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Sunstone Hotel Investors

241 hedge funds and large institutions have $2.09B invested in Sunstone Hotel Investors in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $225K | Put options by funds: $40K

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

1.54% more ownership

Funds ownership: 96.93%98.46% (+1.5%)

1% more funds holding

Funds holding: 239241 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $2.2B → $2.09B (-$108M)

Holders
241
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
94
Reduced
83
Closed
31
Calls
$225K
Puts
$40K
Net Calls
+$185K
Net Calls Change
-$359K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$390M -$5.2M -501,808 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$331M -$7M -675,712 -2%
State Street
3
State Street
Massachusetts
$127M -$4.45M -429,438 -3%
RIM
4
Rush Island Management
New York
$101M +$2.35M +226,674 +2%
Blackstone Inc
5
Blackstone Inc
New York
$90.4M
Franklin Resources
6
Franklin Resources
California
$60.1M -$6.76M -652,719 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$53.8M +$1.7M +164,039 +3%
Charles Schwab
8
Charles Schwab
California
$41.5M +$1.83K +177 +0%
JP Morgan Chase
9
JP Morgan Chase
New York
$38.1M -$2.89M -279,034 -7%
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$38M +$8.24M +795,871 +28%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$35M -$1.23M -118,796 -3%
Legal & General Group
12
Legal & General Group
United Kingdom
$34.6M -$280K -27,015 -0.8%
Citadel Advisors
13
Citadel Advisors
Florida
$32.9M +$18.6M +1,799,820 +133%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$29.6M -$65K -6,272 -0.2%
WHG
15
Westwood Holdings Group
Texas
$29.5M +$530K +51,203 +2%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.7M +$260K +25,086 +1%
Northern Trust
17
Northern Trust
Illinois
$27.2M -$668K -64,528 -2%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$25.1M -$48.1K -4,647 -0.2%
H2CM
19
H/2 Credit Manager
Connecticut
$22.9M
TC
20
Tarsadia Capital
New York
$22.5M -$5.9M -569,208 -21%
Goldman Sachs
21
Goldman Sachs
New York
$21.3M +$8.34M +804,932 +65%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$20.4M +$20.2M +1,950,000 New
Fisher Asset Management
23
Fisher Asset Management
Washington
$18.9M +$1.7M +164,274 +10%
Millennium Management
24
Millennium Management
New York
$18.5M +$14.4M +1,389,917 +368%
Macquarie Group
25
Macquarie Group
Australia
$18.5M +$4.45M +429,208 +32%

SHO Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q2 2024, worth a combined $2.09B — down 4.9% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SHO positions and 31 closed out — a net gain of 4 holders — while 94 added to existing stakes and 83 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $20.2M. The largest seller was Balyasny Asset Management, cutting an estimated $16.3M.

  • 241 institutional investors held Sunstone Hotel Investors (SHO) as of Q2 2024, up from 239 in Q1 2024.
  • Funds reported $2.09B of Sunstone Hotel Investors stock for Q2 2024, down 4.9% quarter-over-quarter.
  • 35 funds opened new Sunstone Hotel Investors positions in Q2 2024 and 31 closed out, a net change of +4 holders.
  • The largest Sunstone Hotel Investors buyer in Q2 2024 was Adage Capital Partners, an estimated $20.2M added.
  • The largest Sunstone Hotel Investors seller in Q2 2024 was Balyasny Asset Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2024.