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Sunstone Hotel Investors

238 hedge funds and large institutions have $2.17B invested in Sunstone Hotel Investors in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 85 increasing their positions, 93 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $123K | Put options by funds: $45K

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

0% more funds holding

Funds holding: 238238 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.2B → $2.17B (-$31.9M)

9% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 93

1.85% less ownership

Funds ownership: 110.01%108.16% (-1.9%)

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
85
Reduced
93
Closed
28
Calls
$123K
Puts
$45K
Net Calls
+$78K
Net Calls Change
+$162K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$388M +$25.8M +2,494,702 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$335M +$2.11M +203,944 +0.6%
State Street
3
State Street
Massachusetts
$137M +$4.74M +458,624 +3%
Franklin Resources
4
Franklin Resources
California
$86.8M +$8.07M +780,592 +10%
Blackstone Inc
5
Blackstone Inc
New York
$83.5M
Principal Financial Group
6
Principal Financial Group
Iowa
$78.5M -$7.16M -693,136 -8%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$44M -$1.87M -180,703 -4%
RIM
8
Rush Island Management
New York
$43.9M +$591K +57,190 +1%
Northern Trust
9
Northern Trust
Illinois
$42.5M +$6.17M +597,088 +16%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$42.4M -$1.81M -174,642 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$42M +$860K +83,197 +2%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$41.5M -$7.28M -704,742 -14%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$37.1M +$1.47M +142,679 +4%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$36.8M -$53.6M -5,181,927 -58%
Charles Schwab
15
Charles Schwab
California
$35.9M -$543K -52,541 -1%
Legal & General Group
16
Legal & General Group
United Kingdom
$30.7M +$1.55M +149,965 +5%
JP Morgan Chase
17
JP Morgan Chase
New York
$27.6M -$25.9M -2,507,567 -47%
WHG
18
Westwood Holdings Group
Texas
$26.8M +$1.08M +104,285 +4%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.8M +$1.51M +146,284 +6%
Deutsche Bank
20
Deutsche Bank
Germany
$25.1M +$25.4M +2,457,668 +1,719%
Ameriprise
21
Ameriprise
Minnesota
$24.9M -$1.38M -133,505 -5%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$24.9M -$1.05M -101,394 -4%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$24.5M -$6.53M -631,821 -20%
Fisher Asset Management
24
Fisher Asset Management
Washington
$21.7M +$23.3M +2,251,472 New
Allianz Asset Management
25
Allianz Asset Management
Germany
$21.3M -$1.64M -158,832 -7%

SHO Hedge Fund Activity: Q4 2022 in Review

238 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2022, worth a combined $2.17B — down 1.4% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 28 closed out — a net gain of 4 holders — while 85 added to existing stakes and 93 trimmed.

The largest buyer was BlackRock, adding an estimated $25.8M. The largest seller was Janus Henderson Group, cutting an estimated $53.6M.

  • 238 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $2.17B of Sunstone Hotel Investors stock for Q4 2022, down 1.4% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2022 and 28 closed out, a net change of +4 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2022 was BlackRock, an estimated $25.8M added.
  • The largest Sunstone Hotel Investors seller in Q4 2022 was Janus Henderson Group, an estimated $53.6M sold.

Based on aggregated 13F filings for Q4 2022.