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Sunstone Hotel Investors

202 hedge funds and large institutions have $3.66B invested in Sunstone Hotel Investors in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 78 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

17% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 78

9% more funds holding

Funds holding: 185202 (+17)

1% more capital invested

Capital invested by funds: $3.63B → $3.66B (+$34M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.51% less ownership

Funds ownership: 106.95%105.44% (-1.5%)

28% less call options, than puts

Call options by funds: $250K | Put options by funds: $348K

Holders
202
Holders Change
+17
Holders Change %
+9.19%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
91
Reduced
78
Closed
14
Calls
$250K
Puts
$348K
Net Calls
-$98K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$492M +$16M +934,378 +3%
Cohen & Steers
2
Cohen & Steers
New York
$336M -$209M -12,170,279 -38%
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$165M -$29.9M -1,743,600 -15%
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$165M +$25.7M +1,497,301 +18%
Principal Financial Group
5
Principal Financial Group
Iowa
$139M +$14.5M +847,752 +11%
BIT
6
BlackRock Institutional Trust
California
$134M +$575K +33,528 +0.4%
LIMS
7
Lasalle Investment Management Securities
Maryland
$133M +$77.6M +4,521,097 +131%
BFA
8
BlackRock Fund Advisors
California
$113M -$922K -53,701 -0.8%
PI
9
PGGM Investments
Netherlands
$112M +$1.04M +60,643 +0.9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$95.6M -$36.7M -2,136,063 -27%
SFM
11
Systematic Financial Management
New Jersey
$85.5M -$31.8M -1,855,311 -27%
JP Morgan Chase
12
JP Morgan Chase
New York
$83.8M -$16.8M -980,138 -16%
Deutsche Bank
13
Deutsche Bank
Germany
$82.9M +$70.6M +4,113,615 +478%
Northern Trust
14
Northern Trust
Illinois
$82.8M +$4.75M +276,593 +6%
State Street
15
State Street
Massachusetts
$82.2M -$2.26M -131,913 -3%
N
16
Nuveen
North Carolina
$54.4M +$4.51M +262,663 +9%
Victory Capital Management
17
Victory Capital Management
Texas
$53.3M -$5.49M -320,009 -9%
Prudential Financial
18
Prudential Financial
New Jersey
$52.8M +$32.8M +1,909,630 +152%
TA
19
Teachers Advisors
New York
$50.7M -$1.79M -104,081 -3%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$50.5M +$51.2M +2,983,200 +6,324%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$50.3M +$27.5M +1,602,289 +99%
HRES
22
Heitman Real Estate Securities
Illinois
$46.9M -$1.64M -95,565 -3%
PS
23
Presima Securities
Quebec, Canada
$44.6M -$390K -22,707 -0.8%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$44.2M +$543K +31,656 +1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$39.8M -$15.8M -919,347 -28%

SHO Hedge Fund Activity: Q1 2015 in Review

202 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2015, worth a combined $3.66B — up 0.94% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 14 closed out — a net gain of 18 holders — while 91 added to existing stakes and 78 trimmed.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $77.6M. The largest seller was Cohen & Steers, cutting an estimated $209M.

  • 202 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2015, up from 185 in Q4 2014.
  • Funds reported $3.66B of Sunstone Hotel Investors stock for Q1 2015, up 0.94% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q1 2015 and 14 closed out, a net change of +18 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2015 was Lasalle Investment Management Securities, an estimated $77.6M added.
  • The largest Sunstone Hotel Investors seller in Q1 2015 was Cohen & Steers, an estimated $209M sold.

Based on aggregated 13F filings for Q1 2015.