Sunstone Hotel Investors
SHO
181 hedge funds and large institutions have $2.57B invested in Sunstone Hotel Investors in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 21 closing their positions.
1.33% more ownership
Funds ownership: 101.09% → 102.42% (+1.3%)
4% more capital invested
Capital invested by funds: $2.48B → $2.57B (+$99.1M)
3% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 71
3% less funds holding
Funds holding: 186 → 181 (-5)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$143M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$35.7M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$24.6M |
| 4 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
+$18.4M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$73.5M |
| 2 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$63M |
| 3 |
AAMU
APG Asset Management US
New York
|
-$33.8M |
| 4 |
O
OppenheimerFunds
New York
|
-$21.1M |
| 5 |
JP Morgan Chase
New York
|
-$17.4M |
SHO Hedge Fund Activity: Q1 2014 in Review
181 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2014, worth a combined $2.57B — up 4% from $2.48B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of SHO and 18 opened new positions — a net loss of 3 holders — while 71 trimmed existing stakes and 73 added.
The largest buyer was Cohen & Steers, adding an estimated $143M. The largest seller was Fidelity Investments, cutting an estimated $73.5M.
- 181 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2014, down from 186 in Q4 2013.
- Funds reported $2.57B of Sunstone Hotel Investors stock for Q1 2014, up 4% quarter-over-quarter.
- 18 funds opened new Sunstone Hotel Investors positions in Q1 2014 and 21 closed out, a net change of -3 holders.
- The largest Sunstone Hotel Investors buyer in Q1 2014 was Cohen & Steers, an estimated $143M added.
- The largest Sunstone Hotel Investors seller in Q1 2014 was Fidelity Investments, an estimated $73.5M sold.
Based on aggregated 13F filings for Q1 2014.