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Sunstone Hotel Investors
SHO

204 hedge funds and large institutions have $2.87B invested in Sunstone Hotel Investors in 2015 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 87 increasing their positions, 59 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

47% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 59

9% more funds holding

Funds holding: 188 → 204 (+16)

1.42% more ownership

Funds ownership: 110.07% → 111.49% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $2.97B → $2.87B (-$107M)

50% less call options, than puts

Call options by funds: $485K | Put options by funds: $964K

Holders
204
Holders Change
+16
Holders Change %
+8.51%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
87
Reduced
59
Closed
19
Calls
$485K
Puts
$964K
Net Calls
-$479K
Net Calls Change
-$503K

Top Buyers

1
Invesco
Invesco
Georgia
+$86M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$19.1M
3
Millennium Management
Millennium Management
New York
+$18.9M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$16.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$83.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$29.3M
3
N
Nuveen
North Carolina
-$26.5M
4
Prudential Financial
Prudential Financial
New Jersey
-$20.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
76
AQR Capital Management
Connecticut
$3.91M -$674K -47,629 -13%
CCMH
77
Cornerstone Capital Management Holdings
New York
$3.7M +$1.21M +85,410 +40%
Swiss National Bank
78
Swiss National Bank
Switzerland
$3.56M – – –
PPA
79
Parametric Portfolio Associates
Washington
$3.09M +$19.4K +1,372 +0.6%
CPS
80
Counsel Portfolio Services
Ontario, Canada
$3.07M +$3.47M +245,578 New
ERSOT
81
Employees Retirement System of Texas
Texas
$3.01M – – –
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.01M -$281K -19,853 -8%
TIAAOA
83
Teachers Insurance & Annuity Association of America
New York
$2.85M -$3.02M -213,406 -48%
Barclays
84
Barclays
United Kingdom
$2.81M +$9.98K +706 +0.3%
Skandinaviska Enskilda Banken (SEB)
85
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.45M +$2.78M +196,300 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$2.3M +$2.34M +165,125 +873%
Lazard Asset Management
87
Lazard Asset Management
New York
$2.24M +$413K +29,224 +19%
CEP
88
Chicago Equity Partners
Illinois
$2.11M -$2.43M -171,906 -50%
BA
89
BlackRock Advisors
Delaware
$2.05M -$419K -29,646 -15%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$1.96M +$49.9K +3,525 +2%
Sumitomo Mitsui Trust Group
91
Sumitomo Mitsui Trust Group
Japan
$1.94M -$6.59K -466 -0.3%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$1.83M +$692K +48,946 +50%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$1.72M +$86.6K +6,124 +5%
AIG
94
American International Group
New York
$1.53M -$3K -212 -0.2%
Nomura Asset Management
95
Nomura Asset Management
Japan
$1.5M +$105K +7,400 +7%
SAM
96
Shell Asset Management
Netherlands
$1.49M +$1.69M +119,463 New
SAM
97
Securian Asset Management
Minnesota
$1.48M -$7.66M -541,400 -82%
FM
98
Forward Management
California
$1.47M +$1.67M +117,900 New
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$1.47M – – –
D.E. Shaw & Co
100
D.E. Shaw & Co
New York
$1.45M -$4.3M -304,058 -72%
2 3
4
5 6

SHO Hedge Fund Activity: Q4 2015 in Review

204 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2015, worth a combined $2.87B — down 3.6% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHO positions and 19 closed out — a net gain of 17 holders — while 87 added to existing stakes and 59 trimmed.

The largest buyer was Invesco, adding an estimated $86M. The largest seller was Cohen & Steers, cutting an estimated $83.8M.

  • 204 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2015, up from 188 in Q3 2015.
  • Funds reported $2.87B of Sunstone Hotel Investors stock for Q4 2015, down 3.6% quarter-over-quarter.
  • 36 funds opened new Sunstone Hotel Investors positions in Q4 2015 and 19 closed out, a net change of +17 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2015 was Invesco, an estimated $86M added.
  • The largest Sunstone Hotel Investors seller in Q4 2015 was Cohen & Steers, an estimated $83.8M sold.

Based on aggregated 13F filings for Q4 2015.