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Sunstone Hotel Investors
SHO

232 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $645K | Put options by funds: $247K

11% more capital invested

Capital invested by funds: $1.97B → $2.2B (+$225M)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0% more funds holding

Funds holding: 231 → 232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

2.1% less ownership

Funds ownership: 101.76% → 99.66% (-2.1%)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
87
Reduced
87
Closed
30
Calls
$645K
Puts
$247K
Net Calls
+$398K
Net Calls Change
+$481K

Top Buyers

Rank Fund Capital Flow
1
TC
Tarsadia Capital
New York
+$30.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29M
3
Morgan Stanley
Morgan Stanley
New York
+$25.8M
4
SSA
Schonfeld Strategic Advisors
New York
+$16.2M
5
Bank of America
Bank of America
North Carolina
+$9.73M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$64.9M
2
Goldman Sachs
Goldman Sachs
New York
-$27.4M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$18.7M
4
Northern Trust
Northern Trust
Illinois
-$12.2M
5
Millennium Management
Millennium Management
New York
-$9.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
51
Index Fund Advisors
California
$3.72M +$25.2K +2,553 +0.7%
Barclays
52
Barclays
United Kingdom
$3.57M +$2.23M +226,771 +213%
Asset Management One
53
Asset Management One
Japan
$3.55M -$192K -19,465 -6%
AllianceBernstein
54
AllianceBernstein
Tennessee
$3.44M +$10.5K +1,063 +0.3%
Citadel Advisors
55
Citadel Advisors
Florida
$3.42M +$2.77M +280,800 +734%
LCM
56
Legato Capital Management
California
$3.31M – – –
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$3.11M -$3.04K -309 -0.1%
SDIC
58
South Dakota Investment Council
South Dakota
$2.75M – – –
State of New Jersey Common Pension Fund D
59
State of New Jersey Common Pension Fund D
New Jersey
$2.73M -$209K -21,227 -8%
Prudential Financial
60
Prudential Financial
New Jersey
$2.65M -$556K -56,393 -19%
Nomura Asset Management
61
Nomura Asset Management
Japan
$2.53M -$29.5K -2,990 -1%
First Trust Advisors
62
First Trust Advisors
Illinois
$2.53M -$889K -90,173 -28%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$2.52M +$120K +12,133 +5%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$2.5M +$335K +34,000 +17%
SOADOR
65
State of Alaska Department of Revenue
Alaska
$2.4M -$36.4K -3,696 -2%
Citigroup
66
Citigroup
New York
$2.38M +$210K +21,330 +11%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$2.33M +$1.03M +104,960 +94%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$2.26M -$1.63M -165,758 -44%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$2.25M -$102K -10,306 -5%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$2.22M -$35.7K -3,627 -2%
PI
71
Putnam Investments
Massachusetts
$2.13M -$346K -35,069 -15%
UBS Group
72
UBS Group
Switzerland
$2.11M +$1.11M +112,388 +133%
HFS
73
Hantz Financial Services
Michigan
$2.05M -$169K -17,120 -8%
ERSOT
74
Employees Retirement System of Texas
Texas
$2.04M – – –
PA
75
Paralel Advisors
Colorado
$2M +$1.84M +186,325 New
1 2
3
4 5

SHO Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2023, worth a combined $2.2B — up 11% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 30 closed out — a net gain of 2 holders — while 87 added to existing stakes and 87 trimmed.

The largest buyer was Tarsadia Capital, adding an estimated $30.2M. The largest seller was Principal Financial Group, cutting an estimated $64.9M.

  • 232 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q4 2023, up 11% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2023 and 30 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2023 was Tarsadia Capital, an estimated $30.2M added.
  • The largest Sunstone Hotel Investors seller in Q4 2023 was Principal Financial Group, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2023.