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AHT.PRE

ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E

Delisted

AHT.PRE was delisted on the 8th of July, 2016.

23 hedge funds and large institutions have $63.2M invested in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $62.2M → $63.2M (+$984K)

4% less funds holding

Funds holding: 2423 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
1
Forward Management
California
$18.8M
Cohen & Steers
2
Cohen & Steers
New York
$13.1M
SCRM
3
Security Capital Research & Management
Illinois
$6.97M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.87M
NIMC
5
NWQ Investment Management Company
California
$4.32M -$13.7K -500 -0.3%
ClearBridge Investments
6
ClearBridge Investments
New York
$3.45M
AllianceBernstein
7
AllianceBernstein
Tennessee
$2.07M
JP Morgan Chase
8
JP Morgan Chase
New York
$1.79M
LCM
9
Lakewood Capital Management
New York
$1.3M
RA
10
RMR Advisors
Massachusetts
$1.24M
KIA
11
KCM Investment Advisors
California
$1.21M +$16.1K +591 +1%
RJA
12
Raymond James & Associates
Florida
$1.21M -$26K -950 -2%
OAM
13
Orinda Asset Management
California
$845K -$173K -6,318 -17%
DLG
14
Daniel L. Goodwin
$827K -$82K -3,000 -9%
LPL Financial
15
LPL Financial
California
$368K
Wells Fargo
16
Wells Fargo
California
$357K +$11.6K +425 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$286K
Citigroup
18
Citigroup
New York
$82K +$109 +4 +0.1%
Deutsche Bank
19
Deutsche Bank
Germany
$27K -$13.7K -500 -33%
DADC
20
D.A. Davidson & Co
Montana
$27K
U
21
UBS
Switzerland
$24K -$9.78K -358 -29%
BRWM
22
B. Riley Wealth Management
Tennessee
$13K
Creative Planning
23
Creative Planning
Kansas
$6K +$5.46K +200 New
AIG
24
American International Group
New York
$5.51K +$5.46K +200 New
US Bancorp
25
US Bancorp
Minnesota
-$27K -1,000 Closed

AHT.PRE Hedge Fund Activity: Q2 2014 in Review

23 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) for Q2 2014, worth a combined $63.2M — up 1.6% from $62.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of AHT.PRE and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.

The largest buyer was KCM Investment Advisors, adding an estimated $16.1K. The largest seller was Orinda Asset Management, cutting an estimated $173K.

  • 23 institutional investors held ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) as of Q2 2014, down from 24 in Q1 2014.
  • Funds reported $63.2M of ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E stock for Q2 2014, up 1.6% quarter-over-quarter.
  • 2 funds opened new ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E positions in Q2 2014 and 3 closed out, a net change of -1 holder.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E buyer in Q2 2014 was KCM Investment Advisors, an estimated $16.1K added.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E seller in Q2 2014 was Orinda Asset Management, an estimated $173K sold.

Based on aggregated 13F filings for Q2 2014.