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
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$1.1M +$106K +10,600 +11%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$1.03M -$31.4M -3,147,614 -97%
Mirae Asset Global Investments
103
Mirae Asset Global Investments
South Korea
$992K -$20.5K -2,053 -2%
PMEF
104
Point72 Middle East FZE
United Arab Emirates
$983K +$969K +97,168 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$979K -$718K -72,048 -43%
EGM
106
Engineers Gate Manager
New York
$917K +$903K +90,602 New
YCM
107
Yousif Capital Management
Michigan
$867K -$71.3K -7,157 -8%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$853K +$21.8K +2,190 +3%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$847K -$130K -13,070 -14%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$846K
AB
111
Amalgamated Bank
New York
$845K -$48.7K -4,890 -6%
ECM
112
ExodusPoint Capital Management
New York
$840K +$827K +82,976 New
MSRPS
113
Maryland State Retirement & Pension System
Maryland
$817K -$40.3K -4,042 -5%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$806K +$78.2K +7,845 +11%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$793K -$38.2K -3,837 -5%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$786K +$25K +2,506 +3%
AM
117
AGF Management
Ontario, Canada
$774K
VAM
118
Vert Asset Management
California
$736K +$102K +10,257 +16%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$697K +$37.2K +3,729 +6%
GAM
120
Gotham Asset Management
New York
$688K +$110K +11,040 +19%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$654K -$29.9K -3,000 -4%
Daiwa Securities Group
122
Daiwa Securities Group
Japan
$644K -$6.32K -634 -1%
VIA
123
Vident Investment Advisory
Georgia
$634K +$17.2K +1,727 +3%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$625K +$12.5K +1,257 +2%
State Board of Administration of Florida Retirement System
125
State Board of Administration of Florida Retirement System
Florida
$620K

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.