,862 -21%
Citigroup
74
Citigroup
New York
$1.87M -$939K -99,378 -33%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$1.86M -$3.42K -362 -0.2%
1 2
3
4 5

SHO Hedge Fund Activity: Q3 2023 in Review

231 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2023, worth a combined $1.97B — down 9.2% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 24 closed out — a net gain of 6 holders — while 84 added to existing stakes and 90 trimmed.

The largest buyer was Rush Island Management, adding an estimated $21M. The largest seller was Fidelity Investments, cutting an estimated $34.6M.

  • 231 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2023, up from 227 in Q2 2023.
  • Funds reported $1.97B of Sunstone Hotel Investors stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q3 2023 and 24 closed out, a net change of +6 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2023 was Rush Island Management, an estimated $21M added.
  • The largest Sunstone Hotel Investors seller in Q3 2023 was Fidelity Investments, an estimated $34.6M sold.

Based on aggregated 13F filings for Q3 2023.