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CLDT

Chatham Lodging

155 hedge funds and large institutions have $272M invested in Chatham Lodging in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 50 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $227M → $272M (+$44.5M)

4% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 50

2.89% less ownership

Funds ownership: 79.06%76.18% (-2.9%)

6% less funds holding

Funds holding: 165155 (-10)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

92% less call options, than puts

Call options by funds: $72K | Put options by funds: $939K

Holders
155
Holders Change
-10
Holders Change %
-6.06%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
48
Reduced
50
Closed
34
Calls
$72K
Puts
$939K
Net Calls
-$867K
Net Calls Change
-$793K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$54.6M -$2.77M -423,312 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$40.1M +$875K +133,455 +3%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$23.1M -$1.17M -178,356 -6%
State Street
4
State Street
Massachusetts
$17.6M -$1.01M -154,400 -6%
Renaissance Technologies
5
Renaissance Technologies
New York
$13.3M -$654K -99,721 -5%
Northern Trust
6
Northern Trust
Illinois
$8.1M -$263K -40,200 -4%
Charles Schwab
7
Charles Schwab
California
$7.9M +$1.58M +241,158 +30%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.83M +$120K +18,352 +2%
FM
9
Forward Management
California
$6.12M +$165K +25,110 +3%
LSV Asset Management
10
LSV Asset Management
Illinois
$5.95M -$26.2K -4,000 -0.5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$5.67M -$9.88K -1,507 -0.2%
JP Morgan Chase
12
JP Morgan Chase
New York
$5.03M -$192K -29,265 -4%
QGA
13
Q Global Advisors
Texas
$4.99M +$4.29M +655,128 New
GC
14
Gratia Capital
California
$4.31M +$3.71M +565,524 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.28M +$162K +24,737 +5%
PPA
16
Parametric Portfolio Associates
Washington
$3.13M +$348K +53,040 +15%
Principal Financial Group
17
Principal Financial Group
Iowa
$2.56M -$97.3K -14,845 -4%
Prudential Financial
18
Prudential Financial
New Jersey
$2.48M -$42K -6,403 -2%
Deutsche Bank
19
Deutsche Bank
Germany
$2.43M -$169K -25,752 -7%
Ameriprise
20
Ameriprise
Minnesota
$2.37M +$453K +69,103 +29%
Bank of America
21
Bank of America
North Carolina
$2.09M -$211K -32,177 -10%
N
22
Nuveen
North Carolina
$1.9M -$154K -23,487 -9%
RIM
23
Rush Island Management
New York
$1.78M +$1.53M +233,915 New
Nomura Holdings
24
Nomura Holdings
Japan
$1.66M +$98.3K +15,000 +7%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.49M +$186K +28,321 +17%

CLDT Hedge Fund Activity: Q3 2020 in Review

155 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Chatham Lodging (CLDT) for Q3 2020, worth a combined $272M — up 20% from $227M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of CLDT and 24 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 48 added.

The largest buyer was Q Global Advisors, opening a new position worth an estimated $4.29M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $4.89M sold.

  • 155 institutional investors held Chatham Lodging (CLDT) as of Q3 2020, down from 165 in Q2 2020.
  • Funds reported $272M of Chatham Lodging stock for Q3 2020, up 20% quarter-over-quarter.
  • 24 funds opened new Chatham Lodging positions in Q3 2020 and 34 closed out, a net change of -10 holders.
  • The largest Chatham Lodging buyer in Q3 2020 was Q Global Advisors, an estimated $4.29M added.
  • The largest Chatham Lodging seller in Q3 2020 was Balyasny Asset Management, an estimated $4.89M sold.

Based on aggregated 13F filings for Q3 2020.