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Sunstone Hotel Investors
SHO

232 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $645K | Put options by funds: $247K

11% more capital invested

Capital invested by funds: $1.97B → $2.2B (+$225M)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0% more funds holding

Funds holding: 231 → 232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

2.1% less ownership

Funds ownership: 101.76% → 99.66% (-2.1%)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
32
Increased
87
Reduced
87
Closed
30
Calls
$645K
Puts
$247K
Net Calls
+$398K
Net Calls Change
+$481K

Top Buyers

Rank Fund Capital Flow
1
TC
Tarsadia Capital
New York
+$30.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29M
3
Morgan Stanley
Morgan Stanley
New York
+$25.8M
4
SSA
Schonfeld Strategic Advisors
New York
+$16.2M
5
Bank of America
Bank of America
North Carolina
+$9.73M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$64.9M
2
Goldman Sachs
Goldman Sachs
New York
-$27.4M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$18.7M
4
Northern Trust
Northern Trust
Illinois
-$12.2M
5
Millennium Management
Millennium Management
New York
-$9.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
UM
126
UniSuper Management
Australia
$647K – – –
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$644K -$15.8K -1,600 -3%
TRCT
128
Tower Research Capital (TRC)
New York
$643K +$548K +55,624 +1,298%
HS
129
Hazelview Securities
Ontario, Canada
$608K +$257K +26,100 +86%
Pictet Asset Management
130
Pictet Asset Management
Switzerland
$604K – – –
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$596K -$276K -28,012 -34%
ASRS
132
Arizona State Retirement System
Arizona
$590K -$9.85K -999 -2%
FNBOO
133
First National Bank of Omaha
Nebraska
$569K +$49.2K +4,989 +10%
MM
134
MQS Management
New York
$569K +$522K +53,013 New
GC
135
Guggenheim Capital
Illinois
$562K +$75.1K +7,621 +17%
American Century Companies
136
American Century Companies
Missouri
$559K +$31.7K +3,218 +7%
DekaBank Deutsche Girozentrale
137
DekaBank Deutsche Girozentrale
Germany
$536K – – –
YIH
138
Y-Intercept (HK)
Hong Kong
$517K +$475K +48,186 New
Truist Financial
139
Truist Financial
North Carolina
$473K -$13.8K -1,398 -3%
Victory Capital Management
140
Victory Capital Management
Texas
$465K -$209K -21,232 -33%
SO
141
STRS Ohio
Ohio
$456K -$10.8K -1,100 -3%
Aberdeen Group
142
Aberdeen Group
United Kingdom
$444K -$38.2K -3,877 -9%
ProShare Advisors
143
ProShare Advisors
Maryland
$419K +$72.6K +7,366 +23%
Voloridge Investment Management
144
Voloridge Investment Management
Florida
$396K +$363K +36,866 New
XT
145
XTX Topco
Cayman Islands
$390K +$358K +36,360 New
MOACM
146
Mutual of America Capital Management
New York
$386K -$3.49K -354 -1%
NYLIM
147
New York Life Investment Management
New York
$375K -$10.7K -1,084 -3%
TPI
148
Trust Point Inc
Wisconsin
$370K +$340K +34,455 New
US Bancorp
149
US Bancorp
Minnesota
$369K +$193K +19,587 +132%
Public Employees Retirement Association of Colorado
150
Public Employees Retirement Association of Colorado
Colorado
$358K -$97.8K -9,923 -23%
4 5
6
7 8

SHO Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2023, worth a combined $2.2B — up 11% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 30 closed out — a net gain of 2 holders — while 87 added to existing stakes and 87 trimmed.

The largest buyer was Tarsadia Capital, adding an estimated $30.2M. The largest seller was Principal Financial Group, cutting an estimated $64.9M.

  • 232 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q4 2023, up 11% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2023 and 30 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2023 was Tarsadia Capital, an estimated $30.2M added.
  • The largest Sunstone Hotel Investors seller in Q4 2023 was Principal Financial Group, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2023.