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Sunstone Hotel Investors

188 hedge funds and large institutions have $2.97B invested in Sunstone Hotel Investors in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 72 increasing their positions, 75 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $53K | Put options by funds: $29K

4.78% more ownership

Funds ownership: 105.29%110.07% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 75

8% less funds holding

Funds holding: 204188 (-16)

8% less capital invested

Capital invested by funds: $3.23B → $2.97B (-$253M)

52% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 29

Holders
188
Holders Change
-16
Holders Change %
-7.84%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
72
Reduced
75
Closed
29
Calls
$53K
Puts
$29K
Net Calls
+$24K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$387M +$1.33M +92,482 +0.3%
Cohen & Steers
2
Cohen & Steers
New York
$261M +$45.5M +3,155,864 +19%
LIMS
3
Lasalle Investment Management Securities
Maryland
$152M +$18.4M +1,278,352 +12%
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$142M +$12.7M +879,637 +9%
Principal Financial Group
5
Principal Financial Group
Iowa
$111M +$5.49M +381,326 +5%
BIT
6
BlackRock Institutional Trust
California
$101M +$299K +20,764 +0.3%
State Street
7
State Street
Massachusetts
$97.6M -$6.11M -424,118 -5%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$97M -$2.88K -200 -0%
Deutsche Bank
9
Deutsche Bank
Germany
$94.1M +$25.3M +1,755,044 +33%
PI
10
PGGM Investments
Netherlands
$86.6M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$85.1M +$68.2K +4,733 +0.1%
SFM
12
Systematic Financial Management
New Jersey
$79.3M -$5.39M -374,315 -6%
BFA
13
BlackRock Fund Advisors
California
$78.5M -$2.11M -146,606 -2%
Prudential Financial
14
Prudential Financial
New Jersey
$77.2M +$17.1M +1,187,558 +26%
BC
15
Brookfield Corp
Ontario, Canada
$64.5M +$44.3M +3,074,517 +171%
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$59.9M +$10.8M +746,261 +20%
HRES
17
Heitman Real Estate Securities
Illinois
$55.4M +$60.4M +4,189,356 New
Northern Trust
18
Northern Trust
Illinois
$49.5M -$22.7M -1,577,127 -30%
Victory Capital Management
19
Victory Capital Management
Texas
$46.2M +$4.07M +282,553 +9%
AAMU
20
APG Asset Management US
New York
$43.2M +$3.67M +254,500 +8%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$41.9M +$1.4M +96,970 +3%
TA
22
Teachers Advisors
New York
$40.8M -$3.4M -236,120 -7%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$35.8M +$872K +60,487 +2%
PS
24
Presima Securities
Quebec, Canada
$27.1M -$7.04M -488,300 -19%
Ameriprise
25
Ameriprise
Minnesota
$27.1M +$5.46M +379,183 +23%

SHO Hedge Fund Activity: Q3 2015 in Review

188 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2015, worth a combined $2.97B — down 7.8% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SHO and 14 opened new positions — a net loss of 15 holders — while 75 trimmed existing stakes and 72 added.

The largest buyer was Heitman Real Estate Securities, opening a new position worth an estimated $60.4M. The largest seller was JP Morgan Chase, cutting an estimated $29.8M.

  • 188 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2015, down from 204 in Q2 2015.
  • Funds reported $2.97B of Sunstone Hotel Investors stock for Q3 2015, down 7.8% quarter-over-quarter.
  • 14 funds opened new Sunstone Hotel Investors positions in Q3 2015 and 29 closed out, a net change of -15 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2015 was Heitman Real Estate Securities, an estimated $60.4M added.
  • The largest Sunstone Hotel Investors seller in Q3 2015 was JP Morgan Chase, an estimated $29.8M sold.

Based on aggregated 13F filings for Q3 2015.