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Sunstone Hotel Investors

197 hedge funds and large institutions have $3.75B invested in Sunstone Hotel Investors in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

18% more capital invested

Capital invested by funds: $3.19B → $3.75B (+$560M)

2% more funds holding

Funds holding: 193197 (+4)

5% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 74

2.22% less ownership

Funds ownership: 115.67%113.45% (-2.2%)

89% less call options, than puts

Call options by funds: $195K | Put options by funds: $1.71M

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
70
Reduced
74
Closed
24
Calls
$195K
Puts
$1.71M
Net Calls
-$1.51M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
101
Advisors Asset Management
Colorado
$1.68M +$107K +7,706 +8%
Lazard Asset Management
102
Lazard Asset Management
New York
$1.64M -$458K -32,855 -23%
ERSOT
103
Employees Retirement System of Texas
Texas
$1.63M
CCM
104
Century Capital Management
Massachusetts
$1.62M -$154K -11,052 -9%
SAM
105
Shell Asset Management
Netherlands
$1.59M -$12.7K -910 -0.9%
Skandinaviska Enskilda Banken (SEB)
106
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.5M -$519K -37,200 -27%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$1.44M
ProShare Advisors
108
ProShare Advisors
Maryland
$1.41M +$310K +22,211 +32%
VRS
109
Virginia Retirement Systems
Virginia
$1.38M -$1.23M -88,500 -49%
CIP
110
Convergence Investment Partners
Florida
$1.37M +$1.25M +89,861 New
Wolverine Trading
111
Wolverine Trading
Illinois
$1.34M +$845K +60,576 +219%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$1.32M -$645K -46,226 -35%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$1.3M +$872K +62,500 +271%
SOADOR
114
State of Alaska Department of Revenue
Alaska
$1.28M -$561K -40,230 -32%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$1.26M +$868K +62,213 +306%
GC
116
Guggenheim Capital
Illinois
$971K -$1.29M -92,747 -59%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$942K +$509K +36,504 +145%
SG Americas Securities
118
SG Americas Securities
New York
$941K +$456K +32,675 +113%
ClearBridge Investments
119
ClearBridge Investments
New York
$922K -$471K -33,770 -36%
BREA
120
Barings Real Estate Advisers
Connecticut
$887K +$811K +58,148 New
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$772K
JIR
122
James Investment Research
Ohio
$757K
SCA
123
Secor Capital Advisors
New York
$745K +$681K +48,827 New
CCM
124
CrestPoint Capital Management
Missouri
$682K +$130K +9,300 +26%
QT
125
Quantbot Technologies
New York
$656K +$600K +43,055 New

SHO Hedge Fund Activity: Q4 2016 in Review

197 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2016, worth a combined $3.75B — up 18% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 24 closed out — a net gain of 8 holders — while 70 added to existing stakes and 74 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $61.2M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $58.9M.

  • 197 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2016, up from 193 in Q3 2016.
  • Funds reported $3.75B of Sunstone Hotel Investors stock for Q4 2016, up 18% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2016 and 24 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2016 was Fidelity Investments, an estimated $61.2M added.
  • The largest Sunstone Hotel Investors seller in Q4 2016 was Lasalle Investment Management Securities, an estimated $58.9M sold.

Based on aggregated 13F filings for Q4 2016.