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Sunstone Hotel Investors

239 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,943% more call options, than puts

Call options by funds: $572K | Put options by funds: $28K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 232239 (+7)

0% more capital invested

Capital invested by funds: $2.2B → $2.2B (+$765K)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.73% less ownership

Funds ownership: 99.66%96.93% (-2.7%)

14% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 97

Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
83
Reduced
97
Closed
23
Calls
$572K
Puts
$28K
Net Calls
+$544K
Net Calls Change
+$146K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
201
Tower Research Capital (TRC)
New York
$37.8K -$617K -56,513 -94%
CFM
202
Catalyst Funds Management
Australia
$31.2K +$30.6K +2,800 New
AAM
203
Advisors Asset Management
Colorado
$31.1K -$3.28K -300 -10%
EC
204
EntryPoint Capital
New York
$29.6K +$29K +2,653 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$24K -$3.45K -316 -13%
BTI
206
Blue Trust Inc
Georgia
$18.6K +$8.01K +733 +78%
C
207
Covestor
United Kingdom
$18K +$317 +29 +2%
UB
208
UMB Bank
Missouri
$11.4K +$874 +80 +9%
EWA
209
EverSource Wealth Advisors
Alabama
$11.1K
RA
210
Rise Advisors
New York
$11.1K +$10.9K +994 New
VCM
211
Versant Capital Management
Arizona
$8.56K -$339 -31 -4%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$8.4K +$546 +50 +7%
Osaic Holdings
213
Osaic Holdings
Arizona
$8.11K -$122K -11,182 -94%
MA
214
MCF Advisors
Kentucky
$7.73K
QL
215
Quarry LP
New York
$7.02K +$6.88K +630 New
PTC
216
Private Trust Company
Ohio
$5.51K
GI
217
GAMMA Investing
California
$5.27K +$2.7K +247 +109%
FFC
218
First Financial Corp
Indiana
$2.87K +$2.82K +258 New
PS
219
Principal Securities
Iowa
$2.64K
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$2.27K +$262 +24 +13%
LC
221
Lindbrook Capital
California
$2.22K
AF
222
Allworth Financial
California
$1.76K
Allspring Global Investments
223
Allspring Global Investments
North Carolina
$1.47K +$1.44K +132 New
MG
224
Mather Group
Illinois
$1.27K +$1.29K +118 New
CFGS
225
Concourse Financial Group Securities
Alabama
$1.14K -$131 -12 -11%

SHO Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2024, worth a combined $2.2B — up 0.03% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHO positions and 23 closed out — a net gain of 8 holders — while 83 added to existing stakes and 97 trimmed.

The largest buyer was Macquarie Group, adding an estimated $13M. The largest seller was Morgan Stanley, cutting an estimated $29.4M.

  • 239 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2024, up from 232 in Q4 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q1 2024, up 0.03% quarter-over-quarter.
  • 31 funds opened new Sunstone Hotel Investors positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2024 was Macquarie Group, an estimated $13M added.
  • The largest Sunstone Hotel Investors seller in Q1 2024 was Morgan Stanley, an estimated $29.4M sold.

Based on aggregated 13F filings for Q1 2024.