We are live on ! Find out more
SHO icon

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
TRCT
176
Tower Research Capital (TRC)
New York
$69K -$46.7K -3,022 -42%
MOACM
177
Mutual of America Capital Management
New York
$49K +$5.41K +350 +13%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$45K +$9.87K +639 +31%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$28K -$3.83K -248 -13%
PAM
180
Panagora Asset Management
Massachusetts
$16K
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$8K -$5.9K -382 -43%
TDC
182
Thompson Davis & Co
Virginia
$8K
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$6K -$4.9K -317 -45%
Manulife (Manufacturers Life Insurance)
184
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.14K -$40.8K -2,644 -2%
PIA
185
Piedmont Investment Advisors
North Carolina
$1.95K
Blackstone Inc
186
Blackstone Inc
New York
-$55.8M -4,034,970 Closed
PSAMP
187
P. Schoenfeld Asset Management (PSAM)
New York
-$13M -938,502 Closed
ESCM
188
Echo Street Capital Management
New York
-$10.5M -762,840 Closed
Fuller & Thaler Asset Management
189
Fuller & Thaler Asset Management
California
-$6.33M -457,988 Closed
PC
190
Paulson & Co
New York
-$3.41M -246,458 Closed
AAM
191
Aberdeen Asset Management
United Kingdom
-$2.96M -213,786 Closed
IA
192
IndexIQ Advisors
New York
-$2.32M -167,820 Closed
WC
193
Wexford Capital
Florida
-$1.98M -143,240 Closed
MCM
194
Matarin Capital Management
New York
-$1.38M -100,157 Closed
SM
195
Stratton Management
Pennsylvania
-$1.13M -81,414 Closed
PP
196
PDT Partners
New York
-$605K -43,812 Closed
CC
197
Cipher Capital
New York
-$507K -36,683 Closed
BMCMI
198
Bryn Mawr Capital Management Inc
Pennsylvania
-$420K -30,400 Closed
EC
199
EJF Capital
Virginia
-$415K -30,000 Closed
RG
200
Renaissance Group
Kentucky
-$241K -17,470 Closed

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.