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Sunstone Hotel Investors
SHO

195 hedge funds and large institutions have $2.73B invested in Sunstone Hotel Investors in 2021 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 70

9% more capital invested

Capital invested by funds: $2.51B → $2.73B (+$219M)

7% more funds holding

Funds holding: 183 → 195 (+12)

1.34% less ownership

Funds ownership: 102.86% → 101.52% (-1.3%)

90% less call options, than puts

Call options by funds: $45K | Put options by funds: $446K

Holders
195
Holders Change
+12
Holders Change %
+6.56%
% of All Funds
3.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
80
Reduced
70
Closed
16
Calls
$45K
Puts
$446K
Net Calls
-$401K
Net Calls Change
-$10.9M

Top Buyers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
+$23.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$17.7M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$15.5M
4
N
Nuveen
North Carolina
+$13M
5
HA
Heartland Advisors
Wisconsin
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$55.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$50.7M
3
Northern Trust
Northern Trust
Illinois
-$20.7M
4
Citigroup
Citigroup
New York
-$19.9M
5
Franklin Resources
Franklin Resources
California
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
201
Redpoint Investment Management
Australia
– -$199K -17,591 Closed
QIM
202
Quantitative Investment Management
Virginia
– -$192K -17,019 Closed
JF
203
Jump Financial
Illinois
– -$134K -11,800 Closed
QT
204
Quantbot Technologies
New York
– -$25K -2,212 Closed
CAAS
205
Capital Asset Advisory Services
Michigan
– -$13K -1,159 Closed
PWPS
206
Pinnacle Wealth Planning Services
Ohio
– -$3K -244 Closed
EI
207
Ellevest Inc
New York
– -$1K -117 Closed
ONST
208
Old North State Trust
North Carolina
– -$1K -66 Closed
ACM
209
AUA Capital Management
Pennsylvania
– -$1K -60 Closed
MAM
210
Meeder Asset Management
Ohio
– +$12 +1 New
5 6 7 8
9

SHO Hedge Fund Activity: Q1 2021 in Review

195 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2021, worth a combined $2.73B — up 8.7% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SHO positions and 16 closed out — a net gain of 13 holders — while 80 added to existing stakes and 70 trimmed.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $23.3M. The largest seller was Morgan Stanley, cutting an estimated $55.4M.

  • 195 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2021, up from 183 in Q4 2020.
  • Funds reported $2.73B of Sunstone Hotel Investors stock for Q1 2021, up 8.7% quarter-over-quarter.
  • 29 funds opened new Sunstone Hotel Investors positions in Q1 2021 and 16 closed out, a net change of +13 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2021 was Vaughan Nelson Investment Management, an estimated $23.3M added.
  • The largest Sunstone Hotel Investors seller in Q1 2021 was Morgan Stanley, an estimated $55.4M sold.

Based on aggregated 13F filings for Q1 2021.