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Sunstone Hotel Investors

185 hedge funds and large institutions have $2.08B invested in Sunstone Hotel Investors in 2013 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more call options, than puts

Call options by funds: $25K | Put options by funds: $1K

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

2% more funds holding

Funds holding: 181185 (+4)

9% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 67

4% more capital invested

Capital invested by funds: $2B → $2.08B (+$89.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 101.5%100.6% (-0.9%)

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
73
Reduced
67
Closed
14
Calls
$25K
Puts
$1K
Net Calls
+$24K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$275M +$4.16M +325,351 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$176M -$13.8M -1,078,400 -7%
Cohen & Steers
3
Cohen & Steers
New York
$131M -$3.25M -254,148 -2%
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$104M -$6.73M -526,520 -6%
BIT
5
BlackRock Institutional Trust
California
$82.7M +$1.2M +93,582 +1%
PI
6
PGGM Investments
Netherlands
$80M
Deutsche Bank
7
Deutsche Bank
Germany
$75.2M -$33.6M -2,630,194 -31%
BFA
8
BlackRock Fund Advisors
California
$71.2M +$4.67M +365,242 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$70.5M +$6.41M +501,716 +10%
CGM
10
Capital Growth Management
Massachusetts
$62.5M -$766K -60,000 -1%
State Street
11
State Street
Massachusetts
$49.5M +$404K +31,599 +0.8%
SCRM
12
Security Capital Research & Management
Illinois
$43.9M +$4M +312,877 +10%
JP Morgan Chase
13
JP Morgan Chase
New York
$41.7M +$12.7M +990,972 +43%
BAMCO Inc
14
BAMCO Inc
New York
$40.9M +$5.54M +433,450 +16%
AAMU
15
APG Asset Management US
New York
$40.8M -$7.15M -559,621 -15%
MCM
16
Munder Capital Management
Michigan
$38.3M +$1.12M +87,401 +3%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$37.7M +$3.76M +294,605 +11%
Principal Financial Group
18
Principal Financial Group
Iowa
$37.6M +$2.05M +160,430 +6%
Northern Trust
19
Northern Trust
Illinois
$35.4M -$190K -14,866 -0.5%
American Century Companies
20
American Century Companies
Missouri
$30.2M +$3.63M +283,830 +14%
N
21
Nuveen
North Carolina
$27.9M -$6.04M -472,585 -18%
LSV Asset Management
22
LSV Asset Management
Illinois
$25M +$2.1M +164,800 +9%
TA
23
Teachers Advisors
New York
$24.9M -$1.39M -109,160 -5%
Prudential Financial
24
Prudential Financial
New Jersey
$23.1M -$7.98M -624,971 -26%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$23.1M +$1.5M +117,765 +7%

SHO Hedge Fund Activity: Q3 2013 in Review

185 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2013, worth a combined $2.08B — up 4.5% from $2B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SHO positions and 14 closed out — a net gain of 5 holders — while 73 added to existing stakes and 67 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.7M. The largest seller was Deutsche Bank, cutting an estimated $33.6M.

  • 185 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2013, up from 181 in Q2 2013.
  • Funds reported $2.08B of Sunstone Hotel Investors stock for Q3 2013, up 4.5% quarter-over-quarter.
  • 19 funds opened new Sunstone Hotel Investors positions in Q3 2013 and 14 closed out, a net change of +5 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2013 was JP Morgan Chase, an estimated $12.7M added.
  • The largest Sunstone Hotel Investors seller in Q3 2013 was Deutsche Bank, an estimated $33.6M sold.

Based on aggregated 13F filings for Q3 2013.