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Sunstone Hotel Investors

186 hedge funds and large institutions have $2.48B invested in Sunstone Hotel Investors in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 41

19% more capital invested

Capital invested by funds: $2.08B → $2.48B (+$391M)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

1% more funds holding

Funds holding: 185186 (+1)

0.49% more ownership

Funds ownership: 100.6%101.09% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
5.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
98
Reduced
41
Closed
26
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$330M +$40.2M +3,053,214 +14%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$154M -$30.3M -2,299,258 -17%
Cohen & Steers
3
Cohen & Steers
New York
$142M +$3.69M +280,468 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$119M +$43.5M +3,308,091 +60%
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$117M +$7.09M +538,750 +7%
BIT
6
BlackRock Institutional Trust
California
$96.3M +$9.15M +695,703 +11%
Deutsche Bank
7
Deutsche Bank
Germany
$85.5M +$6.3M +478,906 +8%
PI
8
PGGM Investments
Netherlands
$84.1M
BFA
9
BlackRock Fund Advisors
California
$78.1M +$3.14M +238,579 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$65.6M +$21.3M +1,617,285 +49%
CGM
11
Capital Growth Management
Massachusetts
$63M -$2.63M -200,000 -4%
Principal Financial Group
12
Principal Financial Group
Iowa
$57.9M +$18M +1,365,602 +46%
State Street
13
State Street
Massachusetts
$57.5M +$5.35M +406,242 +10%
N
14
Nuveen
North Carolina
$56.4M +$26.6M +2,020,165 +92%
MCM
15
Munder Capital Management
Michigan
$44.5M +$4.17M +316,928 +11%
BAMCO Inc
16
BAMCO Inc
New York
$42.9M -$83.2K -6,322 -0.2%
Northern Trust
17
Northern Trust
Illinois
$42.1M +$4.8M +365,035 +13%
SCRM
18
Security Capital Research & Management
Illinois
$37.8M -$8.18M -621,972 -18%
American Century Companies
19
American Century Companies
Missouri
$36.9M +$4.96M +376,942 +16%
AAMU
20
APG Asset Management US
New York
$36.5M -$6.32M -479,918 -15%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$35.1M -$4.46M -338,617 -11%
TA
22
Teachers Advisors
New York
$31.4M +$5.08M +386,240 +20%
HRES
23
Heitman Real Estate Securities
Illinois
$30.7M +$17.6M +1,338,026 +140%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$27.5M +$3.15M +239,428 +13%
LSV Asset Management
25
LSV Asset Management
Illinois
$26M -$230K -17,500 -0.9%

SHO Hedge Fund Activity: Q4 2013 in Review

186 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2013, worth a combined $2.48B — up 19% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SHO positions and 26 closed out — a net gain of 1 holder — while 98 added to existing stakes and 41 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $43.5M. The largest seller was Fidelity Investments, cutting an estimated $30.3M.

  • 186 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2013, up from 185 in Q3 2013.
  • Funds reported $2.48B of Sunstone Hotel Investors stock for Q4 2013, up 19% quarter-over-quarter.
  • 27 funds opened new Sunstone Hotel Investors positions in Q4 2013 and 26 closed out, a net change of +1 holder.
  • The largest Sunstone Hotel Investors buyer in Q4 2013 was Bank of New York Mellon, an estimated $43.5M added.
  • The largest Sunstone Hotel Investors seller in Q4 2013 was Fidelity Investments, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2013.