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Sunstone Hotel Investors

232 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $645K | Put options by funds: $247K

11% more capital invested

Capital invested by funds: $1.97B → $2.2B (+$225M)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

0% more funds holding

Funds holding: 231232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 87

2.1% less ownership

Funds ownership: 101.76%99.66% (-2.1%)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
87
Reduced
87
Closed
30
Calls
$645K
Puts
$247K
Net Calls
+$398K
Net Calls Change
+$481K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$410M +$2.06M +208,890 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$346M -$7.64M -774,751 -2%
State Street
3
State Street
Massachusetts
$146M -$1.12M -113,859 -0.8%
RIM
4
Rush Island Management
New York
$98.1M -$4.35M -441,603 -5%
Blackstone Inc
5
Blackstone Inc
New York
$92.8M
Franklin Resources
6
Franklin Resources
California
$84.3M +$879K +89,211 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$52.4M +$1.87M +189,604 +4%
Morgan Stanley
8
Morgan Stanley
New York
$52.1M +$25.8M +2,617,621 +117%
TC
9
Tarsadia Capital
New York
$49.5M +$30.2M +3,060,664 +198%
Charles Schwab
10
Charles Schwab
California
$41.9M +$877K +88,949 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$41.8M -$8.29M -840,708 -18%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$41.6M +$29M +2,937,603 +314%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$37.7M -$859K -87,143 -2%
Legal & General Group
14
Legal & General Group
United Kingdom
$35.7M +$1.39M +140,568 +4%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.2M +$2.33M +236,708 +8%
CIMLRA
16
CBRE Investment Management Listed Real Assets
Pennsylvania
$34M -$18.7M -1,902,427 -38%
WHG
17
Westwood Holdings Group
Texas
$31.3M -$3.09M -313,227 -10%
Northern Trust
18
Northern Trust
Illinois
$30.6M -$12.2M -1,235,080 -30%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$29.7M -$2.35M -238,713 -8%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$25.8M -$621K -62,983 -3%
H2CM
21
H/2 Credit Manager
Connecticut
$23.5M -$3.94M -400,000 -15%
Ameriprise
22
Ameriprise
Minnesota
$20.6M -$4.16M -422,465 -17%
N
23
Nuveen
North Carolina
$19.7M +$827K +83,942 +5%
SSA
24
Schonfeld Strategic Advisors
New York
$18.6M +$16.2M +1,645,781 +1,917%
Fisher Asset Management
25
Fisher Asset Management
Washington
$17.7M -$5.1M -517,021 -24%

SHO Hedge Fund Activity: Q4 2023 in Review

232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2023, worth a combined $2.2B — up 11% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SHO positions and 30 closed out — a net gain of 2 holders — while 87 added to existing stakes and 87 trimmed.

The largest buyer was Tarsadia Capital, adding an estimated $30.2M. The largest seller was Principal Financial Group, cutting an estimated $64.9M.

  • 232 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q4 2023, up 11% quarter-over-quarter.
  • 32 funds opened new Sunstone Hotel Investors positions in Q4 2023 and 30 closed out, a net change of +2 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2023 was Tarsadia Capital, an estimated $30.2M added.
  • The largest Sunstone Hotel Investors seller in Q4 2023 was Principal Financial Group, an estimated $64.9M sold.

Based on aggregated 13F filings for Q4 2023.