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Sunstone Hotel Investors
SHO

188 hedge funds and large institutions have $2.97B invested in Sunstone Hotel Investors in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $53K | Put options by funds: $29K

4.78% more ownership

Funds ownership: 105.29% → 110.07% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 75

8% less funds holding

Funds holding: 204 → 188 (-16)

8% less capital invested

Capital invested by funds: $3.23B → $2.97B (-$253M)

52% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 29

Holders
188
Holders Change
-16
Holders Change %
-7.84%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
72
Reduced
75
Closed
29
Calls
$53K
Puts
$29K
Net Calls
+$24K
Net Calls Change
-$56K

Top Buyers

Rank Fund Capital Flow
1
HRES
Heitman Real Estate Securities
Illinois
+$60.4M
2
Cohen & Steers
Cohen & Steers
New York
+$45.5M
3
BC
Brookfield Corp
Ontario, Canada
+$44.3M
4
Deutsche Bank
Deutsche Bank
Germany
+$25.3M
5
LIMS
Lasalle Investment Management Securities
Maryland
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$29.8M
2
BAMCO Inc
BAMCO Inc
New York
-$26M
3
Northern Trust
Northern Trust
Illinois
-$22.7M
4
Citadel Advisors
Citadel Advisors
Florida
-$17M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$15.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Schroder Investment Management Group
76
Schroder Investment Management Group
United Kingdom
$3.69M -$69.7K -4,839 -2%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.45M -$199K -13,796 -5%
PPA
78
Parametric Portfolio Associates
Washington
$3.25M +$1.38M +95,433 +63%
SI
79
Standard Investments
New York
$3.23M -$1.88M -130,371 -35%
ERSOT
80
Employees Retirement System of Texas
Texas
$3.19M – – –
Barclays
81
Barclays
United Kingdom
$3.04M -$1.05M -73,124 -24%
CCMH
82
Cornerstone Capital Management Holdings
New York
$2.79M -$111K -7,669 -4%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$2.61M -$1.82M -126,634 -39%
PCM
84
Piermont Capital Management
Missouri
$2.59M +$93.2K +6,470 +3%
BA
85
BlackRock Advisors
Delaware
$2.56M -$183K -12,730 -6%
BlackRock
86
BlackRock
New York
$2.42M -$76.3K -5,293 -3%
GCA
87
GSI Capital Advisors
California
$2.18M +$1.45M +100,738 +157%
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$2.03M -$124K -8,616 -5%
GC
89
Globeflex Capital
California
$2.03M – – –
JG
90
Jefferies Group
New York
$2.03M +$2.21M +153,332 +225,488%
Sumitomo Mitsui Trust Group
91
Sumitomo Mitsui Trust Group
Japan
$2.03M +$96.2K +6,675 +5%
Lazard Asset Management
92
Lazard Asset Management
New York
$1.99M +$473K +32,800 +28%
Allianz Asset Management
93
Allianz Asset Management
Germany
$1.97M +$2.15M +149,072 New
MAM
94
Martingale Asset Management
Massachusetts
$1.74M +$19.4K +1,348 +1%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$1.74M -$142K -9,875 -7%
AIG
96
American International Group
New York
$1.62M +$2.1K +146 +0.1%
USAA
97
United Services Automobile Association
Texas
$1.56M – – –
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$1.56M – – –
HI
99
Honeywell International
North Carolina
$1.52M +$380K +26,400 +30%
Nomura Asset Management
100
Nomura Asset Management
Japan
$1.49M +$144K +10,000 +10%
2 3
4
5 6

SHO Hedge Fund Activity: Q3 2015 in Review

188 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2015, worth a combined $2.97B — down 7.8% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SHO and 14 opened new positions — a net loss of 15 holders — while 75 trimmed existing stakes and 72 added.

The largest buyer was Heitman Real Estate Securities, opening a new position worth an estimated $60.4M. The largest seller was JP Morgan Chase, cutting an estimated $29.8M.

  • 188 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2015, down from 204 in Q2 2015.
  • Funds reported $2.97B of Sunstone Hotel Investors stock for Q3 2015, down 7.8% quarter-over-quarter.
  • 14 funds opened new Sunstone Hotel Investors positions in Q3 2015 and 29 closed out, a net change of -15 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2015 was Heitman Real Estate Securities, an estimated $60.4M added.
  • The largest Sunstone Hotel Investors seller in Q3 2015 was JP Morgan Chase, an estimated $29.8M sold.

Based on aggregated 13F filings for Q3 2015.