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Sunstone Hotel Investors

197 hedge funds and large institutions have $3.75B invested in Sunstone Hotel Investors in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

18% more capital invested

Capital invested by funds: $3.19B → $3.75B (+$560M)

2% more funds holding

Funds holding: 193197 (+4)

5% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 74

2.22% less ownership

Funds ownership: 115.67%113.45% (-2.2%)

89% less call options, than puts

Call options by funds: $195K | Put options by funds: $1.71M

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
70
Reduced
74
Closed
24
Calls
$195K
Puts
$1.71M
Net Calls
-$1.51M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
176
AGF Investments LLC
Ontario, Canada
$61K +$54.9K +3,940 New
PG
177
PEAK6 Group
Illinois
$58K +$52.9K +3,794 New
MOACM
178
Mutual of America Capital Management
New York
$47K
HFM
179
Harvest Fund Management
China
$46K +$42.4K +3,040 New
PCM
180
Penserra Capital Management
California
$38K +$3.95K +283 +12%
Federated Hermes
181
Federated Hermes
Pennsylvania
$26K -$1.94K -139 -7%
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$17K
Acadian Asset Management
183
Acadian Asset Management
Massachusetts
$16K +$3.12K +224 +26%
MA
184
MUFG Americas
New York
$9K +$990 +71 +13%
SGAM
185
Smith Group Asset Management
Texas
$9K +$3.42K +245 +66%
Simplex Trading
186
Simplex Trading
Illinois
$9K +$8.35K +599 New
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.5K +466 New
Group One Trading
188
Group One Trading
Illinois
$6K
KTC
189
Kistler-Tiffany Companies
Pennsylvania
$6K
GT
190
Glenmede Trust
Pennsylvania
$4K -$4.84K -347 -55%
AG
191
Advisor Group
Arizona
$4K +$1.46K +105 +77%
MFS
192
MSI Financial Services
Massachusetts
$3K +$14 +1 +0.5%
PA
193
Parallel Advisors
California
$3K +$3.03K +217 New
FNBT
194
FineMark National Bank & Trust
Florida
$2K +$2.13K +153 New
IA
195
IFP Advisors
Florida
$1K
OFW
196
Omnia Family Wealth
Florida
$1K +$1.28K +92 New
GA
197
GRS Advisors
Illinois
-$11.6M -903,381 Closed
William Blair Investment Management
198
William Blair Investment Management
Illinois
-$8M -625,768 Closed
LCM
199
Landscape Capital Management
New Jersey
-$5.26M -411,300 Closed
HCM
200
Highbridge Capital Management
New York
-$3.5M -273,544 Closed

SHO Hedge Fund Activity: Q4 2016 in Review

197 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2016, worth a combined $3.75B — up 18% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 24 closed out — a net gain of 8 holders — while 70 added to existing stakes and 74 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $61.2M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $58.9M.

  • 197 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2016, up from 193 in Q3 2016.
  • Funds reported $3.75B of Sunstone Hotel Investors stock for Q4 2016, up 18% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2016 and 24 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2016 was Fidelity Investments, an estimated $61.2M added.
  • The largest Sunstone Hotel Investors seller in Q4 2016 was Lasalle Investment Management Securities, an estimated $58.9M sold.

Based on aggregated 13F filings for Q4 2016.