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Sunstone Hotel Investors
SHO

188 hedge funds and large institutions have $3.04B invested in Sunstone Hotel Investors in 2014 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 102 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 48

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

2.58% more ownership

Funds ownership: 104.58% → 107.16% (+2.6%)

3% less capital invested

Capital invested by funds: $3.14B → $3.04B (-$102M)

5% less funds holding

Funds holding: 198 → 188 (-10)

30% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 27

Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
19
Increased
102
Reduced
48
Closed
27
Calls
$795K
Puts
–
Net Calls
+$795K
Net Calls Change
+$787K

Top Buyers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
+$58.5M
2
Cohen & Steers
Cohen & Steers
New York
+$51.1M
3
SFM
Systematic Financial Management
New Jersey
+$45.6M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$40.8M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.8M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$60.4M
2
SCRM
Security Capital Research & Management
Illinois
-$29.4M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$26.9M
4
American Century Companies
American Century Companies
Missouri
-$22.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$21M
Name Holding Trade Value Shares
Change 		Change in
Stake
PC
76
Paulson & Co
New York
$3.41M – – –
MSA
77
Mason Street Advisors
Wisconsin
$3.4M – – –
ERSOT
78
Employees Retirement System of Texas
Texas
$3.31M – – –
Swiss National Bank
79
Swiss National Bank
Switzerland
$3.07M +$103K +7,100 +3%
AAM
80
Aberdeen Asset Management
United Kingdom
$2.96M +$469K +32,298 +18%
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$2.68M +$204K +14,055 +8%
BlackRock
82
BlackRock
New York
$2.54M +$431K +29,726 +19%
CCMH
83
Cornerstone Capital Management Holdings
New York
$2.5M +$937K +64,569 +55%
PCM
84
Piermont Capital Management
Missouri
$2.49M -$20.6K -1,420 -0.8%
BA
85
BlackRock Advisors
Delaware
$2.42M +$213K +14,665 +9%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$2.33M +$257K +17,693 +12%
IA
87
IndexIQ Advisors
New York
$2.32M +$167K +11,491 +7%
ProShare Advisors
88
ProShare Advisors
Maryland
$2.3M -$209K -14,433 -8%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$2.29M +$1.14M +78,900 +91%
BNP Paribas Asset Management
90
BNP Paribas Asset Management
France
$2.17M +$2.28M +156,866 New
Sumitomo Mitsui Trust Group
91
Sumitomo Mitsui Trust Group
Japan
$2.14M +$372K +25,619 +20%
WC
92
Wexford Capital
Florida
$1.98M +$2.08M +143,240 New
STC
93
SEI Trust Company
Pennsylvania
$1.89M +$1.07M +73,436 +116%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$1.87M – – –
AIG
95
American International Group
New York
$1.85M +$201K +13,885 +12%
MAM
96
Martingale Asset Management
Massachusetts
$1.85M +$26.7K +1,843 +1%
PPA
97
Parametric Portfolio Associates
Washington
$1.76M -$436K -30,028 -19%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$1.72M -$109K -7,500 -6%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$1.69M +$13.7K +941 +0.8%
LFFS
100
La Francaise Forum Securities
Connecticut
$1.61M -$1.34M -92,464 -44%
2 3
4
5 6

SHO Hedge Fund Activity: Q3 2014 in Review

188 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2014, worth a combined $3.04B — down 3.2% from $3.14B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SHO and 19 opened new positions — a net loss of 8 holders — while 48 trimmed existing stakes and 102 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $58.5M. The largest seller was Deutsche Bank, cutting an estimated $60.4M.

  • 188 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2014, down from 198 in Q2 2014.
  • Funds reported $3.04B of Sunstone Hotel Investors stock for Q3 2014, down 3.2% quarter-over-quarter.
  • 19 funds opened new Sunstone Hotel Investors positions in Q3 2014 and 27 closed out, a net change of -8 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2014 was Blackstone Inc, an estimated $58.5M added.
  • The largest Sunstone Hotel Investors seller in Q3 2014 was Deutsche Bank, an estimated $60.4M sold.

Based on aggregated 13F filings for Q3 2014.