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Sunstone Hotel Investors

186 hedge funds and large institutions have $2.48B invested in Sunstone Hotel Investors in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 41

19% more capital invested

Capital invested by funds: $2.08B → $2.48B (+$391M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

1% more funds holding

Funds holding: 185186 (+1)

0.49% more ownership

Funds ownership: 100.6%101.09% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
98
Reduced
41
Closed
26
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
176
Axa
France
$19K -$1.23M -93,700 -99%
PAM
177
Panagora Asset Management
Massachusetts
$19K
WEC
178
Winslow Evans & Crocker
Massachusetts
$14K +$14.1K +1,070 New
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$10K -$553 -42 -5%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$8K +$3.66K +278 +83%
PIA
181
Piedmont Investment Advisors
North Carolina
$4.07K
SGAM
182
Smith Group Asset Management
Texas
$4K
Royal Bank of Canada
183
Royal Bank of Canada
Ontario, Canada
$3K -$166K -12,632 -98%
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$3K -$540 -41 -18%
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.66K +$75K +5,702 +5%
TRCT
186
Tower Research Capital (TRC)
New York
$1K -$162K -12,304 -100%
Fidelity International
187
Fidelity International
Bermuda
-$3M -235,800 Closed
OAM
188
Oxford Asset Management
United Kingdom
-$2.15M -169,190 Closed
BIG
189
Blackthorn Investment Group
Kansas
-$1.85M -145,286 Closed
SONJCPFE
190
State of New Jersey Common Pension Fund E
New Jersey
-$1.15M -90,000 Closed
HW
191
Hancock Whitney
Mississippi
-$987K -77,427 Closed
SOAMC
192
Spirit of America Management Corp
New York
-$956K -75,000 Closed
ARTA
193
A.R.T. Advisors
New York
-$724K -56,870 Closed
Los Angeles Capital Management
194
Los Angeles Capital Management
California
-$614K -48,212 Closed
PP
195
PDT Partners
New York
-$507K -39,800 Closed
GH
196
GAM Holding
Switzerland
-$434K -34,037 Closed
ZIM
197
Zacks Investment Management
Illinois
-$421K -33,078 Closed
PP
198
Paloma Partners
Connecticut
-$417K -32,705 Closed
T
199
TradeWorx
New Jersey
-$247K -19,383 Closed
QT
200
Quantbot Technologies
New York
-$239K -18,800 Closed

SHO Hedge Fund Activity: Q4 2013 in Review

186 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2013, worth a combined $2.48B — up 19% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SHO positions and 26 closed out — a net gain of 1 holder — while 98 added to existing stakes and 41 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $43.5M. The largest seller was Fidelity Investments, cutting an estimated $30.3M.

  • 186 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2013, up from 185 in Q3 2013.
  • Funds reported $2.48B of Sunstone Hotel Investors stock for Q4 2013, up 19% quarter-over-quarter.
  • 27 funds opened new Sunstone Hotel Investors positions in Q4 2013 and 26 closed out, a net change of +1 holder.
  • The largest Sunstone Hotel Investors buyer in Q4 2013 was Bank of New York Mellon, an estimated $43.5M added.
  • The largest Sunstone Hotel Investors seller in Q4 2013 was Fidelity Investments, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2013.