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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.

21 hedge funds and large institutions have $61.9M invested in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

2% less capital invested

Capital invested by funds: $63.2M → $61.9M (-$1.34M)

9% less funds holding

Funds holding: 2321 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
1
Forward Management
California
$18.5M
Cohen & Steers
2
Cohen & Steers
New York
$12.9M +$10.9K +400 +0.1%
SCRM
3
Security Capital Research & Management
Illinois
$6.88M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.8M
NIMC
5
NWQ Investment Management Company
California
$4.19M -$74.3K -2,718 -2%
ClearBridge Investments
6
ClearBridge Investments
New York
$3.4M
AllianceBernstein
7
AllianceBernstein
Tennessee
$2.77M +$738K +27,000 +36%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.77M
LCM
9
Lakewood Capital Management
New York
$1.28M
RA
10
RMR Advisors
Massachusetts
$1.22M
KIA
11
KCM Investment Advisors
California
$1.21M +$13.4K +490 +1%
RJA
12
Raymond James & Associates
Florida
$1.19M -$5.47K -200 -0.5%
OAM
13
Orinda Asset Management
California
$832K
LPL Financial
14
LPL Financial
California
$364K +$273 +10 +0.1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$294K
Citigroup
16
Citigroup
New York
$89K +$7.57K +277 +9%
U
17
UBS
Switzerland
$30K +$5.58K +204 +23%
DADC
18
D.A. Davidson & Co
Montana
$27K
Deutsche Bank
19
Deutsche Bank
Germany
$27K
Wells Fargo
20
Wells Fargo
California
$17K -$337K -12,325 -95%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$11K +$10.9K +400 New
AIG
22
American International Group
New York
$5.44K
DLG
23
Daniel L. Goodwin
-$827K -30,000 Closed
BRWM
24
B. Riley Wealth Management
Tennessee
-$13K -500 Closed
Creative Planning
25
Creative Planning
Kansas
-$6K -200 Closed

AHT.PRE Hedge Fund Activity: Q3 2014 in Review

21 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) for Q3 2014, worth a combined $61.9M — down 2.1% from $63.2M a quarter earlier.

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

The largest buyer was AllianceBernstein, adding an estimated $738K. The largest seller was Daniel L. Goodwin, exiting entirely with an estimated $827K sold.

  • 21 institutional investors held ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) as of Q3 2014, down from 23 in Q2 2014.
  • Funds reported $61.9M of ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E stock for Q3 2014, down 2.1% quarter-over-quarter.
  • 1 fund opened new ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E positions in Q3 2014 and 3 closed out, a net change of -2 holders.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E buyer in Q3 2014 was AllianceBernstein, an estimated $738K added.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E seller in Q3 2014 was Daniel L. Goodwin, an estimated $827K sold.

Based on aggregated 13F filings for Q3 2014.