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CLDT

Chatham Lodging

136 hedge funds and large institutions have $708M invested in Chatham Lodging in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 39

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

26% more call options, than puts

Call options by funds: $455K | Put options by funds: $360K

2% more funds holding

Funds holding: 133136 (+3)

2% less capital invested

Capital invested by funds: $722M → $708M (-$13.6M)

4.45% less ownership

Funds ownership: 88.51%84.06% (-4.5%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
61
Reduced
39
Closed
10
Calls
$455K
Puts
$360K
Net Calls
+$95K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$98.4M +$1.68M +78,550 +2%
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$68.1M +$3.58M +167,838 +6%
Jennison Associates
3
Jennison Associates
New York
$64.6M -$216K -10,103 -0.3%
FM
4
Forward Management
California
$42.3M +$1.08M +50,700 +3%
BIT
5
BlackRock Institutional Trust
California
$37.7M +$243K +11,414 +0.7%
ACM
6
AEW Capital Management
Massachusetts
$35M -$424K -19,900 -1%
Boston Partners
7
Boston Partners
Massachusetts
$22.5M +$297K +13,903 +1%
Renaissance Technologies
8
Renaissance Technologies
New York
$21.2M +$2.44M +114,600 +13%
BFA
9
BlackRock Fund Advisors
California
$19.7M +$35.3K +1,656 +0.2%
O
10
OppenheimerFunds
New York
$19M -$13M -607,802 -41%
Northern Trust
11
Northern Trust
Illinois
$14.9M +$312K +14,646 +2%
Bank of America
12
Bank of America
North Carolina
$14.7M +$70.1K +3,285 +0.5%
State Street
13
State Street
Massachusetts
$14.5M -$417K -19,533 -3%
TSW
14
Thompson Siegel & Walmsley
Virginia
$12.5M -$490K -22,971 -4%
JHIU
15
Janus Henderson Investors US
Colorado
$11.9M +$2.33K +109 +0%
BRCA
16
Birch Run Capital Advisors
Texas
$10.4M
Millennium Management
17
Millennium Management
New York
$10.3M +$6.61M +310,047 +196%
LSV Asset Management
18
LSV Asset Management
Illinois
$9.84M -$267K -12,500 -3%
American Century Companies
19
American Century Companies
Missouri
$9.07M -$469 -22 -0%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$8.66M +$450K +21,119 +6%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$8.35M -$213K -10,000 -3%
BG
22
BlackRock Group
United Kingdom
$6.78M -$181K -8,504 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.57M +$129K +6,050 +2%
SEI Investments
24
SEI Investments
Pennsylvania
$5.71M +$91.6K +4,294 +2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$5.69M +$111K +5,220 +2%

CLDT Hedge Fund Activity: Q2 2016 in Review

136 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Chatham Lodging (CLDT) for Q2 2016, worth a combined $708M — down 1.9% from $722M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CLDT positions and 10 closed out — a net gain of 4 holders — while 61 added to existing stakes and 39 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.61M. The largest seller was V3 Capital Management, exiting entirely with an estimated $25.5M sold.

  • 136 institutional investors held Chatham Lodging (CLDT) as of Q2 2016, up from 133 in Q1 2016.
  • Funds reported $708M of Chatham Lodging stock for Q2 2016, down 1.9% quarter-over-quarter.
  • 14 funds opened new Chatham Lodging positions in Q2 2016 and 10 closed out, a net change of +4 holders.
  • The largest Chatham Lodging buyer in Q2 2016 was Millennium Management, an estimated $6.61M added.
  • The largest Chatham Lodging seller in Q2 2016 was V3 Capital Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2016.