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BHR

Braemar Hotels & Resorts

134 hedge funds and large institutions have $195M invested in Braemar Hotels & Resorts in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

12% more funds holding

Funds holding: 120134 (+14)

1% more capital invested

Capital invested by funds: $193M → $195M (+$1.97M)

2% less call options, than puts

Call options by funds: $746K | Put options by funds: $758K

7.5% less ownership

Funds ownership: 66.76%59.26% (-7.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
134
Holders Change
+14
Holders Change %
+11.67%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
44
Reduced
30
Closed
13
Calls
$746K
Puts
$758K
Net Calls
-$12K
Net Calls Change
+$442K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$54.8M +$481K +97,871 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.3M -$396K -80,608 -3%
DKCM
3
Davidson Kempner Capital Management
New York
$11.7M
KSCM
4
King Street Capital Management
New York
$8.93M
LGP
5
Leonard Green & Partners
California
$6.12M
JRCM
6
Jones Road Capital Management
New York
$5.89M
PL
7
Parkwood LLC
Ohio
$5.59M
UBS Group
8
UBS Group
Switzerland
$5.17M +$249K +50,742 +5%
RC
9
Ronit Capital
United Kingdom
$4.71M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.53M +$632K +128,685 +17%
KCM
11
Knighthead Capital Management
New York
$3.95M
RA
12
Royce & Associates
New York
$3.95M -$94.3K -19,200 -2%
State Street
13
State Street
Massachusetts
$3.86M +$326K +66,334 +10%
Two Sigma Investments
14
Two Sigma Investments
New York
$3.1M -$1.6M -326,492 -35%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$3.1M -$486K -99,000 -14%
Charles Schwab
16
Charles Schwab
California
$2.83M +$146K +29,773 +6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.76M +$72K +14,651 +3%
Northern Trust
18
Northern Trust
Illinois
$2.76M +$186K +37,898 +8%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$2.51M +$2.42M +491,770 New
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$1.92M
BA
21
Bard Associates
Illinois
$1.72M +$1.72K +350 +0.1%
CCM
22
Campbell Capital Management
Florida
$1.62M -$149K -30,400 -9%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$1.61M -$405K -82,394 -21%
IIM
24
Ironwood Investment Management
Massachusetts
$1.59M -$39.3K -8,000 -3%
IECM
25
Intrinsic Edge Capital Management
Illinois
$1.53M +$1.47M +300,000 New

BHR Hedge Fund Activity: Q4 2021 in Review

134 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Braemar Hotels & Resorts (BHR) for Q4 2021, worth a combined $195M — up 1% from $193M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BHR positions and 13 closed out — a net gain of 15 holders — while 44 added to existing stakes and 30 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $2.42M. The largest seller was Millennium Management, exiting entirely with an estimated $5.53M sold.

  • 134 institutional investors held Braemar Hotels & Resorts (BHR) as of Q4 2021, up from 120 in Q3 2021.
  • Funds reported $195M of Braemar Hotels & Resorts stock for Q4 2021, up 1% quarter-over-quarter.
  • 28 funds opened new Braemar Hotels & Resorts positions in Q4 2021 and 13 closed out, a net change of +15 holders.
  • The largest Braemar Hotels & Resorts buyer in Q4 2021 was Hotchkis & Wiley Capital Management, an estimated $2.42M added.
  • The largest Braemar Hotels & Resorts seller in Q4 2021 was Millennium Management, an estimated $5.53M sold.

Based on aggregated 13F filings for Q4 2021.