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Sunstone Hotel Investors

219 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

21,900% more call options, than puts

Call options by funds: $440K | Put options by funds: $2K

1% more capital invested

Capital invested by funds: $2.17B → $2.2B (+$29M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 87

1.22% less ownership

Funds ownership: 108.16%106.95% (-1.2%)

8% less funds holding

Funds holding: 238219 (-19)

42% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 38

Holders
219
Holders Change
-19
Holders Change %
-7.98%
% of All Funds
3.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
80
Reduced
87
Closed
38
Calls
$440K
Puts
$2K
Net Calls
+$438K
Net Calls Change
+$360K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$391M -$6.24M -614,754 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$345M +$1.96M +193,199 +0.6%
State Street
3
State Street
Massachusetts
$139M -$1.16M -114,081 -0.8%
Franklin Resources
4
Franklin Resources
California
$88.9M +$45.5K +4,485 +0%
Blackstone Inc
5
Blackstone Inc
New York
$85.4M
Principal Financial Group
6
Principal Financial Group
Iowa
$81.3M +$986K +97,221 +1%
RIM
7
Rush Island Management
New York
$63.3M +$18.9M +1,864,656 +41%
CIMLRA
8
CBRE Investment Management Listed Real Assets
Pennsylvania
$45.6M +$612K +60,321 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$44.7M +$1.77M +174,083 +4%
Northern Trust
10
Northern Trust
Illinois
$44.4M +$1.02M +100,461 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$43.1M -$294K -29,000 -0.7%
JP Morgan Chase
12
JP Morgan Chase
New York
$38.2M +$10.3M +1,012,987 +36%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$37.7M -$219K -21,598 -0.6%
Charles Schwab
14
Charles Schwab
California
$37.1M +$393K +38,772 +1%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$35.6M -$2.08M -205,160 -5%
Legal & General Group
16
Legal & General Group
United Kingdom
$32.7M +$1.41M +138,893 +4%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$32.1M -$10.6M -1,048,166 -24%
WHG
18
Westwood Holdings Group
Texas
$30M +$2.67M +263,309 +9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$29.7M +$28.3K +2,792 +0.1%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.3M +$2.04M +200,716 +7%
Ameriprise
21
Ameriprise
Minnesota
$26.5M +$1.06M +104,542 +4%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$25.6M +$43.1K +4,247 +0.2%
Fisher Asset Management
23
Fisher Asset Management
Washington
$21.5M -$830K -81,841 -4%
Allianz Asset Management
24
Allianz Asset Management
Germany
$21.5M -$326K -32,134 -1%
WCP
25
Waterfront Capital Partners
New York
$20.7M +$21.3M +2,097,893 New

SHO Hedge Fund Activity: Q1 2023 in Review

219 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2023, worth a combined $2.2B — up 1.3% from $2.17B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of SHO and 22 opened new positions — a net loss of 16 holders — while 87 trimmed existing stakes and 80 added.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $21.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $24.5M sold.

  • 219 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2023, down from 238 in Q4 2022.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q1 2023, up 1.3% quarter-over-quarter.
  • 22 funds opened new Sunstone Hotel Investors positions in Q1 2023 and 38 closed out, a net change of -16 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2023 was Waterfront Capital Partners, an estimated $21.3M added.
  • The largest Sunstone Hotel Investors seller in Q1 2023 was Lord, Abbett & Co, an estimated $24.5M sold.

Based on aggregated 13F filings for Q1 2023.