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Sunstone Hotel Investors

184 hedge funds and large institutions have $2.51B invested in Sunstone Hotel Investors in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,213% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $865K

48% more capital invested

Capital invested by funds: $1.7B → $2.51B (+$815M)

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

2.84% more ownership

Funds ownership: 100.02%102.86% (+2.8%)

3% less funds holding

Funds holding: 189184 (-5)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
184
Holders Change
-5
Holders Change %
-2.65%
% of All Funds
3.26%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
71
Reduced
62
Closed
37
Calls
$11.4M
Puts
$865K
Net Calls
+$10.5M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$340M +$6.1M +637,315 +2%
BlackRock
2
BlackRock
New York
$253M +$23.3M +2,437,918 +12%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$136M -$1.37M -143,236 -1%
Invesco
4
Invesco
Georgia
$109M +$32.9M +3,435,638 +56%
State Street
5
State Street
Massachusetts
$95.6M +$1.2M +125,112 +2%
Victory Capital Management
6
Victory Capital Management
Texas
$89.9M +$916K +95,770 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$89.1M +$24.4M +2,551,340 +48%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$75.5M +$1.68M +175,813 +3%
Northern Trust
9
Northern Trust
Illinois
$74.3M -$961K -100,427 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$73.7M +$74.2K +7,759 +0.1%
VNIM
11
Vaughan Nelson Investment Management
Texas
$60.5M +$51.1M +5,336,905 New
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$58.9M +$5.74M +599,588 +13%
Norges Bank
13
Norges Bank
Norway
$57.4M +$20.6M +2,154,892 +74%
LIMS
14
Lasalle Investment Management Securities
Maryland
$55.5M -$415K -43,402 -0.9%
Morgan Stanley
15
Morgan Stanley
New York
$53.6M -$4.41M -461,436 -9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$47.9M +$275K +28,782 +0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$41.3M +$3.77M +394,579 +12%
Charles Schwab
18
Charles Schwab
California
$40.3M +$898K +93,870 +3%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$37.6M -$1.15M -119,800 -3%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$37M +$511K +53,366 +2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$36.6M -$1.69M -176,491 -5%
ACI
22
AMP Capital Investors
Australia
$31.3M +$5.67M +592,827 +27%
HRES
23
Heitman Real Estate Securities
Illinois
$30.9M +$26.1M +2,724,323 New
FCM
24
Frontier Capital Management
Massachusetts
$30.7M -$175K -18,284 -0.7%
Ameriprise
25
Ameriprise
Minnesota
$28.1M +$3.36M +351,205 +17%

SHO Hedge Fund Activity: Q4 2020 in Review

184 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2020, worth a combined $2.51B — up 48% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SHO and 33 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 71 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $51.1M. The largest seller was Long Pond Capital, exiting entirely with an estimated $93.5M sold.

  • 184 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2020, down from 189 in Q3 2020.
  • Funds reported $2.51B of Sunstone Hotel Investors stock for Q4 2020, up 48% quarter-over-quarter.
  • 33 funds opened new Sunstone Hotel Investors positions in Q4 2020 and 37 closed out, a net change of -4 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2020 was Vaughan Nelson Investment Management, an estimated $51.1M added.
  • The largest Sunstone Hotel Investors seller in Q4 2020 was Long Pond Capital, an estimated $93.5M sold.

Based on aggregated 13F filings for Q4 2020.