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Sunstone Hotel Investors

190 hedge funds and large institutions have $3.82B invested in Sunstone Hotel Investors in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

2.18% less ownership

Funds ownership: 113.38%111.2% (-2.2%)

3% less funds holding

Funds holding: 195190 (-5)

9% less capital invested

Capital invested by funds: $4.22B → $3.82B (-$401M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

21% less call options, than puts

Call options by funds: $192K | Put options by funds: $244K

Holders
190
Holders Change
-5
Holders Change %
-2.56%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
69
Reduced
74
Closed
31
Calls
$192K
Puts
$244K
Net Calls
-$52K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
TL
176
TrueWealth LLC
Georgia
$9K
KTC
177
Kistler-Tiffany Companies
Pennsylvania
$6K
AssetMark Inc
178
AssetMark Inc
California
$4K -$361 -23 -9%
IFAM
179
Institutional & Family Asset Management
Colorado
$3K +$2.85K +182 New
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$2K -$3.42K -218 -58%
PCG
181
Private Capital Group
Connecticut
$2K
RFC
182
Regions Financial Corp
Alabama
$2K +$1.77K +113 New
ASN
183
Advisory Services Network
Georgia
$2K +$2.35K +150 New
PA
184
Parallel Advisors
California
$1K -$2.34K -149 -68%
MOS
185
MGO One Seven
Ohio
$1K
OFW
186
Omnia Family Wealth
Florida
$1K
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$1K +$1.15K +73 New
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$1K +$1.27K +81 New
CIMLRA
189
CBRE Investment Management Listed Real Assets
Pennsylvania
-$45.2M -2,734,421 Closed
WCP
190
Waterfront Capital Partners
New York
-$6.68M -404,212 Closed
APG Asset Management
191
APG Asset Management
Netherlands
-$5.19M -377,200 Closed
MAM
192
Martingale Asset Management
Massachusetts
-$2.46M -148,622 Closed
Kayne Anderson Rudnick Investment Management
193
Kayne Anderson Rudnick Investment Management
California
-$2.3M -139,023 Closed
OAM
194
Orinda Asset Management
California
-$2.23M -135,000 Closed
HI
195
Honeywell International
North Carolina
-$2.07M -125,484 Closed
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
-$1.95M -118,157 Closed
BPM
197
Bowling Portfolio Management
Ohio
-$1.56M -94,495 Closed
SFM
198
Systematic Financial Management
New Jersey
-$1.49M -90,025 Closed
Acadian Asset Management
199
Acadian Asset Management
Massachusetts
-$1.38M -83,743 Closed
Canada Pension Plan Investment Board
200
Canada Pension Plan Investment Board
Ontario, Canada
-$867K -52,466 Closed

SHO Hedge Fund Activity: Q1 2018 in Review

190 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2018, worth a combined $3.82B — down 9.5% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SHO and 27 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 69 added.

The largest buyer was Invesco, adding an estimated $28.3M. The largest seller was Deutsche Bank, cutting an estimated $90.1M.

  • 190 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2018, down from 195 in Q4 2017.
  • Funds reported $3.82B of Sunstone Hotel Investors stock for Q1 2018, down 9.5% quarter-over-quarter.
  • 27 funds opened new Sunstone Hotel Investors positions in Q1 2018 and 31 closed out, a net change of -4 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2018 was Invesco, an estimated $28.3M added.
  • The largest Sunstone Hotel Investors seller in Q1 2018 was Deutsche Bank, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2018.