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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.

26 hedge funds and large institutions have $59.9M invested in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

1% less capital invested

Capital invested by funds: $60.2M → $59.9M (-$341K)

4% less funds holding

Funds holding: 2726 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
1
Forward Management
California
$15.7M -$41.1K -1,548 -0.3%
Cohen & Steers
2
Cohen & Steers
New York
$12.6M
SCRM
3
Security Capital Research & Management
Illinois
$6.32M
NIMC
4
NWQ Investment Management Company
California
$5.98M +$426K +16,069 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.65M
AllianceBernstein
6
AllianceBernstein
Tennessee
$2.69M
JP Morgan Chase
7
JP Morgan Chase
New York
$1.71M
ClearBridge Investments
8
ClearBridge Investments
New York
$1.69M
LCM
9
Lakewood Capital Management
New York
$1.24M
RA
10
RMR Advisors
Massachusetts
$1.19M
CAS
11
Cue Advisory Services
Arizona
$1.13M +$117K +4,400 +11%
KIA
12
KCM Investment Advisors
California
$1.1M -$20.8K -783 -2%
OAM
13
Orinda Asset Management
California
$952K
Asset Management One
14
Asset Management One
Japan
$661K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$661K
RJA
16
Raymond James & Associates
Florida
$647K -$58.4K -2,200 -8%
LPL Financial
17
LPL Financial
California
$258K -$23K -867 -8%
UBS Group
18
UBS Group
Switzerland
$246K +$173K +6,535 +234%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$221K
Citigroup
20
Citigroup
New York
$91K +$9.63K +363 +12%
Wells Fargo
21
Wells Fargo
California
$58K -$189K -7,107 -76%
DADC
22
D.A. Davidson & Co
Montana
$39K
IWMPD
23
Integrated Wealth Management (Palm Desert)
California
$37K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$32K +$13.9K +525 +75%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$16K

AHT.PRE Hedge Fund Activity: Q2 2015 in Review

26 of the 3,713 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 2015, worth a combined $59.9M — down 0.57% from $60.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of AHT.PRE and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.

The largest buyer was NWQ Investment Management Company, adding an estimated $426K. The largest seller was Wells Fargo, cutting an estimated $189K.

  • 26 institutional investors held ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) as of Q2 2015, down from 27 in Q1 2015.
  • Funds reported $59.9M of ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E stock for Q2 2015, down 0.57% quarter-over-quarter.
  • 1 fund opened new ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E positions in Q2 2015 and 2 closed out, a net change of -1 holder.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E buyer in Q2 2015 was NWQ Investment Management Company, an estimated $426K added.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E seller in Q2 2015 was Wells Fargo, an estimated $189K sold.

Based on aggregated 13F filings for Q2 2015.