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Sunstone Hotel Investors

232 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $645K | Put options by funds: $247K

11% more capital invested

Capital invested by funds: $1.97B → $2.2B (+$225M)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0% more funds holding

Funds holding: 231232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

2.1% less ownership

Funds ownership: 101.76%99.66% (-2.1%)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
87
Reduced
87
Closed
30
Calls
$645K
Puts
$247K
Net Calls
+$398K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
VI
176
Versor Investments
New York
$210K +$74.9K +7,600 +63%
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$210K +$14.2K +1,440 +8%
M&T Bank
178
M&T Bank
New York
$207K +$2.97K +301 +2%
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$190K -$7.2K -731 -4%
PMG
180
ProVise Management Group
Florida
$185K -$1.1K -112 -0.6%
Mariner
181
Mariner
Kansas
$179K +$15.5K +1,571 +10%
SOAMC
182
Spirit of America Management Corp
New York
$168K
ECM
183
Evergreen Capital Management
Washington
$167K +$18.9K +1,919 +14%
SOW
184
State of Wyoming
Wyoming
$166K +$2.63K +267 +2%
HWMA
185
Heritage Wealth Management (Arizona)
Arizona
$163K +$149K +15,161 New
CSC
186
Caldwell Sutter Capital
California
$161K
MGP
187
Metis Global Partners
California
$151K +$18.8K +1,909 +16%
Mackenzie Financial
188
Mackenzie Financial
Ontario, Canada
$151K
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$149K -$23.1K -2,348 -14%
CGH
190
Crossmark Global Holdings
Texas
$146K +$296 +30 +0.2%
X
191
Xponance
Pennsylvania
$136K +$2.4K +243 +2%
ECM
192
Everence Capital Management
Indiana
$133K
PA
193
Profund Advisors
Maryland
$133K +$5.96K +605 +5%
SPA
194
Sherbrooke Park Advisers
New York
$132K +$121K +12,315 New
FRM
195
Fox Run Management
Connecticut
$131K +$13.6K +1,377 +13%
PI
196
PEAK6 Investments
Illinois
$129K +$118K +12,015 New
Osaic Holdings
197
Osaic Holdings
Arizona
$128K -$61.8K -6,274 -35%
SFA
198
Sequoia Financial Advisors
Ohio
$126K -$2.21K -224 -2%
QC
199
Quadrature Capital
United Kingdom
$125K +$115K +11,675 New
AQR Capital Management
200
AQR Capital Management
Connecticut
$119K -$98.2K -9,963 -47%

SHO Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2023, worth a combined $2.2B — up 11% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 30 closed out — a net gain of 2 holders — while 87 added to existing stakes and 87 trimmed.

The largest buyer was Tarsadia Capital, adding an estimated $30.2M. The largest seller was Principal Financial Group, cutting an estimated $64.9M.

  • 232 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q4 2023, up 11% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2023 and 30 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2023 was Tarsadia Capital, an estimated $30.2M added.
  • The largest Sunstone Hotel Investors seller in Q4 2023 was Principal Financial Group, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2023.