We are live on ! Find out more
SHO icon

Sunstone Hotel Investors

208 hedge funds and large institutions have $4.19B invested in Sunstone Hotel Investors in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 79 increasing their positions, 63 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 13

25% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 63

10% more capital invested

Capital invested by funds: $3.82B → $4.19B (+$372M)

9% more funds holding

Funds holding: 190208 (+18)

0.53% more ownership

Funds ownership: 111.2%111.74% (+0.53%)

Holders
208
Holders Change
+18
Holders Change %
+9.47%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
79
Reduced
63
Closed
13
Calls
$349K
Puts
Net Calls
+$349K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$543M -$33.9M -2,086,274 -6%
BlackRock
2
BlackRock
New York
$382M +$27.7M +1,702,618 +8%
Cohen & Steers
3
Cohen & Steers
New York
$277M -$118M -7,284,861 -30%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$216M +$27.8M +1,708,271 +15%
Principal Financial Group
5
Principal Financial Group
Iowa
$203M +$9.66M +593,836 +5%
Invesco
6
Invesco
Georgia
$178M +$61.1M +3,755,799 +54%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$176M -$40.3M -2,476,645 -19%
State Street
8
State Street
Massachusetts
$143M -$2.57M -158,224 -2%
Deutsche Bank
9
Deutsche Bank
Germany
$142M +$38.1M +2,342,900 +38%
CIM
10
Centersquare Investment Management
Pennsylvania
$133M +$31.8M +1,957,744 +32%
JP Morgan Chase
11
JP Morgan Chase
New York
$117M +$7.43M +456,892 +7%
N
12
Nuveen
North Carolina
$108M +$3.18M +195,397 +3%
Northern Trust
13
Northern Trust
Illinois
$103M +$3.16M +194,425 +3%
PI
14
PGGM Investments
Netherlands
$88.5M
Fidelity Investments
15
Fidelity Investments
Massachusetts
$76.2M -$43.4M -2,667,076 -37%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$68.7M +$13.5M +833,085 +25%
FCM
17
Frontier Capital Management
Massachusetts
$63.7M -$1.45M -89,082 -2%
Ameriprise
18
Ameriprise
Minnesota
$62.4M +$8.51M +523,050 +16%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$58.3M +$378K +23,256 +0.7%
Franklin Resources
20
Franklin Resources
California
$55.5M +$1.3M +79,900 +2%
Charles Schwab
21
Charles Schwab
California
$54.9M +$3.51M +215,661 +7%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$52.5M +$4.33M +266,423 +9%
AAMU
23
APG Asset Management US
New York
$47.4M +$5.74M +353,000 +14%
HRES
24
Heitman Real Estate Securities
Illinois
$47.1M +$14.6M +899,398 +51%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$43.3M +$6.33M +389,019 +18%

SHO Hedge Fund Activity: Q2 2018 in Review

208 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2018, worth a combined $4.19B — up 9.7% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 13 closed out — a net gain of 19 holders — while 79 added to existing stakes and 63 trimmed.

The largest buyer was Invesco, adding an estimated $61.1M. The largest seller was Cohen & Steers, cutting an estimated $118M.

  • 208 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2018, up from 190 in Q1 2018.
  • Funds reported $4.19B of Sunstone Hotel Investors stock for Q2 2018, up 9.7% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q2 2018 and 13 closed out, a net change of +19 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2018 was Invesco, an estimated $61.1M added.
  • The largest Sunstone Hotel Investors seller in Q2 2018 was Cohen & Steers, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2018.