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Sunstone Hotel Investors

239 hedge funds and large institutions have $2.2B invested in Sunstone Hotel Investors in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 83 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,943% more call options, than puts

Call options by funds: $572K | Put options by funds: $28K

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

3% more funds holding

Funds holding: 232239 (+7)

0% more capital invested

Capital invested by funds: $2.2B → $2.2B (+$765K)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.73% less ownership

Funds ownership: 99.66%96.93% (-2.7%)

14% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 97

Holders
239
Holders Change
+7
Holders Change %
+3.02%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
83
Reduced
97
Closed
23
Calls
$572K
Puts
$28K
Net Calls
+$544K
Net Calls Change
+$146K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$421M -$4.34M -397,269 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$360M +$1.27M +115,899 +0.4%
State Street
3
State Street
Massachusetts
$140M -$11.2M -1,020,990 -8%
RIM
4
Rush Island Management
New York
$105M +$3.27M +299,175 +3%
Blackstone Inc
5
Blackstone Inc
New York
$96.3M
Franklin Resources
6
Franklin Resources
California
$71.2M -$16M -1,465,460 -19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$55.4M +$1.05M +96,080 +2%
Charles Schwab
8
Charles Schwab
California
$44.2M +$636K +58,253 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$43.7M +$329K +30,124 +0.8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$38.6M -$555K -50,789 -1%
Legal & General Group
11
Legal & General Group
United Kingdom
$37.1M +$59.6K +5,458 +0.2%
CIMLRA
12
CBRE Investment Management Listed Real Assets
Pennsylvania
$31.6M -$3.59M -328,529 -10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$31.6M +$762K +69,707 +3%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$31.5M -$11.4M -1,042,083 -27%
WHG
15
Westwood Holdings Group
Texas
$30.8M -$1.67M -152,896 -5%
TC
16
Tarsadia Capital
New York
$30.3M -$20.7M -1,891,128 -41%
Northern Trust
17
Northern Trust
Illinois
$29.7M -$1.96M -179,628 -6%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.3M -$7.16M -655,290 -20%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$26.8M -$30.7K -2,812 -0.1%
H2CM
20
H/2 Credit Manager
Connecticut
$24.4M
Morgan Stanley
21
Morgan Stanley
New York
$24.1M -$29.4M -2,691,322 -55%
Bank of America
22
Bank of America
North Carolina
$23.9M +$5.77M +528,220 +33%
N
23
Nuveen
North Carolina
$21.5M +$993K +90,894 +5%
Fisher Asset Management
24
Fisher Asset Management
Washington
$18.3M -$88.7K -8,124 -0.5%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$17.4M +$8.05M +736,646 +89%

SHO Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q1 2024, worth a combined $2.2B — up 0.03% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHO positions and 23 closed out — a net gain of 8 holders — while 83 added to existing stakes and 97 trimmed.

The largest buyer was Macquarie Group, adding an estimated $13M. The largest seller was Morgan Stanley, cutting an estimated $29.4M.

  • 239 institutional investors held Sunstone Hotel Investors (SHO) as of Q1 2024, up from 232 in Q4 2023.
  • Funds reported $2.2B of Sunstone Hotel Investors stock for Q1 2024, up 0.03% quarter-over-quarter.
  • 31 funds opened new Sunstone Hotel Investors positions in Q1 2024 and 23 closed out, a net change of +8 holders.
  • The largest Sunstone Hotel Investors buyer in Q1 2024 was Macquarie Group, an estimated $13M added.
  • The largest Sunstone Hotel Investors seller in Q1 2024 was Morgan Stanley, an estimated $29.4M sold.

Based on aggregated 13F filings for Q1 2024.