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Sunstone Hotel Investors

208 hedge funds and large institutions have $3.17B invested in Sunstone Hotel Investors in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 88 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $3.17B → $3.17B (+$6.03M)

1.29% less ownership

Funds ownership: 102.53%101.23% (-1.3%)

3% less funds holding

Funds holding: 214208 (-6)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

18% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 88

Holders
208
Holders Change
-6
Holders Change %
-2.8%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
72
Reduced
88
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$461M -$843K -60,790 -0.2%
BlackRock
2
BlackRock
New York
$313M -$24.8M -1,791,490 -7%
PI
3
PGGM Investments
Netherlands
$183M
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$158M -$2.51M -181,249 -2%
State Street
5
State Street
Massachusetts
$136M -$2.97M -214,081 -2%
Principal Financial Group
6
Principal Financial Group
Iowa
$129M -$36.6M -2,639,616 -22%
Northern Trust
7
Northern Trust
Illinois
$94.1M +$5.92M +426,949 +7%
Invesco
8
Invesco
Georgia
$90.1M -$4.12M -297,240 -4%
N
9
Nuveen
North Carolina
$83.6M +$19.3M +1,395,256 +30%
Renaissance Technologies
10
Renaissance Technologies
New York
$81.8M +$1.82M +131,104 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$72.8M +$46.1M +3,321,824 +174%
Morgan Stanley
12
Morgan Stanley
New York
$69.1M -$392K -28,278 -0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$64.8M +$2.58M +186,004 +4%
Millennium Management
14
Millennium Management
New York
$64.4M +$21.2M +1,527,812 +49%
Charles Schwab
15
Charles Schwab
California
$59.9M +$2.49M +179,794 +4%
LIMS
16
Lasalle Investment Management Securities
Maryland
$54.9M -$4.48M -323,370 -8%
JP Morgan Chase
17
JP Morgan Chase
New York
$52.2M -$35.7M -2,574,430 -41%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$50.1M -$506K -36,470 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$49.2M -$1.36M -98,080 -3%
FCM
20
Frontier Capital Management
Massachusetts
$48.4M -$160K -11,533 -0.3%
Franklin Resources
21
Franklin Resources
California
$47.2M +$3.18M +229,600 +7%
Norges Bank
22
Norges Bank
Norway
$43.2M
Ameriprise
23
Ameriprise
Minnesota
$38.6M -$2.76M -199,019 -7%
CIMLRA
24
CBRE Investment Management Listed Real Assets
Pennsylvania
$36.1M +$21M +1,513,907 +140%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$35.7M -$2.32M -167,002 -6%

SHO Hedge Fund Activity: Q4 2019 in Review

208 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2019, worth a combined $3.17B — up 0.19% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of SHO and 28 opened new positions — a net loss of 4 holders — while 88 trimmed existing stakes and 72 added.

The largest buyer was Victory Capital Management, adding an estimated $46.1M. The largest seller was Principal Financial Group, cutting an estimated $36.6M.

  • 208 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2019, down from 214 in Q3 2019.
  • Funds reported $3.17B of Sunstone Hotel Investors stock for Q4 2019, up 0.19% quarter-over-quarter.
  • 28 funds opened new Sunstone Hotel Investors positions in Q4 2019 and 32 closed out, a net change of -4 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2019 was Victory Capital Management, an estimated $46.1M added.
  • The largest Sunstone Hotel Investors seller in Q4 2019 was Principal Financial Group, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2019.