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Sunstone Hotel Investors

199 hedge funds and large institutions have $2.93B invested in Sunstone Hotel Investors in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

10% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 70

1% more funds holding

Funds holding: 197199 (+2)

0.66% more ownership

Funds ownership: 111.28%111.94% (+0.66%)

12% less capital invested

Capital invested by funds: $3.32B → $2.93B (-$394M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
5.31%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
77
Reduced
70
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$110K -$23.4K -1,865 -17%
SAMC
177
Shinko Asset Management Company
Japan
$95K -$22.5K -1,800 -19%
ARMT
178
Amica Retiree Medical Trust
Rhode Island
$75K
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$70K -$1.24M -99,189 -94%
MOACM
180
Mutual of America Capital Management
New York
$37K
CCA
181
Checchi Capital Advisers
California
$32K +$11.8K +940 +55%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$25K -$2.48K -198 -9%
US Bancorp
183
US Bancorp
Minnesota
$19K -$1.83K -146 -8%
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$17K +$17.3K +1,383 New
Acadian Asset Management
185
Acadian Asset Management
Massachusetts
$14K -$174K -13,912 -92%
NIT
186
NumerixS Investment Technologies
British Columbia, Canada
$13K -$1.25M -99,501 -99%
FHA
187
First Horizon Advisors
Tennessee
$12K
AG
188
Advisor Group
Arizona
$10K +$11.1K +888 New
Loomis, Sayles & Company
189
Loomis, Sayles & Company
Massachusetts
$9K +$9.82K +784 New
GT
190
Glenmede Trust
Pennsylvania
$7K -$1.13M -90,449 -99%
IA
191
IFP Advisors
Florida
$7K +$6.77K +541 New
MA
192
MUFG Americas
New York
$6K +$3.92K +313 +142%
Simplex Trading
193
Simplex Trading
Illinois
$5K +$5.45K +435 New
KTC
194
Kistler-Tiffany Companies
Pennsylvania
$4K
SGAM
195
Smith Group Asset Management
Texas
$4K
MFS
196
MSI Financial Services
Massachusetts
$2K -$1.26K -101 -41%
IR
197
Invictus RG
Bermuda
$2K +$1.83K +146 New
PIA
198
Piedmont Investment Advisors
North Carolina
$1.48K
AL
199
AJO LP
Pennsylvania
-$6.59M -470,699 Closed
SAM
200
Securian Asset Management
Minnesota
-$5.82M -415,376 Closed

SHO Hedge Fund Activity: Q2 2016 in Review

199 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2016, worth a combined $2.93B — down 12% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SHO positions and 25 closed out — a net gain of 4 holders — while 77 added to existing stakes and 70 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $33.5M. The largest seller was Brookfield Corp, cutting an estimated $31.2M.

  • 199 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2016, up from 197 in Q1 2016.
  • Funds reported $2.93B of Sunstone Hotel Investors stock for Q2 2016, down 12% quarter-over-quarter.
  • 29 funds opened new Sunstone Hotel Investors positions in Q2 2016 and 25 closed out, a net change of +4 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2016 was Bank of New York Mellon, an estimated $33.5M added.
  • The largest Sunstone Hotel Investors seller in Q2 2016 was Brookfield Corp, an estimated $31.2M sold.

Based on aggregated 13F filings for Q2 2016.