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Sunstone Hotel Investors

233 hedge funds and large institutions have $2.06B invested in Sunstone Hotel Investors in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,663% more call options, than puts

Call options by funds: $221K | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.47% less ownership

Funds ownership: 98.46%98% (-0.47%)

2% less capital invested

Capital invested by funds: $2.09B → $2.06B (-$31.9M)

3% less funds holding

Funds holding: 241233 (-8)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
233
Holders Change
-8
Holders Change %
-3.32%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
82
Reduced
92
Closed
30
Calls
$221K
Puts
$8K
Net Calls
+$213K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$13.2K +$2.13K +208 +19%
Lazard Asset Management
202
Lazard Asset Management
New York
$13K -$71.5K -6,994 -84%
RA
203
Rise Advisors
New York
$10.4K +$92 +9 +0.9%
Barrow, Hanley, Mewhinney & Strauss
204
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.93K -$368 -36 -4%
EWA
205
EverSource Wealth Advisors
Alabama
$8.86K -$2.37K -232 -21%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$8.86K +$664 +65 +8%
SCM
207
Sterling Capital Management
North Carolina
$7.31K +$7.24K +708 New
MA
208
MCF Advisors
Kentucky
$7.16K
SAM
209
Smartleaf Asset Management
Massachusetts
$5.86K +$2.51K +246 +80%
PTC
210
Private Trust Company
Ohio
$5.11K
Bessemer Group
211
Bessemer Group
New Jersey
$4K +$3.22K +315 +272%
QL
212
Quarry LP
New York
$3.9K -$40.2K -3,932 -91%
PS
213
Principal Securities
Iowa
$3.31K +$859 +84 +35%
MIFH
214
Migdal Insurance & Financial Holdings
Israel
$3K -$2.89K -283 -51%
GRP
215
Global Retirement Partners
California
$2.96K
AAP
216
Arax Advisory Partners
Colorado
$2.34K
LC
217
Lindbrook Capital
California
$2.21K -$807 -79 -27%
RIL
218
Rothschild Investment LLC
Illinois
$2.06K +$1.07K +105 +111%
AF
219
Allworth Financial
California
$1.63K
VCM
220
Versant Capital Management
Arizona
$1.4K
MG
221
Mather Group
Illinois
$1.22K
CFGS
222
Concourse Financial Group Securities
Alabama
$895 -$102 -10 -10%
PA
223
Parallel Advisors
California
$744
PWMG
224
Private Wealth Management Group
New Jersey
$578
LFG
225
Larson Financial Group
Missouri
$464

SHO Hedge Fund Activity: Q3 2024 in Review

233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2024, worth a combined $2.06B — down 1.5% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SHO and 24 opened new positions — a net loss of 6 holders — while 92 trimmed existing stakes and 82 added.

The largest buyer was Bank of America, adding an estimated $37.5M. The largest seller was Franklin Resources, cutting an estimated $43M.

  • 233 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2024, down from 241 in Q2 2024.
  • Funds reported $2.06B of Sunstone Hotel Investors stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 24 funds opened new Sunstone Hotel Investors positions in Q3 2024 and 30 closed out, a net change of -6 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2024 was Bank of America, an estimated $37.5M added.
  • The largest Sunstone Hotel Investors seller in Q3 2024 was Franklin Resources, an estimated $43M sold.

Based on aggregated 13F filings for Q3 2024.