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CLDT

Chatham Lodging

154 hedge funds and large institutions have $526M invested in Chatham Lodging in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

549% more call options, than puts

Call options by funds: $3.17M | Put options by funds: $488K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $409M → $526M (+$117M)

4.4% more ownership

Funds ownership: 80.72%85.12% (+4.4%)

3% less funds holding

Funds holding: 159154 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

41% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 66

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
16
Increased
39
Reduced
66
Closed
19
Calls
$3.17M
Puts
$488K
Net Calls
+$2.68M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$106M +$7.51M +590,706 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$71.6M +$362K +28,484 +0.5%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$45.3M +$6.4M +503,833 +17%
DKCM
4
Davidson Kempner Capital Management
New York
$30.3M +$18M +1,418,259 +160%
State Street
5
State Street
Massachusetts
$28.3M -$2.57M -201,958 -9%
Renaissance Technologies
6
Renaissance Technologies
New York
$17.6M -$2.54M -199,900 -13%
Charles Schwab
7
Charles Schwab
California
$13.9M +$718K +56,449 +6%
JP Morgan Chase
8
JP Morgan Chase
New York
$13.2M +$5.27M +414,357 +70%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.8M +$803K +63,186 +7%
FM
10
Forward Management
California
$10.5M -$4.32K -340 -0%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$9.48M -$28K -2,199 -0.3%
LSV Asset Management
12
LSV Asset Management
Illinois
$9.14M -$1.15M -90,265 -12%
QGA
13
Q Global Advisors
Texas
$8.61M -$824K -64,850 -9%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$8.44M -$1.36M -106,601 -14%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$8.06M +$7.53M +592,303 +2,917%
RA
16
Royce & Associates
New York
$7.63M +$7.37M +579,768 New
Northern Trust
17
Northern Trust
Illinois
$7.59M -$5.43M -426,871 -43%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$7.38M +$390K +30,666 +6%
PPA
19
Parametric Portfolio Associates
Washington
$4.95M -$260K -20,490 -5%
Bank of America
20
Bank of America
North Carolina
$4.75M +$1.17M +91,857 +34%
GC
21
Gratia Capital
California
$4.43M -$2M -157,708 -32%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.25M +$38 +3 +0%
Goldman Sachs
23
Goldman Sachs
New York
$4.04M +$2M +157,538 +105%
Ameriprise
24
Ameriprise
Minnesota
$4.03M +$88.2K +6,942 +2%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$3.66M +$737K +57,973 +26%

CLDT Hedge Fund Activity: Q1 2021 in Review

154 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Chatham Lodging (CLDT) for Q1 2021, worth a combined $526M — up 29% from $409M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CLDT and 16 opened new positions — a net loss of 3 holders — while 66 trimmed existing stakes and 39 added.

The largest buyer was Davidson Kempner Capital Management, adding an estimated $18M. The largest seller was Northern Trust, cutting an estimated $5.43M.

  • 154 institutional investors held Chatham Lodging (CLDT) as of Q1 2021, down from 159 in Q4 2020.
  • Funds reported $526M of Chatham Lodging stock for Q1 2021, up 29% quarter-over-quarter.
  • 16 funds opened new Chatham Lodging positions in Q1 2021 and 19 closed out, a net change of -3 holders.
  • The largest Chatham Lodging buyer in Q1 2021 was Davidson Kempner Capital Management, an estimated $18M added.
  • The largest Chatham Lodging seller in Q1 2021 was Northern Trust, an estimated $5.43M sold.

Based on aggregated 13F filings for Q1 2021.