Sunstone Hotel Investors
SHO
207 hedge funds and large institutions have $2.63B invested in Sunstone Hotel Investors in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 74 reducing their positions, and 19 closing their positions.
116% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 19
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
10% more funds holding
Funds holding: 189 → 207 (+18)
1% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 74
2.33% less ownership
Funds ownership: 102.8% → 100.47% (-2.3%)
5% less capital invested
Capital invested by funds: $2.77B → $2.63B (-$141M)
31% less call options, than puts
Call options by funds: $161K | Put options by funds: $233K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$39.5M |
| 2 |
H2CM
H/2 Credit Manager
Stamford,
Connecticut
|
+$36.7M |
| 3 |
RIM
Rush Island Management
New York
|
+$34.2M |
| 4 |
ZP
Zimmer Partners
New York
|
+$25.1M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$82.6M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$36.7M |
| 3 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$35.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$27.6M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$26.8M |
SHO Hedge Fund Activity: Q3 2021 in Review
207 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2021, worth a combined $2.63B — down 5.1% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SHO positions and 19 closed out — a net gain of 22 holders — while 75 added to existing stakes and 74 trimmed.
The largest buyer was Franklin Resources, adding an estimated $39.5M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $82.6M sold.
- 207 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2021, up from 189 in Q2 2021.
- Funds reported $2.63B of Sunstone Hotel Investors stock for Q3 2021, down 5.1% quarter-over-quarter.
- 41 funds opened new Sunstone Hotel Investors positions in Q3 2021 and 19 closed out, a net change of +22 holders.
- The largest Sunstone Hotel Investors buyer in Q3 2021 was Franklin Resources, an estimated $39.5M added.
- The largest Sunstone Hotel Investors seller in Q3 2021 was Vaughan Nelson Investment Management, an estimated $82.6M sold.
Based on aggregated 13F filings for Q3 2021.