We are live on ! Find out more
CHH icon

Choice Hotels
CHH

240 hedge funds and large institutions have $3.64B invested in Choice Hotels in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 68 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 39

20% more capital invested

Capital invested by funds: $3.03B → $3.64B (+$609M)

7% more funds holding

Funds holding: 225 → 240 (+15)

1.97% more ownership

Funds ownership: 61.21% → 63.18% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 73

67% less call options, than puts

Call options by funds: $2.8M | Put options by funds: $8.57M

Holders
240
Holders Change
+15
Holders Change %
+6.67%
% of All Funds
4.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
60
Increased
68
Reduced
73
Closed
39
Calls
$2.8M
Puts
$8.57M
Net Calls
-$5.77M
Net Calls Change
-$5.83M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$209M
2
Ameriprise
Ameriprise
Minnesota
+$30.2M
3
State Street
State Street
Massachusetts
+$29.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$17M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$45.4M
2
Morgan Stanley
Morgan Stanley
New York
-$41.5M
3
ESCM
Echo Street Capital Management
New York
-$28.4M
4
Victory Capital Management
Victory Capital Management
Texas
-$26.8M
5
BAMCO Inc
BAMCO Inc
New York
-$20.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$104K – – –
FGAM
202
Financial Gravity Asset Management
Texas
$103K – – –
QCG
203
Quadrant Capital Group
Ohio
$101K – – –
CCA
204
Column Capital Advisors
Indiana
$82K +$74.1K +794 New
HFM
205
Harvest Fund Management
China
$77K +$71.5K +766 New
AG
206
Advisor Group
Arizona
$73K -$101K -1,087 -61%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$54K +$1.87K +20 +4%
Bessemer Group
208
Bessemer Group
New Jersey
$52K – – –
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$48K -$47.5K -509 -52%
IA
210
IFP Advisors
Florida
$47K – – –
DekaBank Deutsche Girozentrale
211
DekaBank Deutsche Girozentrale
Germany
$40K -$1.12M -12,017 -97%
GDP
212
Great Diamond Partners
Maine
$40K +$37K +396 New
TRCT
213
Tower Research Capital (TRC)
New York
$39K -$19.2K -206 -36%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$35K -$12.9K -138 -29%
GWS
215
Glassman Wealth Services
Virginia
$30K +$280 +3 +1%
EIP
216
Ellis Investment Partners
Pennsylvania
$27K – – –
SIAS
217
Shine Investment Advisory Services
Colorado
$22K -$6.25K -67 -24%
GRP
218
Global Retirement Partners
California
$22K -$1.49K -16 -7%
DOA
219
D'Orazio & Associates
Virginia
$21K – – –
CFB
220
Cullen/Frost Bankers
Texas
$18K – – –
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
CIA
222
CSat Investment Advisory
Michigan
$14K +$1.49K +16 +14%
Fidelity Investments
223
Fidelity Investments
Massachusetts
$12K +$560 +6 +5%
CFA
224
Carroll Financial Associates
North Carolina
$10K – – –
VAIA
225
Virtus Alternative Investment Advisers
Connecticut
$10K +$9.05K +97 New
7 8
9
10 11

CHH Hedge Fund Activity: Q4 2019 in Review

240 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Choice Hotels (CHH) for Q4 2019, worth a combined $3.64B — up 20% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CHH positions and 39 closed out — a net gain of 21 holders — while 68 added to existing stakes and 73 trimmed.

The largest buyer was BlackRock, adding an estimated $209M. The largest seller was AllianceBernstein, cutting an estimated $45.4M.

  • 240 institutional investors held Choice Hotels (CHH) as of Q4 2019, up from 225 in Q3 2019.
  • Funds reported $3.64B of Choice Hotels stock for Q4 2019, up 20% quarter-over-quarter.
  • 60 funds opened new Choice Hotels positions in Q4 2019 and 39 closed out, a net change of +21 holders.
  • The largest Choice Hotels buyer in Q4 2019 was BlackRock, an estimated $209M added.
  • The largest Choice Hotels seller in Q4 2019 was AllianceBernstein, an estimated $45.4M sold.

Based on aggregated 13F filings for Q4 2019.