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Sunstone Hotel Investors

241 hedge funds and large institutions have $2.09B invested in Sunstone Hotel Investors in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $225K | Put options by funds: $40K

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

1.54% more ownership

Funds ownership: 96.93%98.46% (+1.5%)

1% more funds holding

Funds holding: 239241 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $2.2B → $2.09B (-$108M)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
94
Reduced
83
Closed
31
Calls
$225K
Puts
$40K
Net Calls
+$185K
Net Calls Change
-$359K
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
201
1620 Investment Advisors
Massachusetts
$52.2K +$51.7K +4,992 New
QL
202
Quarry LP
New York
$45.1K +$38.1K +3,680 +584%
CFM
203
Catalyst Funds Management
Australia
$40.8K +$11.4K +1,100 +39%
Federated Hermes
204
Federated Hermes
Pennsylvania
$34K +$33.7K +3,249 New
AAM
205
Advisors Asset Management
Colorado
$18.2K -$10.9K -1,052 -38%
EC
206
EntryPoint Capital
New York
$17.2K -$10.5K -1,011 -38%
C
207
Covestor
United Kingdom
$17K +$145 +14 +0.9%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$15K -$7.63K -737 -34%
Osaic Holdings
209
Osaic Holdings
Arizona
$12.5K +$4.82K +465 +64%
EWA
210
EverSource Wealth Advisors
Alabama
$11.3K
UB
211
UMB Bank
Missouri
$11.2K +$559 +54 +5%
RA
212
Rise Advisors
New York
$10.5K +$62 +6 +0.6%
Barrow, Hanley, Mewhinney & Strauss
213
Barrow, Hanley, Mewhinney & Strauss
Texas
$10.4K +$10.3K +998 New
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$8.29K +$404 +39 +5%
GI
215
GAMMA Investing
California
$8.12K +$3.14K +303 +64%
MA
216
MCF Advisors
Kentucky
$7.26K
MIFH
217
Migdal Insurance & Financial Holdings
Israel
$6K +$5.79K +559 New
PTC
218
Private Trust Company
Ohio
$5.18K
SAM
219
Smartleaf Asset Management
Massachusetts
$3.17K +$3.18K +307 New
LC
220
Lindbrook Capital
California
$3.06K +$974 +94 +47%
GRP
221
Global Retirement Partners
California
$3K +$2.97K +287 New
Optiver Holding
222
Optiver Holding
Netherlands
$2.5K +$2.48K +239 New
PS
223
Principal Securities
Iowa
$2.48K
AAP
224
Arax Advisory Partners
Colorado
$2.38K +$2.35K +227 New
AF
225
Allworth Financial
California
$1.65K

SHO Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2024, worth a combined $2.09B — down 4.9% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SHO positions and 31 closed out — a net gain of 4 holders — while 94 added to existing stakes and 83 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $20.2M. The largest seller was Balyasny Asset Management, cutting an estimated $16.3M.

  • 241 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2024, up from 239 in Q1 2024.
  • Funds reported $2.09B of Sunstone Hotel Investors stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 35 funds opened new Sunstone Hotel Investors positions in Q2 2024 and 31 closed out, a net change of +4 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2024 was Adage Capital Partners, an estimated $20.2M added.
  • The largest Sunstone Hotel Investors seller in Q2 2024 was Balyasny Asset Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2024.