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Sunstone Hotel Investors

185 hedge funds and large institutions have $3.63B invested in Sunstone Hotel Investors in 2014 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $3.04B → $3.63B (+$585M)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.21% less ownership

Funds ownership: 107.16%106.95% (-0.21%)

2% less funds holding

Funds holding: 188185 (-3)

93% less call options, than puts

Call options by funds: $40K | Put options by funds: $539K

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
4.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
73
Reduced
69
Closed
21
Calls
$40K
Puts
$539K
Net Calls
-$499K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$533M -$34.7M -2,245,978 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M +$13.1M +850,151 +3%
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$193M +$23.4M +1,515,823 +15%
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$139M -$19M -1,228,771 -13%
BIT
5
BlackRock Institutional Trust
California
$132M +$3.29M +212,757 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$130M -$29.6M -1,915,857 -20%
Principal Financial Group
7
Principal Financial Group
Iowa
$123M -$7.03M -455,146 -6%
SFM
8
Systematic Financial Management
New Jersey
$115M -$24.2M -1,563,759 -18%
BFA
9
BlackRock Fund Advisors
California
$113M +$15.2M +983,535 +17%
PI
10
PGGM Investments
Netherlands
$109M
JP Morgan Chase
11
JP Morgan Chase
New York
$99.2M +$4.59M +297,245 +5%
State Street
12
State Street
Massachusetts
$83.6M +$4.59M +297,023 +6%
Northern Trust
13
Northern Trust
Illinois
$77.4M -$3.09M -199,911 -4%
Victory Capital Management
14
Victory Capital Management
Texas
$58.1M +$54.4M +3,518,839 New
LIMS
15
Lasalle Investment Management Securities
Maryland
$57M +$53.3M +3,451,979 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$54.6M +$32.8M +2,126,400 +180%
TA
17
Teachers Advisors
New York
$51.9M +$1.09M +70,327 +2%
Morgan Stanley
18
Morgan Stanley
New York
$50.1M +$4.78M +309,532 +11%
N
19
Nuveen
North Carolina
$49.5M -$50.7M -3,281,682 -52%
HRES
20
Heitman Real Estate Securities
Illinois
$48M -$7.07M -457,801 -14%
PS
21
Presima Securities
Quebec, Canada
$44.6M +$41.7M +2,699,300 New
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$43.3M +$1.31M +84,791 +3%
Citadel Advisors
23
Citadel Advisors
Florida
$32.6M +$2.99M +193,482 +11%
BAMCO Inc
24
BAMCO Inc
New York
$32.4M +$1.37M +88,600 +5%
Norges Bank
25
Norges Bank
Norway
$28.4M +$2.98M +192,755 +13%

SHO Hedge Fund Activity: Q4 2014 in Review

185 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2014, worth a combined $3.63B — up 19% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SHO positions and 21 closed out — a net gain of 2 holders — while 73 added to existing stakes and 69 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $54.4M. The largest seller was Blackstone Inc, exiting entirely with an estimated $55.8M sold.

  • 185 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2014, down from 188 in Q3 2014.
  • Funds reported $3.63B of Sunstone Hotel Investors stock for Q4 2014, up 19% quarter-over-quarter.
  • 23 funds opened new Sunstone Hotel Investors positions in Q4 2014 and 21 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2014 was Victory Capital Management, an estimated $54.4M added.
  • The largest Sunstone Hotel Investors seller in Q4 2014 was Blackstone Inc, an estimated $55.8M sold.

Based on aggregated 13F filings for Q4 2014.