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Sunstone Hotel Investors

215 hedge funds and large institutions have $3.41B invested in Sunstone Hotel Investors in 2019 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

7% more capital invested

Capital invested by funds: $3.18B → $3.41B (+$227M)

5% more funds holding

Funds holding: 205215 (+10)

6% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 78

3.38% less ownership

Funds ownership: 107.1%103.73% (-3.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
215
Holders Change
+10
Holders Change %
+4.88%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
41
Increased
73
Reduced
78
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$484M +$8.84M +614,625 +2%
BlackRock
2
BlackRock
New York
$357M +$18.2M +1,264,668 +5%
Principal Financial Group
3
Principal Financial Group
Iowa
$208M +$14.1M +980,365 +7%
PI
4
PGGM Investments
Netherlands
$180M +$7.13M +495,602 +4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$178M -$14.7M -1,020,187 -8%
State Street
6
State Street
Massachusetts
$154M +$25.2M +1,753,946 +20%
Invesco
7
Invesco
Georgia
$122M -$37M -2,571,203 -23%
Deutsche Bank
8
Deutsche Bank
Germany
$85.2M +$23.8M +1,656,525 +39%
Northern Trust
9
Northern Trust
Illinois
$82.2M -$1.09M -76,091 -1%
N
10
Nuveen
North Carolina
$82.2M -$14.9M -1,036,319 -15%
Franklin Resources
11
Franklin Resources
California
$76.2M +$32.4M +2,254,100 +74%
JP Morgan Chase
12
JP Morgan Chase
New York
$72.8M -$23.3M -1,619,413 -24%
Cohen & Steers
13
Cohen & Steers
New York
$66.7M -$109M -7,604,903 -62%
CIM
14
Centersquare Investment Management
Pennsylvania
$64.8M -$43.7M -3,034,792 -40%
FCM
15
Frontier Capital Management
Massachusetts
$60.8M +$343K +23,815 +0.6%
Charles Schwab
16
Charles Schwab
California
$55.5M +$3.33M +231,587 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$55.3M -$26.3K -1,826 -0%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$54.2M +$4M +277,749 +8%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$52.2M +$607K +42,174 +1%
LIMS
20
Lasalle Investment Management Securities
Maryland
$49.1M +$49.1M +3,412,198 New
Norges Bank
21
Norges Bank
Norway
$44.7M +$7.87M +547,269 +21%
Morgan Stanley
22
Morgan Stanley
New York
$43.9M +$9.8M +681,347 +29%
Renaissance Technologies
23
Renaissance Technologies
New York
$43.8M +$34.5M +2,399,321 +372%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$43M -$857K -59,545 -2%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$37.6M +$9.83M +683,535 +35%

SHO Hedge Fund Activity: Q1 2019 in Review

215 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2019, worth a combined $3.41B — up 7.1% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SHO positions and 30 closed out — a net gain of 11 holders — while 73 added to existing stakes and 78 trimmed.

The largest buyer was Lasalle Investment Management Securities, opening a new position worth an estimated $49.1M. The largest seller was Cohen & Steers, cutting an estimated $109M.

  • 215 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2019, up from 205 in Q4 2018.
  • Funds reported $3.41B of Sunstone Hotel Investors stock for Q1 2019, up 7.1% quarter-over-quarter.
  • 41 funds opened new Sunstone Hotel Investors positions in Q1 2019 and 30 closed out, a net change of +11 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2019 was Lasalle Investment Management Securities, an estimated $49.1M added.
  • The largest Sunstone Hotel Investors seller in Q1 2019 was Cohen & Steers, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2019.