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Sunstone Hotel Investors

227 hedge funds and large institutions have $2.17B invested in Sunstone Hotel Investors in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $406K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

4% more funds holding

Funds holding: 219227 (+8)

1% less capital invested

Capital invested by funds: $2.2B → $2.17B (-$27.4M)

3.4% less ownership

Funds ownership: 106.95%103.55% (-3.4%)

15% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 92

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
78
Reduced
92
Closed
22
Calls
$1.02M
Puts
$406K
Net Calls
+$612K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
176
Bayesian Capital Management
New York
$175K -$126K -12,600 -42%
AIP
177
Ameritas Investment Partners
Nebraska
$171K
XT
178
XTX Topco
Cayman Islands
$164K -$40.2K -4,038 -20%
CSC
179
Caldwell Sutter Capital
California
$162K
SOAMC
180
Spirit of America Management Corp
New York
$159K
LPL Financial
181
LPL Financial
California
$159K +$2.24K +225 +1%
KBC Group
182
KBC Group
Belgium
$158K -$18.1K -1,817 -10%
US Bancorp
183
US Bancorp
Minnesota
$151K -$2.01K -202 -1%
Mackenzie Financial
184
Mackenzie Financial
Ontario, Canada
$147K +$249 +25 +0.2%
CIP
185
Cornerstone Investment Partners
Georgia
$146K +$143K +14,394 New
DTL
186
Dynamic Technology Lab
Singapore
$143K +$141K +14,106 New
FFP
187
FourThought Financial Partners
Florida
$139K +$20.2K +2,022 +17%
N
188
Natixis
France
$139K +$137K +13,700 New
CGH
189
Crossmark Global Holdings
Texas
$137K
PA
190
Profund Advisors
Maryland
$131K -$14.9K -1,490 -10%
X
191
Xponance
Pennsylvania
$125K
SCM
192
Shelton Capital Management
Colorado
$121K
MGP
193
Metis Global Partners
California
$120K +$118K +11,828 New
SFA
194
Sequoia Financial Advisors
Ohio
$117K -$14.7K -1,479 -11%
Rafferty Asset Management
195
Rafferty Asset Management
New York
$108K +$106K +10,649 New
Osaic Holdings
196
Osaic Holdings
Arizona
$104K -$3.49K -350 -3%
EL
197
EWA LLC
Pennsylvania
$104K -$1.25K -125 -1%
TRCT
198
Tower Research Capital (TRC)
New York
$88.8K +$45.1K +4,520 +106%
AAM
199
Advisors Asset Management
Colorado
$32.9K -$100 -10 -0.3%
SOW
200
State of Wyoming
Wyoming
$29.5K +$29.1K +2,918 New

SHO Hedge Fund Activity: Q2 2023 in Review

227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2023, worth a combined $2.17B — down 1.2% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 22 closed out — a net gain of 8 holders — while 78 added to existing stakes and 92 trimmed.

The largest buyer was Franklin Resources, adding an estimated $13.2M. The largest seller was Balyasny Asset Management, cutting an estimated $31.4M.

  • 227 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2023, up from 219 in Q1 2023.
  • Funds reported $2.17B of Sunstone Hotel Investors stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q2 2023 and 22 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2023 was Franklin Resources, an estimated $13.2M added.
  • The largest Sunstone Hotel Investors seller in Q2 2023 was Balyasny Asset Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.