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Choice Hotels

336 hedge funds and large institutions have $4.04B invested in Choice Hotels in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 85 increasing their positions, 140 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

2.49% more ownership

Funds ownership: 69.16%71.65% (+2.5%)

2% more funds holding

Funds holding: 331336 (+5)

5% less capital invested

Capital invested by funds: $4.27B → $4.04B (-$226M)

20% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $6.05M

39% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 140

Holders
336
Holders Change
+5
Holders Change %
+1.51%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
61
Increased
85
Reduced
140
Closed
49
Calls
$4.83M
Puts
$6.05M
Net Calls
-$1.22M
Net Calls Change
+$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
251
Hantz Financial Services
Michigan
$128K -$8.82M -77,151 -99%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$120K +$3.43K +30 +3%
HA
253
Homestead Advisers
Virginia
$120K
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$113K -$343 -3 -0.3%
KI
255
Kapitalo Investimentos
Brazil
$106K -$367K -3,212 -77%
CAL
256
Capital Analysts LLC
Pennsylvania
$104K
EBA
257
Eagle Bay Advisors
New York
$100K +$52K +455 +106%
LCM
258
Logan Capital Management
Pennsylvania
$90.6K
TCOV
259
Trust Company of Vermont
Vermont
$88.4K
PPC
260
Park Place Capital
Alabama
$86.3K -$26.4K -231 -23%
KBC Group
261
KBC Group
Belgium
$75K +$21.6K +189 +40%
PAS
262
Point72 Asia (Singapore)
Singapore
$60.5K +$61K +534 New
QCG
263
Quadrant Capital Group
Ohio
$53K -$27K -236 -34%
IA
264
IFP Advisors
Florida
$52.7K -$7.09K -62 -12%
PS
265
Principal Securities
Iowa
$47.9K +$48.4K +423 New
WIA
266
Wetzel Investment Advisors
Indiana
$45K +$45.7K +400 New
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$37.4K -$27K -236 -42%
VL
268
Vima LLC
Michigan
$35.6K +$35.9K +314 New
CI Investments Inc
269
CI Investments Inc
Ontario, Canada
$33K -$136K -1,194 -80%
BEI
270
Benjamin Edwards Inc
Missouri
$31K +$1.94K +17 +7%
SWS
271
SYSTM Wealth Solutions
Illinois
$29.6K +$29.8K +261 New
Bessemer Group
272
Bessemer Group
New Jersey
$25K -$60.5K -529 -71%
CFGS
273
Concourse Financial Group Securities
Alabama
$23.9K -$37.8K -331 -61%
NA
274
NewEdge Advisors
Louisiana
$22.8K +$23K +201 New
UB
275
UMB Bank
Missouri
$22.7K -$2.63K -23 -10%

CHH Hedge Fund Activity: Q4 2023 in Review

336 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Choice Hotels (CHH) for Q4 2023, worth a combined $4.04B — down 5.3% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new CHH positions and 49 closed out — a net gain of 12 holders — while 85 added to existing stakes and 140 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $320M. The largest seller was Congress Asset Management, cutting an estimated $96M.

  • 336 institutional investors held Choice Hotels (CHH) as of Q4 2023, up from 331 in Q3 2023.
  • Funds reported $4.04B of Choice Hotels stock for Q4 2023, down 5.3% quarter-over-quarter.
  • 61 funds opened new Choice Hotels positions in Q4 2023 and 49 closed out, a net change of +12 holders.
  • The largest Choice Hotels buyer in Q4 2023 was Morgan Stanley, an estimated $320M added.
  • The largest Choice Hotels seller in Q4 2023 was Congress Asset Management, an estimated $96M sold.

Based on aggregated 13F filings for Q4 2023.