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Sunstone Hotel Investors

210 hedge funds and large institutions have $2.22B invested in Sunstone Hotel Investors in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,067% more call options, than puts

Call options by funds: $35K | Put options by funds: $3K

5.42% more ownership

Funds ownership: 98.96%104.38% (+5.4%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

2% less funds holding

Funds holding: 215210 (-5)

13% less capital invested

Capital invested by funds: $2.55B → $2.22B (-$327M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 99

Holders
210
Holders Change
-5
Holders Change %
-2.33%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
25
Increased
66
Reduced
99
Closed
27
Calls
$35K
Puts
$3K
Net Calls
+$32K
Net Calls Change
-$389K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
176
Gotham Asset Management
New York
$117K -$99.7K -8,720 -43%
X
177
Xponance
Pennsylvania
$116K +$14.8K +1,294 +12%
Rafferty Asset Management
178
Rafferty Asset Management
New York
$109K -$247K -21,629 -66%
Osaic Holdings
179
Osaic Holdings
Arizona
$107K +$7.62K +666 +7%
FF
180
FourThought Financial
Florida
$98K +$26.3K +2,296 +30%
TRCT
181
Tower Research Capital (TRC)
New York
$85K +$69.3K +6,062 +240%
SOW
182
State of Wyoming
Wyoming
$39K +$45.4K +3,967 New
Mitsubishi UFJ Trust & Banking
183
Mitsubishi UFJ Trust & Banking
Japan
$38K -$74.8K -6,538 -63%
UB
184
UMB Bank
Missouri
$29K
EI
185
Ellevest Inc
New York
$19K -$3.56K -311 -14%
C
186
Covestor
United Kingdom
$17K -$34 -3 -0.2%
RTC
187
Riverview Trust Company
Washington
$17K
S
188
SignatureFD
Georgia
$17K +$18.8K +1,640 +2,377%
IA
189
IFP Advisors
Florida
$13K
BMD
190
Better Money Decisions
New Mexico
$12K +$13.9K +1,215 New
KFI
191
Key Financial Inc
Pennsylvania
$7K
MA
192
MCF Advisors
Kentucky
$7K
MIFH
193
Migdal Insurance & Financial Holdings
Israel
$6K -$38.2K -3,342 -84%
TWA
194
TCI Wealth Advisors
Arizona
$6K -$2.87K -251 -30%
Group One Trading
195
Group One Trading
Illinois
$6K +$6.75K +590 New
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$5K -$23.5K -2,053 -81%
HR
197
Howe & Rusling
New York
$5K -$503 -44 -9%
PTC
198
Private Trust Company
Ohio
$5K +$5.42K +474 New
PCG
199
Private Capital Group
Connecticut
$4K -$11 -1 -0.3%
MCM
200
Manchester Capital Management
Vermont
$3K +$3.27K +286 New

SHO Hedge Fund Activity: Q2 2022 in Review

210 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2022, worth a combined $2.22B — down 13% from $2.55B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SHO and 25 opened new positions — a net loss of 2 holders — while 99 trimmed existing stakes and 66 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $98.9M. The largest seller was Citadel Advisors, cutting an estimated $46.6M.

  • 210 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2022, down from 215 in Q1 2022.
  • Funds reported $2.22B of Sunstone Hotel Investors stock for Q2 2022, down 13% quarter-over-quarter.
  • 25 funds opened new Sunstone Hotel Investors positions in Q2 2022 and 27 closed out, a net change of -2 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2022 was Blackstone Inc, an estimated $98.9M added.
  • The largest Sunstone Hotel Investors seller in Q2 2022 was Citadel Advisors, an estimated $46.6M sold.

Based on aggregated 13F filings for Q2 2022.