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Sunstone Hotel Investors

189 hedge funds and large institutions have $1.7B invested in Sunstone Hotel Investors in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 78 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 78

1.96% less ownership

Funds ownership: 101.98%100.02% (-2%)

5% less capital invested

Capital invested by funds: $1.79B → $1.7B (-$94.6M)

10% less funds holding

Funds holding: 211189 (-22)

45% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 44

67% less call options, than puts

Call options by funds: $191K | Put options by funds: $582K

Holders
189
Holders Change
-22
Holders Change %
-10.43%
% of All Funds
3.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
73
Reduced
78
Closed
44
Calls
$191K
Puts
$582K
Net Calls
-$391K
Net Calls Change
+$157K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$233M -$15.2M -1,920,900 -6%
BlackRock
2
BlackRock
New York
$158M -$10.4M -1,313,279 -6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$96.5M -$1.32M -166,774 -1%
LPC
4
Long Pond Capital
New York
$93.5M +$39.7M +5,007,079 +74%
State Street
5
State Street
Massachusetts
$66M -$2.07M -261,032 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$62.3M +$5.4M +680,664 +10%
Northern Trust
7
Northern Trust
Illinois
$52.8M -$1.2M -150,824 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$51.7M +$18M +2,271,545 +54%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$51.5M +$10.2M +1,282,016 +25%
Invesco
10
Invesco
Georgia
$49.1M -$43.4M -5,474,611 -47%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$42.2M +$15.2M +1,922,789 +57%
Morgan Stanley
12
Morgan Stanley
New York
$41.2M -$2.85M -358,890 -6%
LIMS
13
Lasalle Investment Management Securities
Maryland
$39.2M +$7M +882,880 +22%
Franklin Resources
14
Franklin Resources
California
$38.2M +$23.5M +2,959,723 +160%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$36.5M +$1.59M +199,958 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$33.3M +$1.48M +187,163 +5%
Charles Schwab
17
Charles Schwab
California
$27.5M +$329K +41,459 +1%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$27.3M +$24.9M +3,141,230 +1,062%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$27.1M -$1.21M -152,468 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$25.8M -$459K -57,883 -2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$25.5M +$396K +49,889 +2%
Norges Bank
22
Norges Bank
Norway
$23.1M -$1.52M -191,475 -6%
FCM
23
Frontier Capital Management
Massachusetts
$21.6M +$307K +38,729 +1%
N
24
Nuveen
North Carolina
$21.3M -$10.9M -1,379,299 -34%
Renaissance Technologies
25
Renaissance Technologies
New York
$17.6M -$18.5M -2,338,545 -51%

SHO Hedge Fund Activity: Q3 2020 in Review

189 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2020, worth a combined $1.7B — down 5.3% from $1.79B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SHO and 24 opened new positions — a net loss of 20 holders — while 78 trimmed existing stakes and 73 added.

The largest buyer was Long Pond Capital, adding an estimated $39.7M. The largest seller was Invesco, cutting an estimated $43.4M.

  • 189 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2020, down from 211 in Q2 2020.
  • Funds reported $1.7B of Sunstone Hotel Investors stock for Q3 2020, down 5.3% quarter-over-quarter.
  • 24 funds opened new Sunstone Hotel Investors positions in Q3 2020 and 44 closed out, a net change of -20 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2020 was Long Pond Capital, an estimated $39.7M added.
  • The largest Sunstone Hotel Investors seller in Q3 2020 was Invesco, an estimated $43.4M sold.

Based on aggregated 13F filings for Q3 2020.