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Sunstone Hotel Investors

198 hedge funds and large institutions have $3.14B invested in Sunstone Hotel Investors in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 87 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

43% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 61

22% more capital invested

Capital invested by funds: $2.57B → $3.14B (+$568M)

9% more funds holding

Funds holding: 181198 (+17)

2.15% more ownership

Funds ownership: 102.42%104.58% (+2.2%)

Holders
198
Holders Change
+17
Holders Change %
+9.39%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
87
Reduced
61
Closed
14
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
-$218K
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$463M +$140M +9,789,143 +46%
Vanguard Group
2
Vanguard Group
Pennsylvania
$408M +$35.3M +2,460,748 +10%
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$142M -$4.45M -310,300 -3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$141M +$1.58M +110,105 +1%
BIT
5
BlackRock Institutional Trust
California
$110M -$673K -46,993 -0.6%
Daiwa Securities Group
6
Daiwa Securities Group
Japan
$110M +$74.5M +5,197,401 +242%
Principal Financial Group
7
Principal Financial Group
Iowa
$109M +$39.4M +2,751,379 +60%
PI
8
PGGM Investments
Netherlands
$99M +$5.02M +350,000 +6%
N
9
Nuveen
North Carolina
$87.8M -$2.51M -174,872 -3%
BFA
10
BlackRock Fund Advisors
California
$82.8M -$6.44M -449,371 -7%
SFM
11
Systematic Financial Management
New Jersey
$80.7M +$77.5M +5,407,525 New
Deutsche Bank
12
Deutsche Bank
Germany
$68.8M -$29.2M -2,035,585 -31%
State Street
13
State Street
Massachusetts
$67.3M +$2.16M +150,397 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$64.9M +$10.8M +754,678 +21%
Northern Trust
15
Northern Trust
Illinois
$54.1M +$395K +27,580 +0.8%
MCM
16
Munder Capital Management
Michigan
$52.6M +$3M +209,532 +6%
HRES
17
Heitman Real Estate Securities
Illinois
$51.9M +$10.8M +753,682 +28%
TA
18
Teachers Advisors
New York
$44.9M +$955K +66,628 +2%
Norges Bank
19
Norges Bank
Norway
$43.1M +$20.7M +1,445,112 +100%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$37.1M -$1.55M -107,870 -4%
Morgan Stanley
21
Morgan Stanley
New York
$35.8M +$27.4M +1,909,949 +390%
American Century Companies
22
American Century Companies
Missouri
$35.7M -$4.18M -291,400 -11%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$34.8M +$2.17M +151,347 +7%
SCRM
24
Security Capital Research & Management
Illinois
$29.4M -$5M -348,999 -15%
BAMCO Inc
25
BAMCO Inc
New York
$27.1M -$21.5M -1,500,000 -45%

SHO Hedge Fund Activity: Q2 2014 in Review

198 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2014, worth a combined $3.14B — up 22% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHO positions and 14 closed out — a net gain of 17 holders — while 87 added to existing stakes and 61 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $140M. The largest seller was Fidelity Investments, exiting entirely with an estimated $82.7M sold.

  • 198 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2014, up from 181 in Q1 2014.
  • Funds reported $3.14B of Sunstone Hotel Investors stock for Q2 2014, up 22% quarter-over-quarter.
  • 31 funds opened new Sunstone Hotel Investors positions in Q2 2014 and 14 closed out, a net change of +17 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2014 was Cohen & Steers, an estimated $140M added.
  • The largest Sunstone Hotel Investors seller in Q2 2014 was Fidelity Investments, an estimated $82.7M sold.

Based on aggregated 13F filings for Q2 2014.