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Sunstone Hotel Investors

193 hedge funds and large institutions have $3.77B invested in Sunstone Hotel Investors in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

1% more capital invested

Capital invested by funds: $3.75B → $3.77B (+$21.6M)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

1.91% less ownership

Funds ownership: 113.45%111.53% (-1.9%)

2% less funds holding

Funds holding: 197193 (-4)

14% less call options, than puts

Call options by funds: $395K | Put options by funds: $459K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
72
Reduced
72
Closed
26
Calls
$395K
Puts
$459K
Net Calls
-$64K
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
151
Migdal Insurance & Financial Holdings
Israel
$282K +$280K +18,784 New
GH
152
GAM Holding
Switzerland
$278K +$9.52K +639 +4%
IOOF
153
Independent Order of Foresters
Ontario, Canada
$255K
PA
154
Profund Advisors
Maryland
$251K -$13.4K -901 -5%
NFA
155
Nuveen Fund Advisors
Illinois
$226K -$31.4K -2,105 -13%
LCM
156
Landscape Capital Management
New Jersey
$225K +$532K +35,711 New
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$219K +$8.56K +575 +4%
US Bancorp
158
US Bancorp
Minnesota
$217K +$36.5K +2,448 +21%
CMBA
159
C.M. Bidwell & Associates
Hawaii
$210K +$204K +13,690 New
ADMI
160
Albert D. Mason Inc
Massachusetts
$206K
URS
161
Utah Retirement Systems
Utah
$199K +$28.3K +1,900 +17%
BFM
162
Boothbay Fund Management
New York
$197K +$192K +12,866 New
QC
163
QCM Cayman
Texas
$181K +$176K +11,809 New
NBC
164
Neuberger Berman Canada
Ontario, Canada
$175K +$170K +11,400 New
GWM
165
Greenwich Wealth Management
Connecticut
$170K +$166K +11,120 New
PCMC
166
Paragon Capital Management (Colorado)
Colorado
$167K +$162K +10,906 New
SMDAM
167
Sumitomo Mitsui DS Asset Management
Japan
$161K
IPC
168
Independent Portfolio Consultants
Florida
$131K -$11.5K -773 -8%
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$121K +$6.69K +449 +6%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$97K -$1.68K -113 -2%
Simplex Trading
171
Simplex Trading
Illinois
$94K +$82.7K +5,553 +927%
PAM
172
Panagora Asset Management
Massachusetts
$79K -$320K -21,463 -81%
WAM
173
Wealthspire Advisors (Maryland)
Maryland
$71K +$68.8K +4,620 New
PCM
174
Prelude Capital Management
New York
$54K +$52.1K +3,500 New
UBS Group
175
UBS Group
Switzerland
$47K -$190K -12,765 -81%

SHO Hedge Fund Activity: Q1 2017 in Review

193 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2017, worth a combined $3.77B — up 0.58% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 26 closed out — a net gain of 4 holders — while 72 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $117M sold.

  • 193 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2017, down from 197 in Q4 2016.
  • Funds reported $3.77B of Sunstone Hotel Investors stock for Q1 2017, up 0.58% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q1 2017 and 26 closed out, a net change of +4 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2017 was BlackRock, an estimated $286M added.
  • The largest Sunstone Hotel Investors seller in Q1 2017 was Lasalle Investment Management Securities, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2017.