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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
Credit Agricole
126
Credit Agricole
France
$653K +$148K +10,645 +33%
AG
127
Aperio Group
California
$632K -$21.3K -1,525 -4%
Stifel Financial
128
Stifel Financial
Missouri
$623K
EVM
129
Eaton Vance Management
Massachusetts
$621K -$20.1K -1,439 -3%
AIMCA
130
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$594K -$1.13M -80,865 -67%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$583K +$533K +38,245 New
M&T Bank
132
M&T Bank
New York
$564K -$176K -12,651 -25%
AW
133
Alpha Windward
Massachusetts
$554K +$63.4K +4,550 +14%
ACI
134
AMP Capital Investors
Australia
$510K
Mitsubishi UFJ Asset Management
135
Mitsubishi UFJ Asset Management
Japan
$504K -$49.2K -3,527 -10%
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$503K -$8.02K -575 -2%
BPM
137
Bowling Portfolio Management
Ohio
$496K +$87.1K +6,249 +24%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$485K +$159K +11,377 +56%
CG
139
Clinton Group
New York
$473K -$350K -25,101 -45%
NMERB
140
New Mexico Educational Retirement Board
New Mexico
$468K
Axa
141
Axa
France
$435K -$5.74M -411,673 -94%
AB
142
Amalgamated Bank
New York
$416K +$48.5K +3,478 +15%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$414K -$12.6M -900,399 -97%
PAM
144
Panagora Asset Management
Massachusetts
$406K -$4.05M -290,277 -92%
1GA
145
1st Global Advisors
Texas
$406K -$7.67K -550 -2%
Pacer Advisors
146
Pacer Advisors
Pennsylvania
$386K +$27.1K +1,946 +8%
V
147
Veritable
Delaware
$351K -$94.4K -6,771 -23%
Canada Pension Plan Investment Board
148
Canada Pension Plan Investment Board
Ontario, Canada
$338K +$176K +12,600 +132%
PSUF
149
People's United Financial
Connecticut
$337K +$308K +22,081 New
RA
150
RMR Advisors
Massachusetts
$305K +$279K +20,000 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.