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Choice Hotels

303 hedge funds and large institutions have $3.38B invested in Choice Hotels in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 122 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $372K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

1.14% less ownership

Funds ownership: 58.36%57.22% (-1.1%)

2% less funds holding

Funds holding: 309303 (-6)

5% less capital invested

Capital invested by funds: $3.57B → $3.38B (-$184M)

22% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 122

Holders
303
Holders Change
-6
Holders Change %
-1.94%
% of All Funds
4.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
95
Reduced
122
Closed
38
Calls
$1.81M
Puts
$372K
Net Calls
+$1.44M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$515M -$2.41M -20,138 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$348M -$36.1M -302,125 -9%
Morgan Stanley
3
Morgan Stanley
New York
$331M +$319M +2,668,582 +974%
BlackRock
4
BlackRock
New York
$298M -$8.74M -73,160 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$237M -$4.97M -41,626 -2%
ESCM
6
Echo Street Capital Management
New York
$96M +$20.8M +174,420 +26%
State Street
7
State Street
Massachusetts
$93.5M -$1.51M -12,668 -2%
CAM
8
Congress Asset Management
Massachusetts
$84.8M +$87.2M +729,673 +3,114%
Federated Hermes
9
Federated Hermes
Pennsylvania
$77.5M -$4.88M -40,844 -6%
Brown Advisory
10
Brown Advisory
Maryland
$76.5M -$515K -4,307 -0.6%
BTW
11
Boston Trust Walden
Massachusetts
$74.8M +$623K +5,212 +0.8%
Victory Capital Management
12
Victory Capital Management
Texas
$66M -$4.96M -41,495 -7%
RCG
13
Rock Creek Group
District of Columbia
$62.6M -$61.6M -515,379 -49%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$60.5M -$291K -2,436 -0.5%
Macquarie Group
15
Macquarie Group
Australia
$55.2M +$3.48M +29,150 +6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$44.1M -$17.6M -147,513 -27%
AllianceBernstein
17
AllianceBernstein
Tennessee
$42M +$1.01M +8,478 +2%
FWIA
18
Fort Washington Investment Advisors
Ohio
$41.3M +$75.2K +629 +0.2%
Invesco
19
Invesco
Georgia
$39.3M -$18.5M -154,540 -31%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$35.2M -$190K -1,591 -0.5%
Northern Trust
21
Northern Trust
Illinois
$32.6M -$2.19M -18,335 -6%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$31.5M -$48.6K -407 -0.1%
Charles Schwab
23
Charles Schwab
California
$30.1M -$480K -4,017 -1%
Bank of America
24
Bank of America
North Carolina
$27.7M -$10.1M -84,284 -26%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$24.2M -$31.8M -265,850 -55%

CHH Hedge Fund Activity: Q4 2022 in Review

303 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Choice Hotels (CHH) for Q4 2022, worth a combined $3.38B — down 5.2% from $3.57B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CHH and 36 opened new positions — a net loss of 2 holders — while 122 trimmed existing stakes and 95 added.

The largest buyer was Morgan Stanley, adding an estimated $319M. The largest seller was Rock Creek Group, cutting an estimated $61.6M.

  • 303 institutional investors held Choice Hotels (CHH) as of Q4 2022, down from 309 in Q3 2022.
  • Funds reported $3.38B of Choice Hotels stock for Q4 2022, down 5.2% quarter-over-quarter.
  • 36 funds opened new Choice Hotels positions in Q4 2022 and 38 closed out, a net change of -2 holders.
  • The largest Choice Hotels buyer in Q4 2022 was Morgan Stanley, an estimated $319M added.
  • The largest Choice Hotels seller in Q4 2022 was Rock Creek Group, an estimated $61.6M sold.

Based on aggregated 13F filings for Q4 2022.