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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.

22 hedge funds and large institutions have $59.9M invested in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

5% more funds holding

Funds holding: 2122 (+1)

3% less capital invested

Capital invested by funds: $61.9M → $59.9M (-$1.94M)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
1
Forward Management
California
$16.9M -$1.2M -44,589 -7%
Cohen & Steers
2
Cohen & Steers
New York
$12.8M +$129K +4,819 +1%
SCRM
3
Security Capital Research & Management
Illinois
$6.7M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.68M
NIMC
5
NWQ Investment Management Company
California
$3.94M -$134K -5,010 -3%
ClearBridge Investments
6
ClearBridge Investments
New York
$3.31M
AllianceBernstein
7
AllianceBernstein
Tennessee
$2.7M
JP Morgan Chase
8
JP Morgan Chase
New York
$1.72M
LCM
9
Lakewood Capital Management
New York
$1.25M
RA
10
RMR Advisors
Massachusetts
$1.19M
KIA
11
KCM Investment Advisors
California
$1.13M -$42.4K -1,581 -4%
CAS
12
Cue Advisory Services
Arizona
$1.02M +$1.03M +38,350 New
OAM
13
Orinda Asset Management
California
$863K +$51.2K +1,909 +6%
RJA
14
Raymond James & Associates
Florida
$732K -$428K -15,950 -37%
LPL Financial
15
LPL Financial
California
$355K +$831 +31 +0.2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$286K
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$138K +$129K +4,819 +1,205%
Citigroup
18
Citigroup
New York
$107K +$20.6K +769 +24%
UBS Group
19
UBS Group
Switzerland
$75K +$75.9K +2,832 New
DADC
20
D.A. Davidson & Co
Montana
$39K +$13.4K +500 +50%
Wells Fargo
21
Wells Fargo
California
$27K +$10.2K +380 +60%
Barclays
22
Barclays
United Kingdom
$6K +$6.11K +228 New
AIG
23
American International Group
New York
$5.3K
Deutsche Bank
24
Deutsche Bank
Germany
-$27K -1,000 Closed

AHT.PRE Hedge Fund Activity: Q4 2014 in Review

22 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) for Q4 2014, worth a combined $59.9M — down 3.1% from $61.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AHT.PRE positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $129K. The largest seller was Forward Management, cutting an estimated $1.2M.

  • 22 institutional investors held ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) as of Q4 2014, up from 21 in Q3 2014.
  • Funds reported $59.9M of ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E stock for Q4 2014, down 3.1% quarter-over-quarter.
  • 3 funds opened new ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E positions in Q4 2014 and 1 closed out, a net change of +2 holders.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E buyer in Q4 2014 was Cohen & Steers, an estimated $129K added.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E seller in Q4 2014 was Forward Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2014.