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Sunstone Hotel Investors

233 hedge funds and large institutions have $2.06B invested in Sunstone Hotel Investors in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,663% more call options, than puts

Call options by funds: $221K | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.47% less ownership

Funds ownership: 98.46%98% (-0.47%)

2% less capital invested

Capital invested by funds: $2.09B → $2.06B (-$31.9M)

3% less funds holding

Funds holding: 241233 (-8)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
233
Holders Change
-8
Holders Change %
-3.32%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
82
Reduced
92
Closed
30
Calls
$221K
Puts
$8K
Net Calls
+$213K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
176
Crossmark Global Holdings
Texas
$141K
VU
177
Vanderbilt University
Tennessee
$140K -$2.97K -291 -2%
HFO
178
Heritage Family Offices
Arizona
$139K +$501 +49 +0.4%
PCM
179
Penserra Capital Management
California
$138K -$34.2K -3,346 -20%
X
180
Xponance
Pennsylvania
$137K +$4.3K +421 +3%
CM
181
Capula Management
Cayman Islands
$136K +$135K +13,207 New
SFA
182
Sequoia Financial Advisors
Ohio
$119K -$1.17K -114 -1%
PA
183
Profund Advisors
Maryland
$112K +$664 +65 +0.6%
I
184
InceptionR
California
$111K +$110K +10,798 New
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$105K +$4.48K +438 +4%
Mirae Asset Global Investments
186
Mirae Asset Global Investments
South Korea
$79.6K +$19.8K +1,937 +35%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$68.4K -$8.3K -812 -11%
KBC Group
188
KBC Group
Belgium
$61K
HCA
189
Harbor Capital Advisors
Illinois
$59K +$58K +5,675 New
Federated Hermes
190
Federated Hermes
Pennsylvania
$55K +$21.3K +2,083 +64%
QCG
191
Quadrant Capital Group
Ohio
$54.3K
1IA
192
1620 Investment Advisors
Massachusetts
$51.8K +$307 +30 +0.6%
Fidelity International
193
Fidelity International
Bermuda
$48.8K +$48.4K +4,731 New
DB
194
Danske Bank
Denmark
$31K +$30.7K +3,000 New
CFM
195
Catalyst Funds Management
Australia
$22.7K -$17.4K -1,700 -44%
Osaic Holdings
196
Osaic Holdings
Arizona
$22.3K +$9.89K +968 +81%
Optiver Holding
197
Optiver Holding
Netherlands
$22.2K +$19.5K +1,911 +800%
HT
198
Headlands Technologies
Illinois
$19.4K +$19.2K +1,879 New
GI
199
GAMMA Investing
California
$15.8K +$7.69K +752 +97%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$15K -$61 -6 -0.4%

SHO Hedge Fund Activity: Q3 2024 in Review

233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2024, worth a combined $2.06B — down 1.5% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SHO and 24 opened new positions — a net loss of 6 holders — while 92 trimmed existing stakes and 82 added.

The largest buyer was Bank of America, adding an estimated $37.5M. The largest seller was Franklin Resources, cutting an estimated $43M.

  • 233 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2024, down from 241 in Q2 2024.
  • Funds reported $2.06B of Sunstone Hotel Investors stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 24 funds opened new Sunstone Hotel Investors positions in Q3 2024 and 30 closed out, a net change of -6 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2024 was Bank of America, an estimated $37.5M added.
  • The largest Sunstone Hotel Investors seller in Q3 2024 was Franklin Resources, an estimated $43M sold.

Based on aggregated 13F filings for Q3 2024.