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Sunstone Hotel Investors

185 hedge funds and large institutions have $3.63B invested in Sunstone Hotel Investors in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.04B → $3.63B (+$585M)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.21% less ownership

Funds ownership: 107.16%106.95% (-0.21%)

2% less funds holding

Funds holding: 188185 (-3)

93% less call options, than puts

Call options by funds: $40K | Put options by funds: $539K

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
73
Reduced
69
Closed
21
Calls
$40K
Puts
$539K
Net Calls
-$499K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
151
Mitsubishi UFJ Asset Management
Japan
$344K +$28.6K +1,850 +10%
NBC
152
Neuberger Berman Canada
Ontario, Canada
$335K -$371K -24,000 -54%
WAM
153
Wolverine Asset Management
Illinois
$318K +$850 +55 +0.3%
EVM
154
Eaton Vance Management
Massachusetts
$317K -$13.9K -900 -4%
1GA
155
1st Global Advisors
Texas
$300K +$14.1K +911 +5%
AIP
156
Ameritas Investment Partners
Nebraska
$299K
IPC
157
Independent Portfolio Consultants
Florida
$296K -$572K -37,030 -67%
BA
158
Boston Advisors
Massachusetts
$285K
V
159
Veritable
Delaware
$284K
PAM
160
Princeton Alpha Management
New Jersey
$282K +$5.19K +336 +2%
FM
161
Forward Management
California
$279K +$261K +16,900 New
Canada Life
162
Canada Life
Manitoba, Canada
$260K
Royal Bank of Canada
163
Royal Bank of Canada
Ontario, Canada
$252K +$167K +10,841 +244%
Credit Agricole
164
Credit Agricole
France
$242K -$37.1K -2,400 -15%
ADMI
165
Albert D. Mason Inc
Massachusetts
$237K +$222K +14,340 New
Tudor Investment Corp
166
Tudor Investment Corp
Connecticut
$206K +$193K +12,469 New
ARMT
167
Amica Retiree Medical Trust
Rhode Island
$198K +$12.3K +799 +7%
BJ
168
BlackRock Japan
Japan
$177K -$31.4K -2,035 -16%
Two Sigma Investments
169
Two Sigma Investments
New York
$169K -$4.36M -282,005 -96%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$165K
Federated Hermes
171
Federated Hermes
Pennsylvania
$157K -$283K -18,300 -66%
US Bancorp
172
US Bancorp
Minnesota
$140K -$119K -7,692 -48%
Canada Pension Plan Investment Board
173
Canada Pension Plan Investment Board
Ontario, Canada
$137K
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$108K +$94.1K +6,091 +1,413%
SAMC
175
Shinko Asset Management Company
Japan
$103K -$18.1K -1,175 -16%

SHO Hedge Fund Activity: Q4 2014 in Review

185 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2014, worth a combined $3.63B — up 19% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHO positions and 21 closed out — a net gain of 2 holders — while 73 added to existing stakes and 69 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $54.4M. The largest seller was Blackstone Inc, exiting entirely with an estimated $55.8M sold.

  • 185 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2014, down from 188 in Q3 2014.
  • Funds reported $3.63B of Sunstone Hotel Investors stock for Q4 2014, up 19% quarter-over-quarter.
  • 23 funds opened new Sunstone Hotel Investors positions in Q4 2014 and 21 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2014 was Victory Capital Management, an estimated $54.4M added.
  • The largest Sunstone Hotel Investors seller in Q4 2014 was Blackstone Inc, an estimated $55.8M sold.

Based on aggregated 13F filings for Q4 2014.