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Sunstone Hotel Investors

227 hedge funds and large institutions have $2.17B invested in Sunstone Hotel Investors in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $406K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

4% more funds holding

Funds holding: 219227 (+8)

1% less capital invested

Capital invested by funds: $2.2B → $2.17B (-$27.4M)

3.4% less ownership

Funds ownership: 106.95%103.55% (-3.4%)

15% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 92

Holders
227
Holders Change
+8
Holders Change %
+3.65%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
78
Reduced
92
Closed
22
Calls
$1.02M
Puts
$406K
Net Calls
+$612K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$393M -$7.22M -724,657 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M -$16.7M -1,671,997 -5%
State Street
3
State Street
Massachusetts
$139M -$2.92M -292,993 -2%
Franklin Resources
4
Franklin Resources
California
$104M +$13.2M +1,321,934 +15%
Blackstone Inc
5
Blackstone Inc
New York
$87.5M
Principal Financial Group
6
Principal Financial Group
Iowa
$79.9M -$3.3M -331,337 -4%
RIM
7
Rush Island Management
New York
$74.4M +$9.41M +943,686 +15%
CIMLRA
8
CBRE Investment Management Listed Real Assets
Pennsylvania
$49.6M +$2.79M +280,067 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$45.7M +$4.5K +452 +0%
Northern Trust
10
Northern Trust
Illinois
$42.7M -$2.74M -275,112 -6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$40.8M -$3.26M -327,245 -8%
JP Morgan Chase
12
JP Morgan Chase
New York
$39.6M +$480K +48,164 +1%
Charles Schwab
13
Charles Schwab
California
$37.6M -$373K -37,446 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$37.4M -$1.26M -126,282 -3%
Legal & General Group
15
Legal & General Group
United Kingdom
$34.1M +$550K +55,195 +2%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.5M +$471K +47,304 +2%
WHG
17
Westwood Holdings Group
Texas
$30.3M -$422K -42,314 -1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$30.2M -$242K -24,240 -0.8%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$26.7M +$482K +48,384 +2%
Ameriprise
20
Ameriprise
Minnesota
$25.1M -$2.09M -209,609 -8%
Fisher Asset Management
21
Fisher Asset Management
Washington
$22.4M +$472K +47,347 +2%
Goldman Sachs
22
Goldman Sachs
New York
$20.2M +$7.96M +799,064 +67%
Allianz Asset Management
23
Allianz Asset Management
Germany
$19.8M -$2.15M -216,140 -10%
N
24
Nuveen
North Carolina
$17.3M +$7.9M +792,582 +86%
Norges Bank
25
Norges Bank
Norway
$17.1M -$1.38M -138,547 -8%

SHO Hedge Fund Activity: Q2 2023 in Review

227 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2023, worth a combined $2.17B — down 1.2% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SHO positions and 22 closed out — a net gain of 8 holders — while 78 added to existing stakes and 92 trimmed.

The largest buyer was Franklin Resources, adding an estimated $13.2M. The largest seller was Balyasny Asset Management, cutting an estimated $31.4M.

  • 227 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2023, up from 219 in Q1 2023.
  • Funds reported $2.17B of Sunstone Hotel Investors stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 30 funds opened new Sunstone Hotel Investors positions in Q2 2023 and 22 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2023 was Franklin Resources, an estimated $13.2M added.
  • The largest Sunstone Hotel Investors seller in Q2 2023 was Balyasny Asset Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q2 2023.