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BHR

Braemar Hotels & Resorts

121 hedge funds and large institutions have $304M invested in Braemar Hotels & Resorts in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 117121 (+4)

2.38% more ownership

Funds ownership: 82.8%85.18% (+2.4%)

8% less capital invested

Capital invested by funds: $330M → $304M (-$25.6M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $15K

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
3.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
51
Reduced
30
Closed
10
Calls
Puts
$15K
Net Calls
-$15K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$659K +$957 +61 +0.1%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$657K +$217K +13,803 +45%
Bank of America
53
Bank of America
North Carolina
$632K -$116K -7,422 -15%
TA
54
Teachers Advisors
New York
$533K +$1.62K +103 +0.3%
GLA
55
Great Lakes Advisors
Illinois
$533K +$104K +6,596 +23%
WP
56
WMS Partners
Maryland
$521K
SO
57
STRS Ohio
Ohio
$520K +$18.2K +1,161 +3%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$511K
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$487K -$43.8K -2,788 -8%
Swiss National Bank
60
Swiss National Bank
Switzerland
$487K
American Century Companies
61
American Century Companies
Missouri
$480K +$507K +32,282 New
PPA
62
Parametric Portfolio Associates
Washington
$469K +$17.8K +1,134 +4%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$427K -$16.4K -1,042 -3%
TIAAOA
64
Teachers Insurance & Annuity Association of America
New York
$418K +$115K +7,347 +35%
IIM
65
Ironwood Investment Management
Massachusetts
$408K
CS
66
Credit Suisse
Switzerland
$387K +$217K +13,850 +114%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$374K +$394K +25,125 New
VOYA Investment Management
68
VOYA Investment Management
Georgia
$357K
Morgan Stanley
69
Morgan Stanley
New York
$338K -$229K -14,591 -39%
Wells Fargo
70
Wells Fargo
California
$301K +$132K +8,412 +71%
MLICM
71
Metropolitan Life Insurance Company (MetLife)
New York
$289K +$305K +19,446 New
BG
72
BlackRock Group
United Kingdom
$257K +$70.7K +4,508 +35%
Citadel Advisors
73
Citadel Advisors
Florida
$251K -$877K -55,860 -77%
Barclays
74
Barclays
United Kingdom
$244K -$18.8K -1,201 -7%
BA
75
BlackRock Advisors
Delaware
$236K +$20.6K +1,310 +9%

BHR Hedge Fund Activity: Q2 2015 in Review

121 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Braemar Hotels & Resorts (BHR) for Q2 2015, worth a combined $304M — down 7.8% from $330M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BHR positions and 10 closed out — a net gain of 5 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was Sessa Capital, adding an estimated $15.1M. The largest seller was AllianceBernstein, exiting entirely with an estimated $29.6M sold.

  • 121 institutional investors held Braemar Hotels & Resorts (BHR) as of Q2 2015, up from 117 in Q1 2015.
  • Funds reported $304M of Braemar Hotels & Resorts stock for Q2 2015, down 7.8% quarter-over-quarter.
  • 15 funds opened new Braemar Hotels & Resorts positions in Q2 2015 and 10 closed out, a net change of +5 holders.
  • The largest Braemar Hotels & Resorts buyer in Q2 2015 was Sessa Capital, an estimated $15.1M added.
  • The largest Braemar Hotels & Resorts seller in Q2 2015 was AllianceBernstein, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2015.