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Sunstone Hotel Investors

208 hedge funds and large institutions have $3.21B invested in Sunstone Hotel Investors in 2019 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 76

1.38% less ownership

Funds ownership: 103.73%102.35% (-1.4%)

3% less funds holding

Funds holding: 215208 (-7)

6% less capital invested

Capital invested by funds: $3.41B → $3.21B (-$203M)

15% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 34

Holders
208
Holders Change
-7
Holders Change %
-3.26%
% of All Funds
4.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
81
Reduced
76
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$460M -$527K -37,243 -0.1%
BlackRock
2
BlackRock
New York
$320M -$20.6M -1,452,701 -6%
Principal Financial Group
3
Principal Financial Group
Iowa
$198M +$822K +58,120 +0.4%
PI
4
PGGM Investments
Netherlands
$180M +$9.37M +662,146 +5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$157M -$12.5M -885,191 -7%
State Street
6
State Street
Massachusetts
$133M -$14.3M -1,007,767 -9%
N
7
Nuveen
North Carolina
$104M +$26.8M +1,890,600 +33%
Invesco
8
Invesco
Georgia
$100M -$16.9M -1,192,784 -14%
JP Morgan Chase
9
JP Morgan Chase
New York
$85.5M +$16.8M +1,189,189 +24%
Northern Trust
10
Northern Trust
Illinois
$83.3M +$5.24M +370,592 +6%
Renaissance Technologies
11
Renaissance Technologies
New York
$72.1M +$31.4M +2,215,900 +73%
Franklin Resources
12
Franklin Resources
California
$64.3M -$8.54M -603,499 -11%
CIM
13
Centersquare Investment Management
Pennsylvania
$63.6M +$2.04M +144,170 +3%
LIMS
14
Lasalle Investment Management Securities
Maryland
$61.6M +$15.2M +1,077,583 +32%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$58.6M +$6.19M +437,260 +11%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$57.1M +$5.65M +399,412 +11%
Charles Schwab
17
Charles Schwab
California
$54.4M +$1.64M +115,568 +3%
FCM
18
Frontier Capital Management
Massachusetts
$53.3M -$4.73M -333,911 -8%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$49.6M -$112K -7,891 -0.2%
Morgan Stanley
20
Morgan Stanley
New York
$48.9M +$7.31M +516,262 +17%
Norges Bank
21
Norges Bank
Norway
$42.6M
LPC
22
Long Pond Capital
New York
$40.3M +$41.6M +2,942,621 New
Ameriprise
23
Ameriprise
Minnesota
$39.2M +$3.58M +252,858 +10%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$35.4M -$5.65M -399,540 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
25
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.2M +$3.4M +240,100 +14%

SHO Hedge Fund Activity: Q2 2019 in Review

208 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2019, worth a combined $3.21B — down 5.9% from $3.41B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of SHO and 29 opened new positions — a net loss of 5 holders — while 76 trimmed existing stakes and 81 added.

The largest buyer was Long Pond Capital, opening a new position worth an estimated $41.6M. The largest seller was Deutsche Bank, cutting an estimated $64M.

  • 208 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2019, down from 215 in Q1 2019.
  • Funds reported $3.21B of Sunstone Hotel Investors stock for Q2 2019, down 5.9% quarter-over-quarter.
  • 29 funds opened new Sunstone Hotel Investors positions in Q2 2019 and 34 closed out, a net change of -5 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2019 was Long Pond Capital, an estimated $41.6M added.
  • The largest Sunstone Hotel Investors seller in Q2 2019 was Deutsche Bank, an estimated $64M sold.

Based on aggregated 13F filings for Q2 2019.