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Sunstone Hotel Investors

241 hedge funds and large institutions have $2.09B invested in Sunstone Hotel Investors in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $225K | Put options by funds: $40K

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

1.54% more ownership

Funds ownership: 96.93%98.46% (+1.5%)

1% more funds holding

Funds holding: 239241 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $2.2B → $2.09B (-$108M)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
94
Reduced
83
Closed
31
Calls
$225K
Puts
$40K
Net Calls
+$185K
Net Calls Change
-$359K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
176
Cornerstone Investment Partners
Georgia
$167K +$165K +15,930 New
SOAMC
177
Spirit of America Management Corp
New York
$164K
B
178
Bailard
California
$157K +$155K +15,000 New
MGP
179
M&G plc
United Kingdom
$157K +$162K +15,651 New
CSC
180
Caldwell Sutter Capital
California
$146K
Envestnet Portfolio Solutions
181
Envestnet Portfolio Solutions
Illinois
$145K +$1.13K +109 +0.8%
VU
182
Vanderbilt University
Tennessee
$145K +$143K +13,823 New
CGH
183
Crossmark Global Holdings
Texas
$143K
HWMA
184
Heritage Wealth Management (Arizona)
Arizona
$140K -$18.1K -1,743 -12%
HFO
185
Heritage Family Offices
Arizona
$140K +$139K +13,391 New
AQR Capital Management
186
AQR Capital Management
Connecticut
$140K +$3.45K +333 +3%
GCP
187
GSA Capital Partners
United Kingdom
$135K +$11.4K +1,099 +9%
X
188
Xponance
Pennsylvania
$134K +$3.95K +381 +3%
HS
189
Hazelview Securities
Ontario, Canada
$125K +$129K +12,430 New
SFA
190
Sequoia Financial Advisors
Ohio
$121K -$1.88K -181 -2%
Allspring Global Investments
191
Allspring Global Investments
North Carolina
$120K +$118K +11,383 +8,623%
WS
192
Wedbush Securities
California
$114K -$487 -47 -0.4%
PA
193
Profund Advisors
Maryland
$113K -$10.8K -1,047 -9%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$102K -$105K -10,097 -51%
Lazard Asset Management
195
Lazard Asset Management
New York
$86K
BTI
196
Blue Trust Inc
Georgia
$82.5K +$59.4K +5,734 +343%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$77.8K -$1.69M -163,007 -96%
KBC Group
198
KBC Group
Belgium
$61K
Mirae Asset Global Investments
199
Mirae Asset Global Investments
South Korea
$57.5K -$949K -91,640 -94%
QCG
200
Quadrant Capital Group
Ohio
$55K -$487 -47 -0.9%

SHO Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2024, worth a combined $2.09B — down 4.9% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SHO positions and 31 closed out — a net gain of 4 holders — while 94 added to existing stakes and 83 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $20.2M. The largest seller was Balyasny Asset Management, cutting an estimated $16.3M.

  • 241 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2024, up from 239 in Q1 2024.
  • Funds reported $2.09B of Sunstone Hotel Investors stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 35 funds opened new Sunstone Hotel Investors positions in Q2 2024 and 31 closed out, a net change of +4 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2024 was Adage Capital Partners, an estimated $20.2M added.
  • The largest Sunstone Hotel Investors seller in Q2 2024 was Balyasny Asset Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2024.