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AHT

Ashford Hospitality Trust

163 hedge funds and large institutions have $466M invested in Ashford Hospitality Trust in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% less ownership

Funds ownership: 0.08%0.08% (-0.01%)

3% less capital invested

Capital invested by funds: $481M → $466M (-$14.5M)

5% less funds holding

Funds holding: 171163 (-8)

11% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 57

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

93% less call options, than puts

Call options by funds: $16K | Put options by funds: $214K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
163
Holders Change
-8
Holders Change %
-4.68%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
51
Reduced
57
Closed
26
Calls
$16K
Puts
$214K
Net Calls
-$198K
Net Calls Change
+$109K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$93.9M -$806K -122 -0.8%
KCM
2
Kennedy Capital Management
Missouri
$24.1M +$2.07M +314 +9%
BIT
3
BlackRock Institutional Trust
California
$21.5M -$277K -42 -1%
JP Morgan Chase
4
JP Morgan Chase
New York
$18.5M -$258K -39 -1%
GT
5
Glenmede Trust
Pennsylvania
$17.9M +$522K +79 +3%
Prudential Financial
6
Prudential Financial
New Jersey
$16.9M +$1.7M +258 +11%
AllianceBernstein
7
AllianceBernstein
Tennessee
$16.6M +$7.71M +1,167 +78%
RCM
8
Rutabaga Capital Management
Massachusetts
$16.5M +$2.07M +313 +13%
LSV Asset Management
9
LSV Asset Management
Illinois
$16.2M -$72.6K -11 -0.4%
AL
10
AJO LP
Pennsylvania
$15.8M +$3.67M +556 +28%
State Street
11
State Street
Massachusetts
$15.5M -$370K -56 -2%
BC
12
BHR Capital
New York
$12.6M -$5.45M -826 -29%
BFA
13
BlackRock Fund Advisors
California
$12.5M +$614K +93 +5%
Northern Trust
14
Northern Trust
Illinois
$11.6M +$258K +39 +2%
GC
15
Gratia Capital
California
$9.82M
Renaissance Technologies
16
Renaissance Technologies
New York
$8.47M -$4.25M -643 -32%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$8.47M +$46.2K +7 +0.5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.29M -$59.4K -9 -0.8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$6.51M +$2.59M +392 +60%
Wells Fargo
20
Wells Fargo
California
$6.48M +$284K +43 +4%
Norges Bank
21
Norges Bank
Norway
$6.46M +$964K +146 +16%
O
22
OppenheimerFunds
New York
$5.69M -$7.99M -1,210 -57%
BG
23
BlackRock Group
United Kingdom
$4.53M +$72.6K +11 +2%
DVM
24
Dreman Value Management
Florida
$4.49M -$284K -43 -6%
QI
25
QS Investors
New York
$4.09M +$238K +36 +6%

AHT Hedge Fund Activity: Q4 2015 in Review

163 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ashford Hospitality Trust (AHT) for Q4 2015, worth a combined $466M — down 3% from $481M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AHT and 20 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 51 added.

The largest buyer was AllianceBernstein, adding an estimated $7.71M. The largest seller was Sorin Capital Management, exiting entirely with an estimated $13.3M sold.

  • 163 institutional investors held Ashford Hospitality Trust (AHT) as of Q4 2015, down from 171 in Q3 2015.
  • Funds reported $466M of Ashford Hospitality Trust stock for Q4 2015, down 3% quarter-over-quarter.
  • 20 funds opened new Ashford Hospitality Trust positions in Q4 2015 and 26 closed out, a net change of -6 holders.
  • The largest Ashford Hospitality Trust buyer in Q4 2015 was AllianceBernstein, an estimated $7.71M added.
  • The largest Ashford Hospitality Trust seller in Q4 2015 was Sorin Capital Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2015.