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BHR

Braemar Hotels & Resorts

132 hedge funds and large institutions have $330M invested in Braemar Hotels & Resorts in 2015 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 16 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

431% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 16

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

9% more funds holding

Funds holding: 121132 (+11)

9% more capital invested

Capital invested by funds: $304M → $330M (+$25.9M)

1.6% less ownership

Funds ownership: 85.18%83.58% (-1.6%)

99% less call options, than puts

Call options by funds: $1K | Put options by funds: $172K

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
28
Increased
85
Reduced
16
Closed
16
Calls
$1K
Puts
$172K
Net Calls
-$171K
Net Calls Change
-$156K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
WFG Advisors
Texas
$12K +$4.94K +347 +69%
Creative Planning
127
Creative Planning
Kansas
$7K +$7.58K +532 New
ST
128
Smithfield Trust
Pennsylvania
$1K +$142 +10 +23%
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$296 +$42.4K +2,980 +16%
HVCM
130
HG Vora Capital Management
New York
-$7.51M -505,000 Closed
TAM
131
THB Asset Management
Connecticut
-$4.66M -313,595 Closed
PCM
132
PAR Capital Management
Massachusetts
-$3.4M -228,521 Closed
LI
133
LMCG Investments
Massachusetts
-$1.4M -93,868 Closed
MAM
134
Martingale Asset Management
Massachusetts
-$1.11M -74,384 Closed
BAMCO Inc
135
BAMCO Inc
New York
-$751K -50,500 Closed
GLA
136
Great Lakes Advisors
Illinois
-$533K -35,841 Closed
Citadel Advisors
137
Citadel Advisors
Florida
-$251K -16,914 Closed
DAS
138
Dynamic Advisor Solutions
Arizona
-$173K -11,622 Closed
VKH
139
Virtu KCG Holdings
New York
-$161K -10,815 Closed
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
-$93K -6,224 Closed
Invesco
141
Invesco
Georgia
-$70K -4,693 Closed
IOOF
142
Independent Order of Foresters
Ontario, Canada
-$66K -4,418 Closed
JG
143
Jefferies Group
New York
-$8K -533 Closed
SEI Investments
144
SEI Investments
Pennsylvania
-$2K -180 Closed
FNBT
145
FineMark National Bank & Trust
Florida
-$1K -57 Closed
LTFS
146
Ladenburg Thalmann Financial Services
Florida
-$570 -40 -63%
GT
147
Glenmede Trust
Pennsylvania
+$142 +10 New

BHR Hedge Fund Activity: Q3 2015 in Review

132 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Braemar Hotels & Resorts (BHR) for Q3 2015, worth a combined $330M — up 8.5% from $304M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BHR positions and 16 closed out — a net gain of 12 holders — while 85 added to existing stakes and 16 trimmed.

The largest buyer was Sessa Capital, adding an estimated $15.1M. The largest seller was Fidelity Investments, cutting an estimated $16.2M.

  • 132 institutional investors held Braemar Hotels & Resorts (BHR) as of Q3 2015, up from 121 in Q2 2015.
  • Funds reported $330M of Braemar Hotels & Resorts stock for Q3 2015, up 8.5% quarter-over-quarter.
  • 28 funds opened new Braemar Hotels & Resorts positions in Q3 2015 and 16 closed out, a net change of +12 holders.
  • The largest Braemar Hotels & Resorts buyer in Q3 2015 was Sessa Capital, an estimated $15.1M added.
  • The largest Braemar Hotels & Resorts seller in Q3 2015 was Fidelity Investments, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2015.