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Sunstone Hotel Investors

197 hedge funds and large institutions have $3.75B invested in Sunstone Hotel Investors in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

18% more capital invested

Capital invested by funds: $3.19B → $3.75B (+$560M)

2% more funds holding

Funds holding: 193197 (+4)

5% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 74

2.22% less ownership

Funds ownership: 115.67%113.45% (-2.2%)

89% less call options, than puts

Call options by funds: $195K | Put options by funds: $1.71M

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
70
Reduced
74
Closed
24
Calls
$195K
Puts
$1.71M
Net Calls
-$1.51M
Net Calls Change
-$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$530M +$1.85M +132,587 +0.4%
Cohen & Steers
2
Cohen & Steers
New York
$314M +$6.41M +459,952 +2%
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$237M -$31.5M -2,261,365 -13%
Principal Financial Group
4
Principal Financial Group
Iowa
$185M -$542K -38,891 -0.3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$139M +$2.46M +176,404 +2%
State Street
6
State Street
Massachusetts
$128M -$560K -40,157 -0.5%
Deutsche Bank
7
Deutsche Bank
Germany
$126M -$20.8M -1,493,559 -15%
BIT
8
BlackRock Institutional Trust
California
$120M +$2.23M +159,986 +2%
BFA
9
BlackRock Fund Advisors
California
$120M +$13.1M +941,088 +14%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$119M +$18M +1,287,938 +20%
LIMS
11
Lasalle Investment Management Securities
Maryland
$117M -$58.9M -4,220,507 -35%
CIMLRA
12
CBRE Investment Management Listed Real Assets
Pennsylvania
$105M -$30.3M -2,174,105 -24%
JP Morgan Chase
13
JP Morgan Chase
New York
$93.3M +$21.7M +1,554,741 +34%
N
14
Nuveen
North Carolina
$75.1M +$4.57M +327,716 +7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$74.5M +$61.2M +4,389,400 +887%
PI
16
PGGM Investments
Netherlands
$74M
Northern Trust
17
Northern Trust
Illinois
$54.2M -$13.8M -988,220 -22%
AAMU
18
APG Asset Management US
New York
$53.7M +$1.14M +81,750 +2%
Franklin Resources
19
Franklin Resources
California
$49.5M +$7.13M +511,397 +19%
Victory Capital Management
20
Victory Capital Management
Texas
$46.6M -$3.5M -251,307 -8%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$45.9M +$7.14M +511,922 +21%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$45M -$15.5K -1,109 -0%
Prudential Financial
23
Prudential Financial
New Jersey
$41.6M -$13.1M -940,825 -26%
FIM
24
Foresters Investment Management
New York
$36.7M +$137K +9,857 +0.4%
TA
25
Teachers Advisors
New York
$33.3M +$515K +36,966 +2%

SHO Hedge Fund Activity: Q4 2016 in Review

197 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2016, worth a combined $3.75B — up 18% from $3.19B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 24 closed out — a net gain of 8 holders — while 70 added to existing stakes and 74 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $61.2M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $58.9M.

  • 197 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2016, up from 193 in Q3 2016.
  • Funds reported $3.75B of Sunstone Hotel Investors stock for Q4 2016, up 18% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2016 and 24 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2016 was Fidelity Investments, an estimated $61.2M added.
  • The largest Sunstone Hotel Investors seller in Q4 2016 was Lasalle Investment Management Securities, an estimated $58.9M sold.

Based on aggregated 13F filings for Q4 2016.