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Sunstone Hotel Investors

190 hedge funds and large institutions have $3.82B invested in Sunstone Hotel Investors in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 74 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 74

2.18% less ownership

Funds ownership: 113.38%111.2% (-2.2%)

3% less funds holding

Funds holding: 195190 (-5)

9% less capital invested

Capital invested by funds: $4.22B → $3.82B (-$401M)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

21% less call options, than puts

Call options by funds: $192K | Put options by funds: $244K

Holders
190
Holders Change
-5
Holders Change %
-2.56%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
69
Reduced
74
Closed
31
Calls
$192K
Puts
$244K
Net Calls
-$52K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$529M -$33.6M -2,141,914 -6%
Cohen & Steers
2
Cohen & Steers
New York
$364M -$9.6M -612,189 -2%
BlackRock
3
BlackRock
New York
$324M +$1.52M +96,647 +0.5%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$199M -$15M -954,049 -7%
Principal Financial Group
5
Principal Financial Group
Iowa
$177M +$8.13M +518,514 +5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$172M -$811K -51,694 -0.5%
State Street
7
State Street
Massachusetts
$134M -$2.43M -154,816 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$110M +$11.6M +736,688 +11%
Invesco
9
Invesco
Georgia
$106M +$28.3M +1,802,302 +35%
JP Morgan Chase
10
JP Morgan Chase
New York
$99.9M -$1.75M -111,316 -2%
N
11
Nuveen
North Carolina
$95.5M +$22.5M +1,434,991 +30%
Deutsche Bank
12
Deutsche Bank
Germany
$94.8M -$90.1M -5,742,183 -48%
CIM
13
Centersquare Investment Management
Pennsylvania
$92M +$94.9M +6,046,997 New
Northern Trust
14
Northern Trust
Illinois
$91.5M +$2.55M +162,304 +3%
PI
15
PGGM Investments
Netherlands
$81.1M +$5.9M +376,000 +8%
FCM
16
Frontier Capital Management
Massachusetts
$59.7M +$1.52M +97,108 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$53M +$1.67M +106,129 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$50.2M -$35.4M -2,255,650 -41%
Franklin Resources
19
Franklin Resources
California
$49.7M -$6.25M -398,571 -11%
Ameriprise
20
Ameriprise
Minnesota
$49.2M -$2.37M -151,283 -4%
Charles Schwab
21
Charles Schwab
California
$47M +$3.12M +198,863 +7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$44M +$138K +8,802 +0.3%
Prudential Financial
23
Prudential Financial
New Jersey
$39.3M +$1.73M +110,399 +4%
Victory Capital Management
24
Victory Capital Management
Texas
$38.4M -$286K -18,242 -0.7%
AAMU
25
APG Asset Management US
New York
$38M

SHO Hedge Fund Activity: Q1 2018 in Review

190 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2018, worth a combined $3.82B — down 9.5% from $4.22B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SHO and 27 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 69 added.

The largest buyer was Invesco, adding an estimated $28.3M. The largest seller was Deutsche Bank, cutting an estimated $90.1M.

  • 190 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2018, down from 195 in Q4 2017.
  • Funds reported $3.82B of Sunstone Hotel Investors stock for Q1 2018, down 9.5% quarter-over-quarter.
  • 27 funds opened new Sunstone Hotel Investors positions in Q1 2018 and 31 closed out, a net change of -4 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2018 was Invesco, an estimated $28.3M added.
  • The largest Sunstone Hotel Investors seller in Q1 2018 was Deutsche Bank, an estimated $90.1M sold.

Based on aggregated 13F filings for Q1 2018.