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Sunstone Hotel Investors

199 hedge funds and large institutions have $2.93B invested in Sunstone Hotel Investors in 2016 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

10% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 70

1% more funds holding

Funds holding: 197199 (+2)

0.66% more ownership

Funds ownership: 111.28%111.94% (+0.66%)

12% less capital invested

Capital invested by funds: $3.32B → $2.93B (-$394M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
199
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
5.31%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
77
Reduced
70
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$404M +$23.2M +1,854,945 +6%
LIMS
2
Lasalle Investment Management Securities
Maryland
$146M +$8.9M +710,660 +6%
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$142M -$21.3M -1,704,562 -13%
Principal Financial Group
4
Principal Financial Group
Iowa
$133M +$6.43M +513,183 +5%
Deutsche Bank
5
Deutsche Bank
Germany
$106M +$4.11M +328,147 +4%
BIT
6
BlackRock Institutional Trust
California
$102M -$1.47M -117,720 -1%
Cohen & Steers
7
Cohen & Steers
New York
$102M +$4.65M +371,473 +5%
Invesco
8
Invesco
Georgia
$99.7M -$3.4M -271,484 -3%
State Street
9
State Street
Massachusetts
$97.2M +$2.35M +187,661 +2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$92.8M +$13.1M +1,046,723 +16%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$92.6M +$33.5M +2,673,944 +53%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$89.4M -$11.5M -915,687 -11%
BFA
13
BlackRock Fund Advisors
California
$77.5M +$2.05M +163,751 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$64.5M +$11.4M +907,211 +20%
PI
15
PGGM Investments
Netherlands
$58.6M -$25.9M -2,070,000 -30%
SFM
16
Systematic Financial Management
New Jersey
$53.9M -$397K -31,730 -0.7%
Northern Trust
17
Northern Trust
Illinois
$50.1M +$75.5K +6,029 +0.1%
Prudential Financial
18
Prudential Financial
New Jersey
$47.3M -$8.76M -699,314 -15%
N
19
Nuveen
North Carolina
$44.5M +$29.4M +2,347,546 +175%
Victory Capital Management
20
Victory Capital Management
Texas
$42M +$1.91M +152,626 +5%
AAMU
21
APG Asset Management US
New York
$41.5M -$677K -54,030 -2%
American Century Companies
22
American Century Companies
Missouri
$37.9M -$408K -32,547 -1%
PAMU
23
Pictet Asset Management (UK)
United Kingdom
$36.4M -$23.3M -1,859,694 -38%
HRES
24
Heitman Real Estate Securities
Illinois
$35.3M +$2.78M +222,118 +8%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$35.3M +$656K +52,408 +2%

SHO Hedge Fund Activity: Q2 2016 in Review

199 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2016, worth a combined $2.93B — down 12% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SHO positions and 25 closed out — a net gain of 4 holders — while 77 added to existing stakes and 70 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $33.5M. The largest seller was Brookfield Corp, cutting an estimated $31.2M.

  • 199 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2016, up from 197 in Q1 2016.
  • Funds reported $2.93B of Sunstone Hotel Investors stock for Q2 2016, down 12% quarter-over-quarter.
  • 29 funds opened new Sunstone Hotel Investors positions in Q2 2016 and 25 closed out, a net change of +4 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2016 was Bank of New York Mellon, an estimated $33.5M added.
  • The largest Sunstone Hotel Investors seller in Q2 2016 was Brookfield Corp, an estimated $31.2M sold.

Based on aggregated 13F filings for Q2 2016.