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Sunstone Hotel Investors

186 hedge funds and large institutions have $2.48B invested in Sunstone Hotel Investors in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 41

19% more capital invested

Capital invested by funds: $2.08B → $2.48B (+$391M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

1% more funds holding

Funds holding: 185186 (+1)

0.49% more ownership

Funds ownership: 100.6%101.09% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
98
Reduced
41
Closed
26
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
101
ProShare Advisors
Maryland
$1.63M -$1.13M -85,699 -41%
AIG
102
American International Group
New York
$1.63M +$161K +12,219 +11%
Sumitomo Mitsui Trust Group
103
Sumitomo Mitsui Trust Group
Japan
$1.58M +$163K +12,382 +12%
BA
104
BlackRock Advisors
Delaware
$1.58M +$257K +19,521 +20%
Arrowstreet Capital
105
Arrowstreet Capital
Massachusetts
$1.56M +$1.54M +116,798 New
Citigroup
106
Citigroup
New York
$1.56M +$797K +60,591 +109%
IA
107
IndexIQ Advisors
New York
$1.52M +$286K +21,700 +24%
TC
108
TFS Capital
Pennsylvania
$1.47M +$694K +52,750 +93%
ACI
109
AMP Capital Investors
Australia
$1.45M +$343K +26,100 +32%
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$1.4M
SCA
111
Secor Capital Advisors
New York
$1.33M +$1.31M +99,636 New
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$1.24M -$7.25K -551 -0.6%
Credit Agricole
113
Credit Agricole
France
$1.22M -$256K -19,430 -18%
CPS
114
Counsel Portfolio Services
Ontario, Canada
$1.2M
STC
115
SEI Trust Company
Pennsylvania
$1.12M +$873K +66,378 +386%
MFAM
116
Motley Fool Asset Management
Virginia
$978K +$395K +30,000 +70%
U
117
UBS
Switzerland
$973K +$269K +20,478 +39%
AQR Capital Management
118
AQR Capital Management
Connecticut
$941K +$35.5K +2,700 +4%
First Trust Advisors
119
First Trust Advisors
Illinois
$940K +$61.7K +4,689 +7%
KBC Group
120
KBC Group
Belgium
$901K +$162K +12,295 +22%
Lazard Asset Management
121
Lazard Asset Management
New York
$832K +$818K +62,150 New
IPC
122
Independent Portfolio Consultants
Florida
$827K -$25.3K -1,920 -3%
MAM
123
Mizuho Asset Management
Japan
$823K
HI
124
HBK Investments
Texas
$776K +$762K +57,899 New
Nomura Asset Management
125
Nomura Asset Management
Japan
$756K +$62.1K +4,720 +9%

SHO Hedge Fund Activity: Q4 2013 in Review

186 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2013, worth a combined $2.48B — up 19% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SHO positions and 26 closed out — a net gain of 1 holder — while 98 added to existing stakes and 41 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $43.5M. The largest seller was Fidelity Investments, cutting an estimated $30.3M.

  • 186 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2013, up from 185 in Q3 2013.
  • Funds reported $2.48B of Sunstone Hotel Investors stock for Q4 2013, up 19% quarter-over-quarter.
  • 27 funds opened new Sunstone Hotel Investors positions in Q4 2013 and 26 closed out, a net change of +1 holder.
  • The largest Sunstone Hotel Investors buyer in Q4 2013 was Bank of New York Mellon, an estimated $43.5M added.
  • The largest Sunstone Hotel Investors seller in Q4 2013 was Fidelity Investments, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2013.