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CLDT

Chatham Lodging
CLDT

162 hedge funds and large institutions have $452M invested in Chatham Lodging in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $89K | Put options by funds: $31K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $407M → $452M (+$44.7M)

4% more funds holding

Funds holding: 156 → 162 (+6)

2.84% more ownership

Funds ownership: 86.77% → 89.61% (+2.8%)

2% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 55

Holders
162
Holders Change
+6
Holders Change %
+3.85%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
56
Reduced
55
Closed
11
Calls
$89K
Puts
$31K
Net Calls
+$58K
Net Calls Change
+$847K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.64M
2
Invesco
Invesco
Georgia
+$3.94M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.49M
4
Man Group
Man Group
United Kingdom
+$1.69M
5
DSC
Donald Smith & Co
New York
+$1.19M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.09M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$1.46M
3
Millennium Management
Millennium Management
New York
-$1.44M
4
Goldman Sachs
Goldman Sachs
New York
-$817K
5
N
Nuveen
North Carolina
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$98M +$519K +51,961 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$61.8M -$180K -17,983 -0.3%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$33.7M -$1.46M -146,279 -4%
State Street
4
State Street
Massachusetts
$26.7M +$539K +53,926 +2%
DKCM
5
Davidson Kempner Capital Management
New York
$24.7M – – –
Goldman Sachs
6
Goldman Sachs
New York
$19.6M -$817K -81,767 -4%
DSC
7
Donald Smith & Co
New York
$19.3M +$1.19M +118,637 +7%
Morgan Stanley
8
Morgan Stanley
New York
$13.5M +$6.64M +665,190 +111%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$12.6M +$577K +57,772 +5%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$11.2M -$235K -23,547 -2%
Renaissance Technologies
11
Renaissance Technologies
New York
$10.1M +$233K +23,300 +3%
Charles Schwab
12
Charles Schwab
California
$8.33M +$569K +56,937 +8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$7.48M +$79.4K +7,949 +1%
Invesco
14
Invesco
Georgia
$6.58M +$3.94M +393,927 +179%
Northern Trust
15
Northern Trust
Illinois
$6.11M -$530K -53,078 -9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.67M +$862K +86,316 +20%
N
17
Nuveen
North Carolina
$5.2M -$616K -61,706 -11%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$4.79M +$3.49M +349,780 +359%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$3.62M -$542K -54,300 -14%
Macquarie Group
20
Macquarie Group
Australia
$3.57M – – –
Bank of America
21
Bank of America
North Carolina
$3.49M -$205K -20,550 -6%
Ameriprise
22
Ameriprise
Minnesota
$2.9M +$61.8K +6,186 +2%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.73M -$86.3K -8,644 -3%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$2.67M +$793K +79,397 +47%
ECM
25
Engine Capital Management
New York
$2.55M – – –
1
2 3 4 5

CLDT Hedge Fund Activity: Q4 2023 in Review

162 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Chatham Lodging (CLDT) for Q4 2023, worth a combined $452M — up 11% from $407M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CLDT positions and 11 closed out — a net gain of 8 holders — while 56 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.64M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $2.09M sold.

  • 162 institutional investors held Chatham Lodging (CLDT) as of Q4 2023, up from 156 in Q3 2023.
  • Funds reported $452M of Chatham Lodging stock for Q4 2023, up 11% quarter-over-quarter.
  • 19 funds opened new Chatham Lodging positions in Q4 2023 and 11 closed out, a net change of +8 holders.
  • The largest Chatham Lodging buyer in Q4 2023 was Morgan Stanley, an estimated $6.64M added.
  • The largest Chatham Lodging seller in Q4 2023 was Balyasny Asset Management, an estimated $2.09M sold.

Based on aggregated 13F filings for Q4 2023.