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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
SMDAM
151
Sumitomo Mitsui DS Asset Management
Japan
$328K +$29.9K +3,000 +10%
ECM
152
Everence Capital Management
Indiana
$322K
DT
153
Diversified Trust
Tennessee
$313K +$308K +30,916 New
BPCE
154
Bank Pictet & Cie (Europe)
Germany
$311K +$306K +30,711 New
State of Wisconsin Investment Board
155
State of Wisconsin Investment Board
Wisconsin
$283K +$14.3K +1,435 +5%
BNP Paribas Asset Management
156
BNP Paribas Asset Management
France
$281K -$26.7K -2,677 -9%
P
157
Pitcairn
Pennsylvania
$266K -$12.4K -1,245 -5%
VCA
158
Verdence Capital Advisors
Maryland
$253K -$21.8K -2,186 -8%
CC
159
Centiva Capital
New York
$252K -$4.74K -476 -2%
AQR Capital Management
160
AQR Capital Management
Connecticut
$248K -$10.8K -1,086 -4%
NAM
161
Nissay Asset Management
Japan
$247K +$8.46K +849 +4%
VanEck Associates
162
VanEck Associates
New York
$237K +$1.89K +190 +0.8%
PCM
163
Penserra Capital Management
California
$233K -$66.1K -6,628 -22%
CIBC Asset Management
164
CIBC Asset Management
Ontario, Canada
$228K -$9.15K -918 -4%
Mariner
165
Mariner
Kansas
$227K +$28.6K +2,865 +15%
SG Americas Securities
166
SG Americas Securities
New York
$226K -$3.36M -336,974 -94%
Lazard Asset Management
167
Lazard Asset Management
New York
$224K +$4.76K +478 +2%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$216K -$82.3K -8,261 -28%
WAM
169
Wolverine Asset Management
Illinois
$213K +$50.5K +5,063 +32%
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$195K +$19.6K +1,969 +11%
Squarepoint
171
Squarepoint
New York
$192K +$189K +18,996 New
M&T Bank
172
M&T Bank
New York
$188K -$15.9K -1,596 -8%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$188K +$2.6K +261 +1%
I
174
InceptionR
California
$183K +$180K +18,098 New
MLICM
175
Metropolitan Life Insurance Company (MetLife)
New York
$182K +$3.38K +339 +2%

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.