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Sunstone Hotel Investors

238 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2022 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 84 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 23

13% more funds holding

Funds holding: 210238 (+28)

5.64% more ownership

Funds ownership: 104.38%110.01% (+5.6%)

8% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 78

1% less capital invested

Capital invested by funds: $2.22B → $2.2B (-$23.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

62% less call options, than puts

Call options by funds: $51K | Put options by funds: $135K

Holders
238
Holders Change
+28
Holders Change %
+13.33%
% of All Funds
4.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
84
Reduced
78
Closed
23
Calls
$51K
Puts
$135K
Net Calls
-$84K
Net Calls Change
-$116K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$355M +$193M +17,846,522 +90%
Vanguard Group
2
Vanguard Group
Pennsylvania
$325M +$30.7M +2,843,715 +9%
State Street
3
State Street
Massachusetts
$129M +$31M +2,863,572 +27%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$84.7M +$10.6M +978,976 +12%
Principal Financial Group
5
Principal Financial Group
Iowa
$83.1M +$7.57M +699,938 +9%
Blackstone Inc
6
Blackstone Inc
New York
$81.4M
Franklin Resources
7
Franklin Resources
California
$77.3M -$380K -35,141 -0.4%
JP Morgan Chase
8
JP Morgan Chase
New York
$50.5M -$45.2M -4,184,025 -44%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$47.1M +$20M +1,851,898 +59%
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$44.6M -$6.41M -592,921 -11%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$43M -$26.7M -2,471,770 -35%
RIM
12
Rush Island Management
New York
$42.3M -$2.85M -263,196 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$40.2M -$627K -57,968 -1%
Northern Trust
14
Northern Trust
Illinois
$35.8M +$1.63M +150,887 +4%
Charles Schwab
15
Charles Schwab
California
$35.5M -$1.13M -104,089 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$34.8M +$10.9M +1,009,327 +38%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$29.9M -$9.36M -866,100 -21%
Legal & General Group
18
Legal & General Group
United Kingdom
$28.5M +$5.36M +496,099 +20%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$28M -$458K -42,409 -1%
Ameriprise
20
Ameriprise
Minnesota
$25.5M +$4.45M +411,508 +18%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$25.3M -$617K -57,108 -2%
WHG
22
Westwood Holdings Group
Texas
$25.2M +$281K +26,036 +1%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.7M +$3.07M +283,899 +12%
Allianz Asset Management
24
Allianz Asset Management
Germany
$22.3M +$2.98M +275,284 +13%
FCM
25
Frontier Capital Management
Massachusetts
$20.5M +$2.16M +199,521 +10%

SHO Hedge Fund Activity: Q3 2022 in Review

238 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2022, worth a combined $2.2B — down 1% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SHO positions and 23 closed out — a net gain of 29 holders — while 84 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $193M. The largest seller was Deutsche Bank, cutting an estimated $69.5M.

  • 238 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2022, up from 210 in Q2 2022.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q3 2022, down 1% quarter-over-quarter.
  • 52 funds opened new Sunstone Hotel Investors positions in Q3 2022 and 23 closed out, a net change of +29 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2022 was BlackRock, an estimated $193M added.
  • The largest Sunstone Hotel Investors seller in Q3 2022 was Deutsche Bank, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2022.