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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
S
276
SignatureFD
Georgia
$21.6K -$44.1K -386 -67%
FUBT
277
First United Bank & Trust
Maryland
$18.4K +$18.5K +162 New
BAM
278
Byrne Asset Management
New Jersey
$18.1K +$18.3K +160 New
CMP
279
Coston McIsaac & Partners
Maine
$18K
VWM
280
Venturi Wealth Management
Texas
$15K
AAP
281
Arax Advisory Partners
Colorado
$14.1K
ASN
282
Advisory Services Network
Georgia
$14K +$14.2K +124 New
SWM
283
Spire Wealth Management
Virginia
$14K
WT
284
Whittier Trust
California
$13.8K -$4K -35 -22%
SIC
285
SJS Investment Consulting
Ohio
$12.2K -$229 -2 -2%
QC
286
Quent Capital
New York
$12.1K +$1.6K +14 +15%
LA
287
LM Advisors
California
$11.8K +$11.9K +104 New
RFG
288
REAP Financial Group
Texas
$11.6K +$11.7K +102 New
TWC
289
TD Waterhouse Canada
Ontario, Canada
$11.2K +$11.2K +98 New
BTI
290
Blue Trust Inc
Georgia
$11K +$3.89K +34 +57%
PVH
291
Psagot Value Holdings
Israel
$11K +$10.6K +93 New
SPIA
292
Steward Partners Investment Advisory
New York
$10.4K +$10.5K +92 New
CAL
293
Capital Advisors Ltd
Ohio
$10K
C
294
Covestor
United Kingdom
$10K
Nisa Investment Advisors
295
Nisa Investment Advisors
Missouri
$9.63K -$24K -210 -71%
VAG
296
VisionPoint Advisory Group
Texas
$9.63K +$9.72K +85 New
Allspring Global Investments
297
Allspring Global Investments
North Carolina
$9.2K +$1.83K +16 +25%
SSB
298
Sandy Spring Bank
Maryland
$8.72K -$2.29K -20 -21%
MIFH
299
Migdal Insurance & Financial Holdings
Israel
$8K +$915 +8 +12%
FFA
300
Frazier Financial Advisors
Ohio
$6.68K +$6.74K +59 New

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.