Braemar Hotels & Resorts 5.50% Series B Preferred Stock
BHR.PRB
13 hedge funds and large institutions have $19.5M invested in Braemar Hotels & Resorts 5.50% Series B Preferred Stock in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.
1.28% less ownership
Funds ownership: 50.46% → 49.18% (-1.3%)
9% less capital invested
Capital invested by funds: $21.3M → $19.5M (-$1.84M)
19% less funds holding
Funds holding: 16 → 13 (-3)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVM
Palogic Value Management
Dallas,
Texas
|
+$121K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$12.5K |
| 3 |
LCM
LDR Capital Management
New York
|
+$3.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
-$202K |
| 2 |
LPL Financial
San Diego,
California
|
-$193K |
| 3 |
ICA
Infrastructure Capital Advisors
New York
|
-$159K |
| 4 |
BlackRock
New York
|
-$88.5K |
| 5 |
FFWM
Future Financial Wealth Management
Cincinnati,
Ohio
|
-$20.6K |
BHR.PRB Hedge Fund Activity: Q2 2024 in Review
13 of the 6,934 institutional investors tracked by Wall St. Rank reported a position in Braemar Hotels & Resorts 5.50% Series B Preferred Stock (BHR.PRB) for Q2 2024, worth a combined $19.5M — down 8.6% from $21.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of BHR.PRB and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 3 added.
The largest buyer was Palogic Value Management, adding an estimated $121K. The largest seller was Independent Financial Group, exiting entirely with an estimated $202K sold.
- 13 institutional investors held Braemar Hotels & Resorts 5.50% Series B Preferred Stock (BHR.PRB) as of Q2 2024, down from 16 in Q1 2024.
- Funds reported $19.5M of Braemar Hotels & Resorts 5.50% Series B Preferred Stock stock for Q2 2024, down 8.6% quarter-over-quarter.
- 0 funds opened new Braemar Hotels & Resorts 5.50% Series B Preferred Stock positions in Q2 2024 and 3 closed out, a net change of -3 holders.
- The largest Braemar Hotels & Resorts 5.50% Series B Preferred Stock buyer in Q2 2024 was Palogic Value Management, an estimated $121K added.
- The largest Braemar Hotels & Resorts 5.50% Series B Preferred Stock seller in Q2 2024 was Independent Financial Group, an estimated $202K sold.
Based on aggregated 13F filings for Q2 2024.