We are live on ! Find out more
SHO icon

Sunstone Hotel Investors

227 hedge funds and large institutions have $2.17B invested in Sunstone Hotel Investors in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $406K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

4% more funds holding

Funds holding: 219227 (+8)

1% less capital invested

Capital invested by funds: $2.2B → $2.17B (-$27.4M)

3.4% less ownership

Funds ownership: 106.95%103.55% (-3.4%)

15% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 92

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
78
Reduced
92
Closed
22
Calls
$1.02M
Puts
$406K
Net Calls
+$612K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$26.3K
Mitsubishi UFJ Trust & Banking
202
Mitsubishi UFJ Trust & Banking
Japan
$22.2K +$578 +58 +3%
C
203
Covestor
United Kingdom
$16K +$169 +17 +1%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$15K +$329 +33 +2%
EWA
205
EverSource Wealth Advisors
Alabama
$14.1K +$7.96K +799 +133%
QCG
206
Quadrant Capital Group
Ohio
$13.9K -$3.65K -366 -21%
VCM
207
Versant Capital Management
Arizona
$11.1K +$7.87K +790 +256%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$8.52K +$5.68K +570 +210%
MA
209
MCF Advisors
Kentucky
$7.02K
Simplex Trading
210
Simplex Trading
Illinois
$7K +$7.36K +738 New
BWA
211
BDO Wealth Advisors
Florida
$4.45K
PTC
212
Private Trust Company
Ohio
$4.28K -$508 -51 -11%
GA
213
GoalVest Advisory
New York
$3.98K +$3.92K +393 New
FFA
214
Farther Finance Advisors
California
$3.04K
HNB
215
Huntington National Bank
Ohio
$2.3K +$2.26K +227 New
RFG
216
RFP Financial Group
Georgia
$2.25K
IA
217
IFP Advisors
Florida
$2.08K
Bessemer Group
218
Bessemer Group
New Jersey
$2K +$1.73K +174 New
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.57K
PA
220
Parallel Advisors
California
$1.36K +$10 +1 +0.8%
MIFH
221
Migdal Insurance & Financial Holdings
Israel
$1K -$12.2K -1,228 -90%
PVH
222
Psagot Value Holdings
Israel
$1K +$80 +8 +16%
CFGS
223
Concourse Financial Group Securities
Alabama
$945 -$80 -8 -8%
FWM
224
Focused Wealth Management
New York
$473 +$10 +1 +2%
PFBT
225
Parkside Financial Bank & Trust
Missouri
$426

SHO Hedge Fund Activity: Q2 2023 in Review

227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2023, worth a combined $2.17B — down 1.2% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 22 closed out — a net gain of 8 holders — while 78 added to existing stakes and 92 trimmed.

The largest buyer was Franklin Resources, adding an estimated $13.2M. The largest seller was Balyasny Asset Management, cutting an estimated $31.4M.

  • 227 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2023, up from 219 in Q1 2023.
  • Funds reported $2.17B of Sunstone Hotel Investors stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q2 2023 and 22 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2023 was Franklin Resources, an estimated $13.2M added.
  • The largest Sunstone Hotel Investors seller in Q2 2023 was Balyasny Asset Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.