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BHR

Braemar Hotels & Resorts

125 hedge funds and large institutions have $335M invested in Braemar Hotels & Resorts in 2015 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

1% more capital invested

Capital invested by funds: $330M → $335M (+$4.47M)

1.62% less ownership

Funds ownership: 83.58%81.97% (-1.6%)

5% less funds holding

Funds holding: 132125 (-7)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

31% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 51

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $155K

Holders
125
Holders Change
-7
Holders Change %
-5.3%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
13
Increased
35
Reduced
51
Closed
18
Calls
Puts
$155K
Net Calls
-$155K
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WMS Partners
Maryland
$658K +$3.47K +242 +0.5%
BG
52
BlackRock Group
United Kingdom
$651K +$39.5K +2,756 +6%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$601K +$8.32K +580 +1%
Swiss National Bank
54
Swiss National Bank
Switzerland
$598K
TA
55
Teachers Advisors
New York
$586K
Bank of America
56
Bank of America
North Carolina
$579K -$67K -4,668 -10%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$536K
FM
58
Forward Management
California
$508K +$507K +35,350 New
PPA
59
Parametric Portfolio Associates
Washington
$481K +$96.2K +6,708 +25%
SOAMC
60
Spirit of America Management Corp
New York
$480K +$145K +10,100 +43%
CS
61
Credit Suisse
Switzerland
$456K -$342K -23,821 -43%
Ohio Public Employees Retirement System (OPERS)
62
Ohio Public Employees Retirement System (OPERS)
Ohio
$447K -$27K -1,882 -6%
TIAAOA
63
Teachers Insurance & Annuity Association of America
New York
$426K -$114K -7,938 -21%
Two Sigma Investments
64
Two Sigma Investments
New York
$418K -$6.93K -483 -2%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$392K
First Trust Advisors
66
First Trust Advisors
Illinois
$380K +$380K +26,462 New
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$373K +$75.6K +5,269 +25%
ARTA
68
A.R.T. Advisors
New York
$361K -$389K -27,137 -52%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$323K +$617 +43 +0.2%
QSS
70
Quantitative Systematic Strategies
Florida
$296K -$525K -36,566 -64%
HIH
71
HRS Investment Holdings
New York
$290K +$290K +20,200 New
Wells Fargo
72
Wells Fargo
California
$285K -$40.5K -2,821 -12%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$280K
MCM
74
Matarin Capital Management
New York
$274K +$33.9K +2,361 +14%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$259K +$100 +7 +0%

BHR Hedge Fund Activity: Q4 2015 in Review

125 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Braemar Hotels & Resorts (BHR) for Q4 2015, worth a combined $335M — up 1.4% from $330M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BHR and 13 opened new positions — a net loss of 5 holders — while 51 trimmed existing stakes and 35 added.

The largest buyer was Weiss Multi-Strategy Advisers, adding an estimated $12.8M. The largest seller was AJO LP, cutting an estimated $8.8M.

  • 125 institutional investors held Braemar Hotels & Resorts (BHR) as of Q4 2015, down from 132 in Q3 2015.
  • Funds reported $335M of Braemar Hotels & Resorts stock for Q4 2015, up 1.4% quarter-over-quarter.
  • 13 funds opened new Braemar Hotels & Resorts positions in Q4 2015 and 18 closed out, a net change of -5 holders.
  • The largest Braemar Hotels & Resorts buyer in Q4 2015 was Weiss Multi-Strategy Advisers, an estimated $12.8M added.
  • The largest Braemar Hotels & Resorts seller in Q4 2015 was AJO LP, an estimated $8.8M sold.

Based on aggregated 13F filings for Q4 2015.