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CLDT

Chatham Lodging

168 hedge funds and large institutions have $1.07B invested in Chatham Lodging in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 82 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $654K | Put options by funds: $271K

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

82% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 45

17% more capital invested

Capital invested by funds: $911M → $1.07B (+$155M)

8% more funds holding

Funds holding: 155168 (+13)

2.08% more ownership

Funds ownership: 92.6%94.68% (+2.1%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
168
Holders Change
+13
Holders Change %
+8.39%
% of All Funds
4.48%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
25
Increased
82
Reduced
45
Closed
12
Calls
$654K
Puts
$271K
Net Calls
+$383K
Net Calls Change
+$282K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$126M +$20.7M +689,696 +19%
Jennison Associates
2
Jennison Associates
New York
$61.8M +$29.8M +992,419 +90%
O
3
OppenheimerFunds
New York
$57.8M +$5.58M +186,094 +10%
FM
4
Forward Management
California
$54.4M +$4.5M +150,000 +9%
ACM
5
AEW Capital Management
Massachusetts
$40.1M +$13.5M +448,800 +49%
BIT
6
BlackRock Institutional Trust
California
$39.3M +$13M +432,623 +48%
CPP
7
Crow Point Partners
Massachusetts
$36.8M +$37.5M +1,250,000 New
Allianz Asset Management
8
Allianz Asset Management
Germany
$31.4M -$1.72M -57,282 -5%
BFA
9
BlackRock Fund Advisors
California
$30.5M +$3.28M +109,390 +12%
Millennium Management
10
Millennium Management
New York
$28.8M +$25M +833,683 +571%
Renaissance Technologies
11
Renaissance Technologies
New York
$26.4M +$5.72M +190,782 +27%
TA
12
Teachers Advisors
New York
$24.4M +$10.8M +361,599 +77%
Boston Partners
13
Boston Partners
Massachusetts
$23.9M -$855K -28,506 -3%
Prudential Financial
14
Prudential Financial
New Jersey
$20M +$9.88M +329,397 +94%
State Street
15
State Street
Massachusetts
$19.1M +$3.57M +119,047 +22%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$18.5M +$9.75M +325,041 +107%
Northern Trust
17
Northern Trust
Illinois
$16.5M +$2.95M +98,498 +21%
MCM
18
Moore Capital Management
New York
$16.2M +$10.5M +350,000 +175%
JHIU
19
Janus Henderson Investors US
Colorado
$15.7M -$3.51K -117 -0%
Citadel Advisors
20
Citadel Advisors
Florida
$15M +$9.16M +305,431 +149%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$14.4M +$49.1K +1,636 +0.3%
GC
22
Guggenheim Capital
Illinois
$14M +$518K +17,275 +4%
BRCA
23
Birch Run Capital Advisors
Texas
$13.4M
TSW
24
Thompson Siegel & Walmsley
Virginia
$13.2M -$201K -6,700 -1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$12.8M +$3.8M +126,814 +41%

CLDT Hedge Fund Activity: Q1 2015 in Review

168 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Chatham Lodging (CLDT) for Q1 2015, worth a combined $1.07B — up 17% from $911M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CLDT positions and 12 closed out — a net gain of 13 holders — while 82 added to existing stakes and 45 trimmed.

The largest buyer was Jennison Associates, adding an estimated $29.8M. The largest seller was V3 Capital Management, exiting entirely with an estimated $42.8M sold.

  • 168 institutional investors held Chatham Lodging (CLDT) as of Q1 2015, up from 155 in Q4 2014.
  • Funds reported $1.07B of Chatham Lodging stock for Q1 2015, up 17% quarter-over-quarter.
  • 25 funds opened new Chatham Lodging positions in Q1 2015 and 12 closed out, a net change of +13 holders.
  • The largest Chatham Lodging buyer in Q1 2015 was Jennison Associates, an estimated $29.8M added.
  • The largest Chatham Lodging seller in Q1 2015 was V3 Capital Management, an estimated $42.8M sold.

Based on aggregated 13F filings for Q1 2015.