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Sunstone Hotel Investors
SHO

185 hedge funds and large institutions have $3.63B invested in Sunstone Hotel Investors in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.04B → $3.63B (+$585M)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.21% less ownership

Funds ownership: 107.16% → 106.95% (-0.21%)

2% less funds holding

Funds holding: 188 → 185 (-3)

93% less call options, than puts

Call options by funds: $40K | Put options by funds: $539K

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
73
Reduced
69
Closed
21
Calls
$40K
Puts
$539K
Net Calls
-$499K
Net Calls Change
-$1.29M

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$54.4M
2
LIMS
Lasalle Investment Management Securities
Maryland
+$53.3M
3
PS
Presima Securities
Quebec, Canada
+$41.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.8M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$25.1M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$55.8M
2
N
Nuveen
North Carolina
-$50.7M
3
Cohen & Steers
Cohen & Steers
New York
-$34.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$29.6M
5
SFM
Systematic Financial Management
New Jersey
-$24.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
101
First Trust Advisors
Illinois
$1.94M +$446K +28,876 +33%
SEI Investments
102
SEI Investments
Pennsylvania
$1.92M +$1.8M +116,246 New
LFFS
103
La Francaise Forum Securities
Connecticut
$1.88M -$34.7K -2,247 -2%
HI
104
Honeywell International
North Carolina
$1.79M +$494K +32,000 +42%
AMI
105
Amica Mutual Insurance
Rhode Island
$1.7M +$118K +7,666 +8%
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$1.61M – – –
Citigroup
107
Citigroup
New York
$1.54M +$1.02M +65,955 +244%
USAA
108
United Services Automobile Association
Texas
$1.49M – – –
LCM
109
Landscape Capital Management
New Jersey
$1.47M +$162K +10,471 +13%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$1.42M – – –
ECM
111
EII Capital Management
New York
$1.35M +$173K +11,200 +16%
UBS Group
112
UBS Group
Switzerland
$1.35M +$1.26M +81,843 New
Nomura Asset Management
113
Nomura Asset Management
Japan
$1.34M +$124K +8,040 +11%
MAM
114
Meeder Asset Management
Ohio
$1.3M -$267K -17,260 -18%
APFBOT
115
Amica Pension Fund Board of Trustees
Rhode Island
$1.28M +$114K +7,356 +10%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$1.22M -$1.46M -94,474 -56%
KBC Group
117
KBC Group
Belgium
$1.15M +$50K +3,234 +5%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$1.07M +$145K +9,406 +17%
CBOA
119
Commonwealth Bank of Australia
Australia
$1.03M -$119K -7,686 -11%
MAM
120
Mizuho Asset Management
Japan
$977K -$144K -9,300 -14%
IGIM
121
I.G. Investment Management
Manitoba, Canada
$944K +$883K +57,184 New
M&T Bank
122
M&T Bank
New York
$891K +$9.14K +592 +1%
GC
123
Guggenheim Capital
Illinois
$889K +$191K +12,364 +30%
ACI
124
AMP Capital Investors
Australia
$867K -$351K -22,700 -31%
VKH
125
Virtu KCG Holdings
New York
$850K +$795K +51,458 New
3 4
5
6 7

SHO Hedge Fund Activity: Q4 2014 in Review

185 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2014, worth a combined $3.63B — up 19% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHO positions and 21 closed out — a net gain of 2 holders — while 73 added to existing stakes and 69 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $54.4M. The largest seller was Blackstone Inc, exiting entirely with an estimated $55.8M sold.

  • 185 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2014, down from 188 in Q3 2014.
  • Funds reported $3.63B of Sunstone Hotel Investors stock for Q4 2014, up 19% quarter-over-quarter.
  • 23 funds opened new Sunstone Hotel Investors positions in Q4 2014 and 21 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2014 was Victory Capital Management, an estimated $54.4M added.
  • The largest Sunstone Hotel Investors seller in Q4 2014 was Blackstone Inc, an estimated $55.8M sold.

Based on aggregated 13F filings for Q4 2014.