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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
PTC
301
Private Trust Company
Ohio
$6.34K
CA
302
Crewe Advisors
Utah
$6.23K +$6.29K +55 New
Loomis, Sayles & Company
303
Loomis, Sayles & Company
Massachusetts
$6K -$4.8K -42 -45%
Mitsubishi UFJ Asset Management
304
Mitsubishi UFJ Asset Management
Japan
$5.64K
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$5.55K -$2.97K -26 -35%
SS
306
Sunbelt Securities
Texas
$5.43K
PA
307
Parallel Advisors
California
$4.78K -$5.83K -51 -55%
KFI
308
Key Financial Inc
Pennsylvania
$4.64K
FCA
309
FinTrust Capital Advisors
South Carolina
$4.42K +$4.46K +39 New
CA
310
Clearstead Advisors
Ohio
$4.08K -$4.12K -36 -50%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.74K +$2.17K +19 +136%
WTC
312
WhitTier Trust Company
Nevada
$3.62K -$19.7K -172 -84%
ADL
313
Asset Dedication LLC
California
$3K
BGAI
314
Bruce G. Allen Investments
Colorado
$2.61K +$2.63K +23 New
VCM
315
Versant Capital Management
Arizona
$2.49K
PFBT
316
Parkside Financial Bank & Trust
Missouri
$2.38K
FFA
317
Farther Finance Advisors
California
$2.38K -$3.2K -28 -57%
JWA
318
JFS Wealth Advisors
Pennsylvania
$2.27K -$686 -6 -23%
RS
319
Rakuten Securities
Japan
$2.27K +$2.29K +20 New
LTI
320
Laffer Tengler Investments
Tennessee
$2.15K +$2.17K +19 New
PWMG
321
Prestige Wealth Management Group
New Jersey
$1.7K
MRCM
322
M&R Capital Management
New Jersey
$1.7K
GRP
323
Global Retirement Partners
California
$1.6K -$229 -2 -13%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$1.36K
PWA
325
Provenance Wealth Advisors
Florida
$1.36K +$1.37K +12 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.