We are live on ! Find out more
SHO icon

Sunstone Hotel Investors

227 hedge funds and large institutions have $2.17B invested in Sunstone Hotel Investors in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $406K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

4% more funds holding

Funds holding: 219227 (+8)

1% less capital invested

Capital invested by funds: $2.2B → $2.17B (-$27.4M)

3.4% less ownership

Funds ownership: 106.95%103.55% (-3.4%)

15% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 92

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
78
Reduced
92
Closed
22
Calls
$1.02M
Puts
$406K
Net Calls
+$612K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$2.22M -$2.19M -220,187 -50%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$2.01M -$69.8K -7,000 -3%
Amundi
78
Amundi
France
$1.96M +$391K +39,245 +26%
Deutsche Bank
79
Deutsche Bank
Germany
$1.94M -$11.4K -1,144 -0.6%
Bank of America
80
Bank of America
North Carolina
$1.86M -$2.25M -226,017 -55%
PI
81
Putnam Investments
Massachusetts
$1.85M -$56.9K -5,713 -3%
TPSF
82
Texas Permanent School Fund
Texas
$1.85M +$11.4K +1,147 +0.6%
E
83
Ergoteles
New York
$1.81M -$927K -93,018 -34%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$1.59M -$3.22M -322,880 -67%
WBC
85
Westpac Banking Corp
Australia
$1.48M -$4.11M -412,679 -74%
EP
86
Edgestream Partners
New Jersey
$1.41M +$1.39M +139,569 New
Voloridge Investment Management
87
Voloridge Investment Management
Florida
$1.4M -$3.34M -335,392 -71%
MAM
88
Martingale Asset Management
Massachusetts
$1.32M +$501K +50,294 +63%
CSS
89
Cubist Systematic Strategies
Connecticut
$1.29M +$1.27M +127,625 New
SEI Investments
90
SEI Investments
Pennsylvania
$1.29M -$2.65M -265,398 -68%
State of Tennessee, Department of Treasury
91
State of Tennessee, Department of Treasury
Tennessee
$1.26M -$37K -3,712 -3%
Mitsubishi UFJ Asset Management
92
Mitsubishi UFJ Asset Management
Japan
$1.25M +$70.3K +7,048 +6%
TC
93
TwinBeech Capital
New York
$1.19M +$1.17M +117,655 New
HRES
94
Heitman Real Estate Securities
Illinois
$1.19M +$114K +11,430 +11%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$1.19M
HSBC Holdings
96
HSBC Holdings
United Kingdom
$1.18M -$136K -13,685 -10%
AIG
97
American International Group
New York
$1.13M -$38.4K -3,850 -3%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$1.13M +$30.6K +3,068 +3%
MIM
99
MetLife Investment Management
New Jersey
$1.11M
ERSOT
100
Employees Retirement System of Texas
Texas
$1.11M -$399K -40,000 -27%

SHO Hedge Fund Activity: Q2 2023 in Review

227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2023, worth a combined $2.17B — down 1.2% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 22 closed out — a net gain of 8 holders — while 78 added to existing stakes and 92 trimmed.

The largest buyer was Franklin Resources, adding an estimated $13.2M. The largest seller was Balyasny Asset Management, cutting an estimated $31.4M.

  • 227 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2023, up from 219 in Q1 2023.
  • Funds reported $2.17B of Sunstone Hotel Investors stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q2 2023 and 22 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2023 was Franklin Resources, an estimated $13.2M added.
  • The largest Sunstone Hotel Investors seller in Q2 2023 was Balyasny Asset Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.