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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.

33 hedge funds and large institutions have $56.4M invested in ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

7% more capital invested

Capital invested by funds: $52.5M → $56.4M (+$3.86M)

6% more funds holding

Funds holding: 3133 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
11
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$16.4M +$2.63M +104,285 +20%
SCRM
2
Security Capital Research & Management
Illinois
$6.17M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.69M +$1.13M +44,692 +25%
LFFS
4
La Francaise Forum Securities
Connecticut
$4.16M -$278K -11,050 -6%
OAM
5
Orinda Asset Management
California
$3.97M
NIMC
6
NWQ Investment Management Company
California
$3.83M -$1.33M -53,014 -26%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$2.93M +$2.31M +91,812 +412%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.58M +$894K +35,500 +55%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.06M -$258K -10,228 -11%
RA
10
RMR Advisors
Massachusetts
$1.67M +$504K +20,000 +44%
LCM
11
Lakewood Capital Management
New York
$1.21M
CRC
12
Curi RMB Capital
Illinois
$1.13M +$56.4K +2,239 +5%
CAS
13
Cue Advisory Services
Arizona
$1.09M +$22.7K +900 +2%
KIA
14
KCM Investment Advisors
California
$978K -$5.69K -226 -0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$439K -$201K -8,000 -32%
Asset Management One
16
Asset Management One
Japan
$435K -$201K -8,000 -32%
LPL Financial
17
LPL Financial
California
$398K -$282K -11,180 -42%
Wells Fargo
18
Wells Fargo
California
$326K +$190K +7,542 +147%
Morgan Stanley
19
Morgan Stanley
New York
$285K -$215K -8,547 -44%
Goldman Sachs
20
Goldman Sachs
New York
$216K +$212K +8,400 New
Citigroup
21
Citigroup
New York
$76K
MFW
22
Mosaic Family Wealth
Missouri
$61K -$2.52K -100 -4%
UBS Group
23
UBS Group
Switzerland
$55K +$24.9K +990 +85%
GWS
24
Glassman Wealth Services
Virginia
$51K +$49.5K +1,966 New
Creative Planning
25
Creative Planning
Kansas
$26K +$5.04K +200 +25%

AHT.PRE Hedge Fund Activity: Q2 2016 in Review

33 of the 3,749 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 2016, worth a combined $56.4M — up 7.4% from $52.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AHT.PRE positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $2.63M. The largest seller was Forward Management, exiting entirely with an estimated $5.41M sold.

  • 33 institutional investors held ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E (AHT.PRE) as of Q2 2016, up from 31 in Q1 2016.
  • Funds reported $56.4M of ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E stock for Q2 2016, up 7.4% quarter-over-quarter.
  • 5 funds opened new ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E positions in Q2 2016 and 3 closed out, a net change of +2 holders.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E buyer in Q2 2016 was Cohen & Steers, an estimated $2.63M added.
  • The largest ASHFORD HOSPITALITY TR INC 9.00% CUM PFD SER E seller in Q2 2016 was Forward Management, an estimated $5.41M sold.

Based on aggregated 13F filings for Q2 2016.