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CLDT

Chatham Lodging

168 hedge funds and large institutions have $806M invested in Chatham Lodging in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $2.19M | Put options by funds: $1.25M

18% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 51

6% more capital invested

Capital invested by funds: $762M → $806M (+$43.9M)

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more funds holding

Funds holding: 168168 (0)

3.99% less ownership

Funds ownership: 86.74%82.75% (-4%)

Holders
168
Holders Change
Holders Change %
0%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
60
Reduced
51
Closed
21
Calls
$2.19M
Puts
$1.25M
Net Calls
+$940K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$163M +$7.32M +367,205 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M -$10.4M -520,075 -9%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$68.8M -$1.63M -81,652 -2%
State Street
4
State Street
Massachusetts
$40M +$1.93M +96,767 +5%
Northern Trust
5
Northern Trust
Illinois
$27.2M +$1.18M +59,069 +5%
Invesco
6
Invesco
Georgia
$26M -$916K -45,977 -4%
LSV Asset Management
7
LSV Asset Management
Illinois
$19.3M -$23.9K -1,200 -0.1%
FM
8
Forward Management
California
$16.4M -$60K -3,010 -0.4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$15.5M -$98.1K -4,924 -0.7%
Renaissance Technologies
10
Renaissance Technologies
New York
$14.8M +$2.35M +117,900 +20%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$14.3M +$409K +20,536 +3%
Boston Partners
12
Boston Partners
Massachusetts
$14.1M +$384K +19,274 +3%
Stifel Financial
13
Stifel Financial
Missouri
$11.9M +$505K +25,342 +5%
Charles Schwab
14
Charles Schwab
California
$11.6M +$685K +34,376 +7%
Prudential Financial
15
Prudential Financial
New Jersey
$11.4M +$1.96M +98,250 +22%
Goldman Sachs
16
Goldman Sachs
New York
$11.2M +$6.6M +331,269 +169%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$10.7M +$868K +43,566 +9%
TA
18
Teachers Advisors
New York
$8.24M +$251K +12,585 +3%
KCM
19
Kennedy Capital Management
Missouri
$8.22M +$2.39M +120,013 +45%
Allianz Asset Management
20
Allianz Asset Management
Germany
$8.11M -$1.13M -56,585 -13%
PFC
21
Phocas Financial Corp
California
$7.97M -$62.1K -3,118 -0.8%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$7.66M +$34.8K +1,747 +0.5%
Principal Financial Group
23
Principal Financial Group
Iowa
$7.58M +$115K +5,792 +2%
Bank of America
24
Bank of America
North Carolina
$6.88M -$306K -15,377 -5%
Ameriprise
25
Ameriprise
Minnesota
$6.84M +$1.42M +71,237 +28%

CLDT Hedge Fund Activity: Q2 2018 in Review

168 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Chatham Lodging (CLDT) for Q2 2018, worth a combined $806M — up 5.8% from $762M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CLDT positions and 21 closed out — a net gain of 1 holder — while 60 added to existing stakes and 51 trimmed.

The largest buyer was BlackRock, adding an estimated $7.32M. The largest seller was Jennison Associates, cutting an estimated $26.4M.

  • 168 institutional investors held Chatham Lodging (CLDT) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $806M of Chatham Lodging stock for Q2 2018, up 5.8% quarter-over-quarter.
  • 22 funds opened new Chatham Lodging positions in Q2 2018 and 21 closed out, a net change of +1 holder.
  • The largest Chatham Lodging buyer in Q2 2018 was BlackRock, an estimated $7.32M added.
  • The largest Chatham Lodging seller in Q2 2018 was Jennison Associates, an estimated $26.4M sold.

Based on aggregated 13F filings for Q2 2018.