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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
Morgan Stanley
1
Morgan Stanley
New York
$677M +$320M +2,799,547 +88%
BAMCO Inc
2
BAMCO Inc
New York
$545M +$20.1M +176,171 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$288M -$24.2M -211,815 -8%
BlackRock
4
BlackRock
New York
$270M -$1.79M -15,641 -0.7%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$231M -$14M -122,089 -6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$157M -$47.1M -412,224 -23%
RCG
7
Rock Creek Group
District of Columbia
$118M
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$106M +$63.4M +554,479 +144%
State Street
9
State Street
Massachusetts
$89.7M +$2.1M +18,408 +2%
BTW
10
Boston Trust Walden
Massachusetts
$87.4M -$27.9M -244,014 -24%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$70.4M +$7.11M +62,174 +11%
Two Sigma Investments
12
Two Sigma Investments
New York
$61.2M +$26.4M +230,972 +75%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$57.1M +$28.8M +252,000 +100%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$46.7M +$1.07M +9,404 +2%
Wells Fargo
15
Wells Fargo
California
$46.5M -$4.17M -36,476 -8%
Citadel Advisors
16
Citadel Advisors
Florida
$46M +$25.5M +223,025 +122%
Millennium Management
17
Millennium Management
New York
$45.4M -$18.2M -159,396 -28%
Macquarie Group
18
Macquarie Group
Australia
$45M -$2.91M -25,418 -6%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$41.8M +$11.4M +99,915 +37%
FWIA
20
Fort Washington Investment Advisors
Ohio
$41.5M -$19.8K -173 -0%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$39.6M -$16.6M -145,472 -29%
Invesco
22
Invesco
Georgia
$37.6M +$333K +2,916 +0.9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$35.3M +$2.79M +24,382 +8%
Federated Hermes
24
Federated Hermes
Pennsylvania
$34.3M -$35.3M -308,910 -50%
Alyeska Investment Group
25
Alyeska Investment Group
Illinois
$33.5M +$33.7M +295,242 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.