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CLDT

Chatham Lodging
CLDT

162 hedge funds and large institutions have $452M invested in Chatham Lodging in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $89K | Put options by funds: $31K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $407M → $452M (+$44.7M)

4% more funds holding

Funds holding: 156 → 162 (+6)

2.84% more ownership

Funds ownership: 86.77% → 89.61% (+2.8%)

2% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 55

Holders
162
Holders Change
+6
Holders Change %
+3.85%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
56
Reduced
55
Closed
11
Calls
$89K
Puts
$31K
Net Calls
+$58K
Net Calls Change
+$847K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.64M
2
Invesco
Invesco
Georgia
+$3.94M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.49M
4
Man Group
Man Group
United Kingdom
+$1.69M
5
DSC
Donald Smith & Co
New York
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.09M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$1.46M
3
Millennium Management
Millennium Management
New York
-$1.44M
4
Goldman Sachs
Goldman Sachs
New York
-$817K
5
N
Nuveen
North Carolina
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
151
SignatureFD
Georgia
$3.08K – – –
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.55K +255 +607%
FFA
153
Farther Finance Advisors
California
$2.66K +$2.48K +248 New
AF
154
Allworth Financial
California
$2.39K +$10 +1 +0.5%
GWM
155
Geneos Wealth Management
Colorado
$2.14K – – –
BTI
156
Blue Trust Inc
Georgia
$2K +$380 +38 +26%
SIS
157
Sound Income Strategies
Florida
$1.69K – – –
GI
158
GAMMA Investing
California
$1.43K +$1.36K +136 New
AT
159
Arlington Trust
Alabama
$375 +$350 +35 New
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$343 – – –
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$322 +$300 +30 New
HNB
162
Huntington National Bank
Ohio
$11 – – –
Balyasny Asset Management
163
Balyasny Asset Management
Illinois
– -$2.09M -218,716 Closed
LAM
164
L2 Asset Management
Massachusetts
– -$1.15K -24,026 Closed
HSBC Holdings
165
HSBC Holdings
United Kingdom
– -$177K -18,578 Closed
MYAM
166
Meiji Yasuda Asset Management
Japan
– -$130K -13,542 Closed
Lazard Asset Management
167
Lazard Asset Management
New York
– -$119K -12,460 Closed
SOW
168
State of Wyoming
Wyoming
– -$72.7K -7,593 Closed
QL
169
Quarry LP
New York
– -$18.1K -1,889 Closed
PPC
170
Park Place Capital
Alabama
– -$5.89K -616 Closed
PFBT
171
Parkside Financial Bank & Trust
Missouri
– -$2.44K -255 Closed
PCM
172
Penserra Capital Management
California
– -$2K -220 Closed
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
– -$507 -53 Closed
3 4 5 6
7

CLDT Hedge Fund Activity: Q4 2023 in Review

162 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Chatham Lodging (CLDT) for Q4 2023, worth a combined $452M — up 11% from $407M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CLDT positions and 11 closed out — a net gain of 8 holders — while 56 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.64M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $2.09M sold.

  • 162 institutional investors held Chatham Lodging (CLDT) as of Q4 2023, up from 156 in Q3 2023.
  • Funds reported $452M of Chatham Lodging stock for Q4 2023, up 11% quarter-over-quarter.
  • 19 funds opened new Chatham Lodging positions in Q4 2023 and 11 closed out, a net change of +8 holders.
  • The largest Chatham Lodging buyer in Q4 2023 was Morgan Stanley, an estimated $6.64M added.
  • The largest Chatham Lodging seller in Q4 2023 was Balyasny Asset Management, an estimated $2.09M sold.

Based on aggregated 13F filings for Q4 2023.