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Sunstone Hotel Investors

239 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,943% more call options, than puts

Call options by funds: $572K | Put options by funds: $28K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 232239 (+7)

0% more capital invested

Capital invested by funds: $2.2B → $2.2B (+$765K)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.73% less ownership

Funds ownership: 99.66%96.93% (-2.7%)

14% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 97

Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
83
Reduced
97
Closed
23
Calls
$572K
Puts
$28K
Net Calls
+$544K
Net Calls Change
+$146K
Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
176
Heritage Wealth Management (Arizona)
Arizona
$169K -$295 -27 -0.2%
Mitsubishi UFJ Trust & Banking
177
Mitsubishi UFJ Trust & Banking
Japan
$168K -$130K -11,882 -44%
VI
178
Versor Investments
New York
$166K -$51.3K -4,700 -24%
MGP
179
Metis Global Partners
California
$162K +$4.83K +442 +3%
CSC
180
Caldwell Sutter Capital
California
$156K -$10.9K -1,000 -7%
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$153K -$2.15K -197 -1%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$152K -$749K -68,529 -83%
CGH
183
Crossmark Global Holdings
Texas
$152K
AQR Capital Management
184
AQR Capital Management
Connecticut
$145K +$20.9K +1,910 +17%
CC
185
Cipher Capital
New York
$142K +$139K +12,757 New
X
186
Xponance
Pennsylvania
$139K -$2.75K -252 -2%
NRD
187
Nebula Research & Development
New York
$133K +$131K +11,983 New
PA
188
Profund Advisors
Maryland
$132K -$5.74K -525 -4%
SFA
189
Sequoia Financial Advisors
Ohio
$131K +$306 +28 +0.2%
GCP
190
GSA Capital Partners
United Kingdom
$131K +$129K +11,781 New
WS
191
Wedbush Securities
California
$122K +$119K +10,915 New
ET
192
Entropy Technologies
New York
$120K -$117K -10,668 -50%
Connor, Clark & Lunn Investment Management (CC&L)
193
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$118K +$116K +10,621 New
TSS
194
Two Sigma Securities
New York
$116K -$108K -9,856 -49%
Lazard Asset Management
195
Lazard Asset Management
New York
$92K -$28.4K -2,604 -24%
CIM
196
Chiron Investment Management
New York
$87.1K +$85.4K +7,821 New
SOW
197
State of Wyoming
Wyoming
$82.6K -$87.7K -8,024 -52%
KBC Group
198
KBC Group
Belgium
$65K
QCG
199
Quadrant Capital Group
Ohio
$59.1K +$44 +4 +0.1%
PIM
200
Plato Investment Management
Australia
$49.2K +$48.3K +4,419 New

SHO Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2024, worth a combined $2.2B — up 0.03% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHO positions and 23 closed out — a net gain of 8 holders — while 83 added to existing stakes and 97 trimmed.

The largest buyer was Macquarie Group, adding an estimated $13M. The largest seller was Morgan Stanley, cutting an estimated $29.4M.

  • 239 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2024, up from 232 in Q4 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q1 2024, up 0.03% quarter-over-quarter.
  • 31 funds opened new Sunstone Hotel Investors positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2024 was Macquarie Group, an estimated $13M added.
  • The largest Sunstone Hotel Investors seller in Q1 2024 was Morgan Stanley, an estimated $29.4M sold.

Based on aggregated 13F filings for Q1 2024.