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HT

Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest

Delisted

HT was delisted on the 27th of November, 2023.

155 hedge funds and large institutions have $683M invested in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less funds holding

Funds holding: 174155 (-19)

12% less capital invested

Capital invested by funds: $779M → $683M (-$95.8M)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

30% less call options, than puts

Call options by funds: $839K | Put options by funds: $1.19M

47% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 38

Holders
155
Holders Change
-19
Holders Change %
-10.92%
% of All Funds
3.52%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
20
Increased
51
Reduced
62
Closed
38
Calls
$839K
Puts
$1.19M
Net Calls
-$353K
Net Calls Change
-$608K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$5.09M -$69.2K -3,866 -1%
PI
27
Putnam Investments
Massachusetts
$4.42M +$4.54M +253,900 New
Renaissance Technologies
28
Renaissance Technologies
New York
$4.28M +$1.66M +92,900 +61%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$3.79M +$2.76M +153,963 +242%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$3.52M +$1.76M +98,440 +95%
QI
31
QS Investors
New York
$3.5M -$191K -10,688 -5%
TCIM
32
TIAA CREF Investment Management
New York
$3.37M +$1.41M +78,980 +69%
IP
33
InvenTrust Properties
Illinois
$3.28M
OKSA
34
O'Keefe Stevens Advisory
New York
$3.24M +$163K +9,097 +5%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$3.04M +$2.93M +163,514 +1,434%
Citadel Advisors
36
Citadel Advisors
Florida
$3.02M -$1.15M -64,394 -27%
Legal & General Group
37
Legal & General Group
United Kingdom
$3M +$591 +33 +0%
Wells Fargo
38
Wells Fargo
California
$2.84M +$151K +8,455 +5%
AAMU
39
Amundi Asset Management US
Massachusetts
$2.77M +$2.84M +158,937 New
PPA
40
Parametric Portfolio Associates
Washington
$2.6M -$1.58M -88,552 -37%
Bank of America
41
Bank of America
North Carolina
$2.49M -$1.43M -80,085 -36%
GC
42
Guggenheim Capital
Illinois
$2.48M +$1.37M +76,464 +116%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$2.27M +$56.4K +3,152 +2%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$2.2M -$77.5K -4,328 -3%
RA
45
RMR Advisors
Massachusetts
$2.1M
NI
46
Numeric Investors
Massachusetts
$2.09M +$628K +35,100 +41%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.99M +$404K +22,546 +25%
CS
48
Credit Suisse
Switzerland
$1.95M -$405K -22,638 -17%
Allianz Asset Management
49
Allianz Asset Management
Germany
$1.87M -$416K -23,227 -18%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$1.74M +$220K +12,305 +14%

HT Hedge Fund Activity: Q4 2017 in Review

155 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) for Q4 2017, worth a combined $683M — down 12% from $779M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of HT and 20 opened new positions — a net loss of 18 holders — while 62 trimmed existing stakes and 51 added.

The largest buyer was Invesco, adding an estimated $14.5M. The largest seller was Goldman Sachs, cutting an estimated $27.6M.

  • 155 institutional investors held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) as of Q4 2017, down from 174 in Q3 2017.
  • Funds reported $683M of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest stock for Q4 2017, down 12% quarter-over-quarter.
  • 20 funds opened new Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest positions in Q4 2017 and 38 closed out, a net change of -18 holders.
  • The largest Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest buyer in Q4 2017 was Invesco, an estimated $14.5M added.
  • The largest Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest seller in Q4 2017 was Goldman Sachs, an estimated $27.6M sold.

Based on aggregated 13F filings for Q4 2017.