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Sunstone Hotel Investors

210 hedge funds and large institutions have $2.22B invested in Sunstone Hotel Investors in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 99 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,067% more call options, than puts

Call options by funds: $35K | Put options by funds: $3K

5.42% more ownership

Funds ownership: 98.96%104.38% (+5.4%)

7% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 27

2% less funds holding

Funds holding: 215210 (-5)

13% less capital invested

Capital invested by funds: $2.55B → $2.22B (-$327M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

33% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 99

Holders
210
Holders Change
-5
Holders Change %
-2.33%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
25
Increased
66
Reduced
99
Closed
27
Calls
$35K
Puts
$3K
Net Calls
+$32K
Net Calls Change
-$389K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$314M -$6.42M -561,040 -2%
BlackRock
2
BlackRock
New York
$197M -$6.54M -571,657 -3%
State Street
3
State Street
Massachusetts
$107M +$9.76M +853,584 +9%
JP Morgan Chase
4
JP Morgan Chase
New York
$94.7M +$58.3M +5,095,604 +115%
Blackstone Inc
5
Blackstone Inc
New York
$85.8M +$98.9M +8,645,000 New
Franklin Resources
6
Franklin Resources
California
$81.8M +$13.5M +1,177,444 +17%
Principal Financial Group
7
Principal Financial Group
Iowa
$80.6M -$1.21M -105,622 -1%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$79.5M -$8.51M -744,188 -8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$69.8M +$8.14M +712,196 +11%
Deutsche Bank
10
Deutsche Bank
Germany
$65.2M -$805K -70,429 -1%
CIMLRA
11
CBRE Investment Management Listed Real Assets
Pennsylvania
$52.9M -$2.69M -235,222 -4%
RIM
12
Rush Island Management
New York
$47.1M -$8.8M -769,308 -14%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$42.9M -$1.9M -165,772 -4%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$40M -$503K -43,943 -1%
Charles Schwab
15
Charles Schwab
California
$38.4M -$563K -49,248 -1%
Northern Trust
16
Northern Trust
Illinois
$36.2M +$4.46M +390,263 +12%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$31.2M +$32.3M +2,827,098 +876%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$29.9M -$567K -49,625 -2%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$27.2M -$975K -85,274 -3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$26.7M -$1.36M -119,252 -4%
CIM
21
Centersquare Investment Management
Pennsylvania
$26.3M +$14.3M +1,247,524 +89%
WHG
22
Westwood Holdings Group
Texas
$26.3M -$2.29M -200,047 -7%
Legal & General Group
23
Legal & General Group
United Kingdom
$25.1M -$991K -86,622 -3%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.2M +$24.6K +2,154 +0.1%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$22.9M +$1.23M +107,711 +5%

SHO Hedge Fund Activity: Q2 2022 in Review

210 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2022, worth a combined $2.22B — down 13% from $2.55B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SHO and 25 opened new positions — a net loss of 2 holders — while 99 trimmed existing stakes and 66 added.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $98.9M. The largest seller was Citadel Advisors, cutting an estimated $46.6M.

  • 210 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2022, down from 215 in Q1 2022.
  • Funds reported $2.22B of Sunstone Hotel Investors stock for Q2 2022, down 13% quarter-over-quarter.
  • 25 funds opened new Sunstone Hotel Investors positions in Q2 2022 and 27 closed out, a net change of -2 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2022 was Blackstone Inc, an estimated $98.9M added.
  • The largest Sunstone Hotel Investors seller in Q2 2022 was Citadel Advisors, an estimated $46.6M sold.

Based on aggregated 13F filings for Q2 2022.