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Sunstone Hotel Investors

233 hedge funds and large institutions have $2.06B invested in Sunstone Hotel Investors in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,663% more call options, than puts

Call options by funds: $221K | Put options by funds: $8K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.47% less ownership

Funds ownership: 98.46%98% (-0.47%)

2% less capital invested

Capital invested by funds: $2.09B → $2.06B (-$31.9M)

3% less funds holding

Funds holding: 241233 (-8)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
233
Holders Change
-8
Holders Change %
-3.32%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
82
Reduced
92
Closed
30
Calls
$221K
Puts
$8K
Net Calls
+$213K
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$385M -$615K -60,194 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$327M +$710K +69,444 +0.2%
State Street
3
State Street
Massachusetts
$123M -$2.36M -231,053 -2%
RIM
4
Rush Island Management
New York
$99.7M
Blackstone Inc
5
Blackstone Inc
New York
$89.2M
Bank of America
6
Bank of America
North Carolina
$55.1M +$37.5M +3,670,868 +220%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$54.2M +$1.12M +109,327 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$49.3M +$11.6M +1,130,558 +31%
Charles Schwab
9
Charles Schwab
California
$42.1M +$1.2M +117,390 +3%
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$39.6M +$2.05M +200,311 +6%
Legal & General Group
11
Legal & General Group
United Kingdom
$33.4M -$661K -64,663 -2%
WHG
12
Westwood Holdings Group
Texas
$30.7M +$1.58M +154,878 +5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$28.6M -$623K -60,907 -2%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.1M -$273K -26,721 -1%
Northern Trust
15
Northern Trust
Illinois
$27.1M +$177K +17,364 +0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$25.4M -$9.02M -882,767 -26%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$24M -$730K -71,435 -3%
H2CM
18
H/2 Credit Manager
Connecticut
$22.6M
Goldman Sachs
19
Goldman Sachs
New York
$22.5M +$1.45M +141,889 +7%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$21.2M +$1.02M +100,000 +5%
Morgan Stanley
21
Morgan Stanley
New York
$20M +$1.84M +179,709 +10%
Invesco
22
Invesco
Georgia
$19.2M +$1.09M +106,934 +6%
Fisher Asset Management
23
Fisher Asset Management
Washington
$18.6M -$4.12K -403 -0%
Macquarie Group
24
Macquarie Group
Australia
$18.5M +$326K +31,878 +2%
Allianz Asset Management
25
Allianz Asset Management
Germany
$18.4M +$1.99M +194,922 +12%

SHO Hedge Fund Activity: Q3 2024 in Review

233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q3 2024, worth a combined $2.06B — down 1.5% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SHO and 24 opened new positions — a net loss of 6 holders — while 92 trimmed existing stakes and 82 added.

The largest buyer was Bank of America, adding an estimated $37.5M. The largest seller was Franklin Resources, cutting an estimated $43M.

  • 233 institutional investors held Sunstone Hotel Investors (SHO) as of Q3 2024, down from 241 in Q2 2024.
  • Funds reported $2.06B of Sunstone Hotel Investors stock for Q3 2024, down 1.5% quarter-over-quarter.
  • 24 funds opened new Sunstone Hotel Investors positions in Q3 2024 and 30 closed out, a net change of -6 holders.
  • The largest Sunstone Hotel Investors buyer in Q3 2024 was Bank of America, an estimated $37.5M added.
  • The largest Sunstone Hotel Investors seller in Q3 2024 was Franklin Resources, an estimated $43M sold.

Based on aggregated 13F filings for Q3 2024.