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Sunstone Hotel Investors

232 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $645K | Put options by funds: $247K

11% more capital invested

Capital invested by funds: $1.97B → $2.2B (+$225M)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0% more funds holding

Funds holding: 231232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

2.1% less ownership

Funds ownership: 101.76%99.66% (-2.1%)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
87
Reduced
87
Closed
30
Calls
$645K
Puts
$247K
Net Calls
+$398K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$116K -$123K -12,507 -53%
EI
202
Ethic Inc
New York
$115K -$24.4K -2,478 -19%
SCM
203
Shelton Capital Management
Colorado
$109K
KBC Group
204
KBC Group
Belgium
$63K
QCG
205
Quadrant Capital Group
Ohio
$56.9K +$13.7K +1,387 +35%
AAM
206
Advisors Asset Management
Colorado
$33.2K -$1.16K -118 -4%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$27K +$8.93K +906 +57%
C
208
Covestor
United Kingdom
$16K -$7.77K -788 -33%
EWA
209
EverSource Wealth Advisors
Alabama
$11.7K
UB
210
UMB Bank
Missouri
$10.1K -$16.4K -1,661 -64%
VCM
211
Versant Capital Management
Arizona
$8.57K -$493 -50 -6%
BTI
212
Blue Trust Inc
Georgia
$8K +$9.25K +939 New
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$7.55K +$5K +507 +257%
MA
214
MCF Advisors
Kentucky
$7.45K
MIFH
215
Migdal Insurance & Financial Holdings
Israel
$6K +$424 +43 +8%
PTC
216
Private Trust Company
Ohio
$5.31K +$710 +72 +17%
PS
217
Principal Securities
Iowa
$2.54K +$2.34K +237 New
GI
218
GAMMA Investing
California
$2.41K +$2.23K +226 New
IA
219
IFP Advisors
Florida
$2.22K +$10 +1 +0.5%
LC
220
Lindbrook Capital
California
$2.13K
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$1.93K +$1.54K +156 +650%
AF
222
Allworth Financial
California
$1.7K -$207 -21 -12%
CFGS
223
Concourse Financial Group Securities
Alabama
$1.24K +$207 +21 +23%
Bessemer Group
224
Bessemer Group
New Jersey
$1K
BIA
225
Bell Investment Advisors
California
$902

SHO Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2023, worth a combined $2.2B — up 11% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 30 closed out — a net gain of 2 holders — while 87 added to existing stakes and 87 trimmed.

The largest buyer was Tarsadia Capital, adding an estimated $30.2M. The largest seller was Principal Financial Group, cutting an estimated $64.9M.

  • 232 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q4 2023, up 11% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2023 and 30 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2023 was Tarsadia Capital, an estimated $30.2M added.
  • The largest Sunstone Hotel Investors seller in Q4 2023 was Principal Financial Group, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2023.