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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.

31 hedge funds and large institutions have $52.5M invested in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5% less capital invested

Capital invested by funds: $55M → $52.5M (-$2.52M)

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
9
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$12.8M +$1.37M +57,604 +12%
SCRM
2
Security Capital Research & Management
Illinois
$5.74M
FM
3
Forward Management
California
$5.41M -$4.19M -176,299 -44%
NIMC
4
NWQ Investment Management Company
California
$4.83M -$589K -24,800 -11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.22M
LFFS
6
La Francaise Forum Securities
Connecticut
$4.13M +$4.11M +172,865 New
OAM
7
Orinda Asset Management
California
$3.97M +$2.76M +116,083 +231%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.55M
ClearBridge Investments
9
ClearBridge Investments
New York
$1.53M
LCM
10
Lakewood Capital Management
New York
$1.13M
RA
11
RMR Advisors
Massachusetts
$1.07M
CRC
12
Curi RMB Capital
Illinois
$1M +$995K +41,881 New
CAS
13
Cue Advisory Services
Arizona
$995K +$19K +800 +2%
KIA
14
KCM Investment Advisors
California
$915K +$79.5K +3,349 +10%
LPL Financial
15
LPL Financial
California
$659K +$111K +4,680 +21%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$600K
Asset Management One
17
Asset Management One
Japan
$596K
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$533K +$530K +22,299 New
Morgan Stanley
19
Morgan Stanley
New York
$470K -$67.9K -2,857 -13%
Wells Fargo
20
Wells Fargo
California
$122K +$31.2K +1,315 +34%
Citigroup
21
Citigroup
New York
$71K -$9.67K -407 -12%
MFW
22
Mosaic Family Wealth
Missouri
$58K
UBS Group
23
UBS Group
Switzerland
$28K
DADC
24
D.A. Davidson & Co
Montana
$23K
Creative Planning
25
Creative Planning
Kansas
$19K +$9.5K +400 +100%

AHT.PRE Hedge Fund Activity: Q1 2016 in Review

31 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) for Q1 2016, worth a combined $52.5M — down 4.6% from $55M a quarter earlier.

Fund positioning in AHT.PRE was balanced in Q1 2016: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 5 trimmed.

The largest buyer was La Francaise Forum Securities, opening a new position worth an estimated $4.11M. The largest seller was Forward Management, cutting an estimated $4.19M.

  • 31 institutional investors held ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $52.5M of ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E stock for Q1 2016, down 4.6% quarter-over-quarter.
  • 4 funds opened new ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E positions in Q1 2016 and 4 closed out, a net change of 0 holders.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E buyer in Q1 2016 was La Francaise Forum Securities, an estimated $4.11M added.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E seller in Q1 2016 was Forward Management, an estimated $4.19M sold.

Based on aggregated 13F filings for Q1 2016.