We are live on ! Find out more
SHO icon

Sunstone Hotel Investors

193 hedge funds and large institutions have $3.77B invested in Sunstone Hotel Investors in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

1% more capital invested

Capital invested by funds: $3.75B → $3.77B (+$21.6M)

0% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 72

1.91% less ownership

Funds ownership: 113.45%111.53% (-1.9%)

2% less funds holding

Funds holding: 197193 (-4)

14% less call options, than puts

Call options by funds: $395K | Put options by funds: $459K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
193
Holders Change
-4
Holders Change %
-2.03%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
72
Reduced
72
Closed
26
Calls
$395K
Puts
$459K
Net Calls
-$64K
Net Calls Change
+$1.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$553M +$20M +1,343,557 +4%
Cohen & Steers
2
Cohen & Steers
New York
$338M +$21.3M +1,433,331 +7%
BlackRock
3
BlackRock
New York
$300M +$286M +19,208,506 +5,722%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$241M +$2.84M +190,954 +1%
Principal Financial Group
5
Principal Financial Group
Iowa
$195M +$8.89M +596,757 +5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$168M +$26.8M +1,801,192 +20%
State Street
7
State Street
Massachusetts
$130M +$1.93M +129,397 +2%
Deutsche Bank
8
Deutsche Bank
Germany
$113M -$13.8M -929,326 -11%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$108M -$11.5M -771,866 -10%
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$104M -$2M -134,498 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$91.4M -$2.31M -154,951 -3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$84.8M +$9.65M +647,700 +13%
N
13
Nuveen
North Carolina
$79.9M +$4.19M +281,168 +6%
Northern Trust
14
Northern Trust
Illinois
$79.5M +$24.4M +1,636,533 +46%
PI
15
PGGM Investments
Netherlands
$74.4M
Franklin Resources
16
Franklin Resources
California
$54.7M +$4.87M +326,900 +10%
AAMU
17
APG Asset Management US
New York
$53.9M
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$46.4M +$1.16M +77,991 +3%
Victory Capital Management
19
Victory Capital Management
Texas
$46.2M -$650K -43,644 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$45.2M -$885K -59,433 -2%
FCM
21
Frontier Capital Management
Massachusetts
$44.8M +$25.7M +1,727,203 +145%
Prudential Financial
22
Prudential Financial
New Jersey
$36.2M -$5.51M -369,960 -14%
TA
23
Teachers Advisors
New York
$34.5M +$928K +62,327 +3%
Norges Bank
24
Norges Bank
Norway
$33.6M +$2.24M +150,302 +7%
Charles Schwab
25
Charles Schwab
California
$33.4M +$2.41M +161,857 +8%

SHO Hedge Fund Activity: Q1 2017 in Review

193 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2017, worth a combined $3.77B — up 0.58% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 26 closed out — a net gain of 4 holders — while 72 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $286M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $117M sold.

  • 193 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2017, down from 197 in Q4 2016.
  • Funds reported $3.77B of Sunstone Hotel Investors stock for Q1 2017, up 0.58% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q1 2017 and 26 closed out, a net change of +4 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2017 was BlackRock, an estimated $286M added.
  • The largest Sunstone Hotel Investors seller in Q1 2017 was Lasalle Investment Management Securities, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2017.