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BHR

Braemar Hotels & Resorts

122 hedge funds and large institutions have $304M invested in Braemar Hotels & Resorts in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

580% more call options, than puts

Call options by funds: $9.88M | Put options by funds: $1.45M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more capital invested

Capital invested by funds: $270M → $304M (+$34M)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding

Funds holding: 122122 (0)

5.98% less ownership

Funds ownership: 82.81%76.83% (-6%)

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

Holders
122
Holders Change
Holders Change %
0%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
19
Increased
34
Reduced
43
Closed
18
Calls
$9.88M
Puts
$1.45M
Net Calls
+$8.43M
Net Calls Change
+$8.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$54.3M -$1.58M -132,244 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$52.5M -$6.75M -565,150 -13%
SC
3
Sessa Capital
New York
$33M
WMSA
4
Weiss Multi-Strategy Advisers
New York
$21.2M -$6.33M -530,250 -26%
GC
5
Gratia Capital
California
$14.9M +$4.41M +369,303 +53%
BIT
6
BlackRock Institutional Trust
California
$14.6M -$463K -38,805 -4%
State Street
7
State Street
Massachusetts
$10.7M +$103K +8,664 +1%
BFA
8
BlackRock Fund Advisors
California
$9.45M -$363K -30,360 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$5.64M +$227K +18,981 +5%
Goldman Sachs
10
Goldman Sachs
New York
$5.58M +$4.21M +352,445 +765%
Northern Trust
11
Northern Trust
Illinois
$4.94M -$757K -63,364 -15%
FAM
12
Fenimore Asset Management
New York
$4.75M
LSV Asset Management
13
LSV Asset Management
Illinois
$4.66M -$111K -9,317 -3%
FP
14
Foundry Partners
Minnesota
$3.43M +$2.92M +244,889 New
FM
15
Forward Management
California
$3.27M +$2.37M +198,465 +561%
Renaissance Technologies
16
Renaissance Technologies
New York
$3.16M -$1.39M -116,150 -34%
Charles Schwab
17
Charles Schwab
California
$3.14M +$650K +54,460 +32%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.82M -$127K -10,639 -5%
Deutsche Bank
19
Deutsche Bank
Germany
$2.63M +$2.19M +183,191 +4,146%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.4M +$167K +13,993 +9%
Ameriprise
21
Ameriprise
Minnesota
$2.39M +$2.04M +171,170 New
PG
22
PEAK6 Group
Illinois
$2.15M +$1.84M +153,783 New
TCIM
23
TIAA CREF Investment Management
New York
$2.06M +$14.3K +1,194 +0.8%
CS
24
Credit Suisse
Switzerland
$1.8M +$1.17M +97,790 +320%
RCM
25
Rutabaga Capital Management
Massachusetts
$1.77M -$3.27M -273,707 -68%

BHR Hedge Fund Activity: Q2 2016 in Review

122 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Braemar Hotels & Resorts (BHR) for Q2 2016, worth a combined $304M — up 13% from $270M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BHR positions and 18 closed out — a net gain of 1 holder — while 34 added to existing stakes and 43 trimmed.

The largest buyer was Gratia Capital, adding an estimated $4.41M. The largest seller was Fidelity Investments, cutting an estimated $6.75M.

  • 122 institutional investors held Braemar Hotels & Resorts (BHR) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $304M of Braemar Hotels & Resorts stock for Q2 2016, up 13% quarter-over-quarter.
  • 19 funds opened new Braemar Hotels & Resorts positions in Q2 2016 and 18 closed out, a net change of +1 holder.
  • The largest Braemar Hotels & Resorts buyer in Q2 2016 was Gratia Capital, an estimated $4.41M added.
  • The largest Braemar Hotels & Resorts seller in Q2 2016 was Fidelity Investments, an estimated $6.75M sold.

Based on aggregated 13F filings for Q2 2016.