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Sunstone Hotel Investors

242 hedge funds and large institutions have $2.44B invested in Sunstone Hotel Investors in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 89 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,267% more call options, than puts

Call options by funds: $246K | Put options by funds: $18K

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

19% more capital invested

Capital invested by funds: $2.06B → $2.44B (+$384M)

4.58% more ownership

Funds ownership: 98%102.58% (+4.6%)

4% more funds holding

Funds holding: 233242 (+9)

1% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 88

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
242
Holders Change
+9
Holders Change %
+3.86%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
36
Increased
89
Reduced
88
Closed
26
Calls
$246K
Puts
$18K
Net Calls
+$228K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$452M +$9.53M +874,116 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$370M -$4.86M -445,449 -1%
State Street
3
State Street
Massachusetts
$143M +$2.39M +219,333 +2%
Blackstone Inc
4
Blackstone Inc
New York
$102M
Principal Financial Group
5
Principal Financial Group
Iowa
$98.9M +$78.9M +7,234,862 +646%
Citadel Advisors
6
Citadel Advisors
Florida
$82.6M +$66.2M +6,075,032 +677%
Bank of America
7
Bank of America
North Carolina
$77.8M +$13.4M +1,229,769 +23%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$61.3M -$824K -75,629 -1%
JP Morgan Chase
9
JP Morgan Chase
New York
$55.9M -$585K -53,690 -1%
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.5M +$9.28M +851,104 +22%
Charles Schwab
11
Charles Schwab
California
$49.2M +$817K +74,952 +2%
Northern Trust
12
Northern Trust
Illinois
$37.4M +$5.87M +538,089 +21%
Legal & General Group
13
Legal & General Group
United Kingdom
$37.2M -$1.1M -100,882 -3%
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.8M +$2.49M +228,812 +9%
H2CM
15
H/2 Credit Manager
Connecticut
$33M +$6.54M +600,000 +27%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$30.5M -$2.06M -189,344 -7%
WHG
17
Westwood Holdings Group
Texas
$29M -$5.69M -521,794 -18%
William Blair Investment Management
18
William Blair Investment Management
Illinois
$28.3M +$635K +58,234 +3%
Morgan Stanley
19
Morgan Stanley
New York
$26.6M +$3.38M +310,298 +16%
Millennium Management
20
Millennium Management
New York
$24.8M +$5.11M +469,086 +29%
GA
21
GRS Advisors
Illinois
$23M +$21.2M +1,940,880 New
Allianz Asset Management
22
Allianz Asset Management
Germany
$21M -$56.3K -5,169 -0.3%
Invesco
23
Invesco
Georgia
$20.9M -$1.1M -100,950 -5%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$20.7M -$3.27M -300,000 -15%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$20.2M -$8.24M -756,273 -31%

SHO Hedge Fund Activity: Q4 2024 in Review

242 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sunstone Hotel Investors (SHO) for Q4 2024, worth a combined $2.44B — up 19% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHO positions and 26 closed out — a net gain of 10 holders — while 89 added to existing stakes and 88 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $78.9M. The largest seller was Rush Island Management, exiting entirely with an estimated $99.7M sold.

  • 242 institutional investors held Sunstone Hotel Investors (SHO) as of Q4 2024, up from 233 in Q3 2024.
  • Funds reported $2.44B of Sunstone Hotel Investors stock for Q4 2024, up 19% quarter-over-quarter.
  • 36 funds opened new Sunstone Hotel Investors positions in Q4 2024 and 26 closed out, a net change of +10 holders.
  • The largest Sunstone Hotel Investors buyer in Q4 2024 was Principal Financial Group, an estimated $78.9M added.
  • The largest Sunstone Hotel Investors seller in Q4 2024 was Rush Island Management, an estimated $99.7M sold.

Based on aggregated 13F filings for Q4 2024.