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Choice Hotels

238 hedge funds and large institutions have $3.44B invested in Choice Hotels in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 74 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $1.39M

23% more capital invested

Capital invested by funds: $2.79B → $3.44B (+$648M)

3% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 40

0.54% less ownership

Funds ownership: 58.74%58.2% (-0.54%)

2% less funds holding

Funds holding: 242238 (-4)

15% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 87

Holders
238
Holders Change
-4
Holders Change %
-1.65%
% of All Funds
4.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
74
Reduced
87
Closed
40
Calls
$2.23M
Puts
$1.39M
Net Calls
+$844K
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$499M -$3.02M -31,085 -0.7%
ACM
2
Atlanta Capital Management
Georgia
$416M -$2.17M -22,361 -0.6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$375M -$15.9M -163,427 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$328M +$5.9M +60,634 +2%
BlackRock
5
BlackRock
New York
$267M -$6.81M -70,009 -3%
Principal Financial Group
6
Principal Financial Group
Iowa
$128M +$64.8M +666,874 +125%
Victory Capital Management
7
Victory Capital Management
Texas
$101M +$9.79M +100,674 +12%
Macquarie Group
8
Macquarie Group
Australia
$91.4M -$699K -7,190 -0.8%
State Street
9
State Street
Massachusetts
$78.6M +$630K +6,484 +0.9%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$75.4M +$4.66M +47,945 +7%
Brown Advisory
11
Brown Advisory
Maryland
$61.9M +$15.9M +163,264 +39%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$60.8M -$432K -4,440 -0.8%
Goldman Sachs
13
Goldman Sachs
New York
$51.4M -$19.7M -202,641 -30%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$41.2M -$4.43M -45,566 -11%
FWIA
15
Fort Washington Investment Advisors
Ohio
$40.9M -$6.66M -68,548 -15%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$38.1M +$2.16M +22,175 +7%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$38.1M +$413K +4,248 +1%
Norges Bank
18
Norges Bank
Norway
$37.9M +$2.07M +21,265 +6%
ESCM
19
Echo Street Capital Management
New York
$37.9M +$6.02M +61,927 +21%
Northern Trust
20
Northern Trust
Illinois
$37.7M +$608K +6,251 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$31.6M -$873K -8,978 -3%
Bank of America
22
Bank of America
North Carolina
$30.7M -$31.9K -328 -0.1%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$29.6M -$174K -1,785 -0.6%
Deutsche Bank
24
Deutsche Bank
Germany
$28M +$94.2K +969 +0.4%
BTW
25
Boston Trust Walden
Massachusetts
$28M +$87.4K +899 +0.3%

CHH Hedge Fund Activity: Q4 2020 in Review

238 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Choice Hotels (CHH) for Q4 2020, worth a combined $3.44B — up 23% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CHH positions and 40 closed out — a net gain of 1 holder — while 74 added to existing stakes and 87 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $64.8M. The largest seller was Invesco, cutting an estimated $21.4M.

  • 238 institutional investors held Choice Hotels (CHH) as of Q4 2020, down from 242 in Q3 2020.
  • Funds reported $3.44B of Choice Hotels stock for Q4 2020, up 23% quarter-over-quarter.
  • 41 funds opened new Choice Hotels positions in Q4 2020 and 40 closed out, a net change of +1 holder.
  • The largest Choice Hotels buyer in Q4 2020 was Principal Financial Group, an estimated $64.8M added.
  • The largest Choice Hotels seller in Q4 2020 was Invesco, an estimated $21.4M sold.

Based on aggregated 13F filings for Q4 2020.