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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
UM
126
UniSuper Management
Australia
$610K +$601K +60,300 New
Natixis Advisors
127
Natixis Advisors
Massachusetts
$595K +$168K +16,821 +40%
MYAM
128
Meiji Yasuda Asset Management
Japan
$592K -$13.5K -1,357 -2%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$571K +$139K +13,959 +33%
PAMS
130
Pictet Asset Management (Switzerland)
Switzerland
$570K -$60.3K -6,052 -10%
CCIA
131
Campbell & Co Investment Adviser
Maryland
$566K +$557K +55,920 New
ASRS
132
Arizona State Retirement System
Arizona
$562K -$53.8K -5,400 -9%
Truist Financial
133
Truist Financial
North Carolina
$553K -$153K -15,314 -22%
RJA
134
Raymond James & Associates
Florida
$551K +$27.3K +2,738 +5%
DekaBank Deutsche Girozentrale
135
DekaBank Deutsche Girozentrale
Germany
$500K -$36.2K -3,631 -7%
FNBOO
136
First National Bank of Omaha
Nebraska
$495K
Macquarie Group
137
Macquarie Group
Australia
$481K +$33.6K +3,370 +8%
American Century Companies
138
American Century Companies
Missouri
$469K +$40.6K +4,075 +10%
Aberdeen Group
139
Aberdeen Group
United Kingdom
$456K -$220K -22,098 -33%
GC
140
Guggenheim Capital
Illinois
$454K -$15.3K -1,532 -3%
SO
141
STRS Ohio
Ohio
$441K -$1.1M -110,392 -72%
Public Employees Retirement Association of Colorado
142
Public Employees Retirement Association of Colorado
Colorado
$439K
NYLIM
143
New York Life Investment Management
New York
$422K -$87.3K -8,758 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
144
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$421K +$415K +41,600 New
MOACM
145
Mutual of America Capital Management
New York
$409K -$28.7K -2,879 -7%
NICM
146
Neo Ivy Capital Management
New York
$368K +$362K +36,342 New
Victory Capital Management
147
Victory Capital Management
Texas
$365K -$5.25K -527 -1%
SSA
148
Schonfeld Strategic Advisors
New York
$350K +$345K +34,634 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$336K +$7.84K +787 +2%
ProShare Advisors
150
ProShare Advisors
Maryland
$329K +$18.1K +1,812 +6%

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.