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Sunstone Hotel Investors

213 hedge funds and large institutions have $2.6B invested in Sunstone Hotel Investors in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $257K | Put options by funds: $83K

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

3% more funds holding

Funds holding: 207213 (+6)

1.05% more ownership

Funds ownership: 100.47%101.52% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.63B → $2.6B (-$30.4M)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

Holders
213
Holders Change
+6
Holders Change %
+2.9%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
82
Reduced
83
Closed
24
Calls
$257K
Puts
$83K
Net Calls
+$174K
Net Calls Change
+$246K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$379M +$3.89M +325,538 +1%
BlackRock
2
BlackRock
New York
$248M +$3.11M +260,271 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$150M -$11.4M -955,731 -7%
ZP
4
Zimmer Partners
New York
$119M +$95.4M +7,975,000 +371%
State Street
5
State Street
Massachusetts
$109M +$6.85M +572,545 +7%
Norges Bank
6
Norges Bank
Norway
$98.3M -$2.01M -168,116 -2%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$81.1M -$3.7M -309,091 -4%
Principal Financial Group
8
Principal Financial Group
Iowa
$69.2M -$4.48M -374,684 -6%
Franklin Resources
9
Franklin Resources
California
$66.8M +$14.4M +1,207,421 +27%
JP Morgan Chase
10
JP Morgan Chase
New York
$64.8M -$3.22M -268,936 -5%
CIMLRA
11
CBRE Investment Management Listed Real Assets
Pennsylvania
$60.7M +$2.49M +208,539 +4%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$52.2M +$742K +62,033 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$50.2M -$320K -26,756 -0.6%
Northern Trust
14
Northern Trust
Illinois
$48.2M -$8.05M -672,692 -14%
Charles Schwab
15
Charles Schwab
California
$44.9M +$1.51M +125,825 +3%
RIM
16
Rush Island Management
New York
$43.7M +$9.4M +785,390 +27%
H2CM
17
H/2 Credit Manager
Connecticut
$43.4M +$6.58M +550,000 +17%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$39.4M +$40.3M +3,367,335 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$37.4M -$6.22M -519,993 -14%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$37.1M -$516K -43,098 -1%
WHG
21
Westwood Holdings Group
Texas
$33.3M +$11.1M +924,037 +48%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$30.3M -$2.37M -197,729 -7%
Legal & General Group
23
Legal & General Group
United Kingdom
$27.2M +$4.74M +396,283 +21%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$25.5M +$2.67M +223,211 +11%
FCM
25
Frontier Capital Management
Massachusetts
$23.6M -$481K -40,181 -2%

SHO Hedge Fund Activity: Q4 2021 in Review

213 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2021, worth a combined $2.6B — down 1.2% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 24 closed out — a net gain of 8 holders — while 82 added to existing stakes and 83 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $95.4M. The largest seller was Invesco, cutting an estimated $116M.

  • 213 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2021, up from 207 in Q3 2021.
  • Funds reported $2.6B of Sunstone Hotel Investors stock for Q4 2021, down 1.2% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2021 and 24 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2021 was Zimmer Partners, an estimated $95.4M added.
  • The largest Sunstone Hotel Investors seller in Q4 2021 was Invesco, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2021.