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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.

157 hedge funds and large institutions have $686M invested in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

1% more funds holding

Funds holding: 155157 (+2)

0% more capital invested

Capital invested by funds: $683M → $686M (+$2.72M)

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

29% less call options, than puts

Call options by funds: $678K | Put options by funds: $961K

Holders
157
Holders Change
+2
Holders Change %
+1.29%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
26
Increased
49
Reduced
55
Closed
23
Calls
$678K
Puts
$961K
Net Calls
-$283K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
126
AssetMark Inc
California
$128K -$19.7K -1,112 -13%
SG Americas Securities
127
SG Americas Securities
New York
$113K +$112K +6,287 New
Mitsubishi UFJ Asset Management
128
Mitsubishi UFJ Asset Management
Japan
$110K
TCOV
129
Trust Company of Vermont
Vermont
$102K
IA
130
IFP Advisors
Florida
$85K
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$83K +$17.8K +1,000 +27%
CBOA
132
Commonwealth Bank of Australia
Australia
$82K +$81.7K +4,600 New
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$79K +$31.2K +1,758 +66%
Lazard Asset Management
134
Lazard Asset Management
New York
$71K +$71K +4,000 New
AIP
135
Ameritas Investment Partners
Nebraska
$58K
PCM
136
Prelude Capital Management
New York
$50K +$49.7K +2,800 New
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$49K
HFM
138
Harvest Fund Management
China
$48K
ASN
139
Advisory Services Network
Georgia
$47K
FGC
140
Financial Gravity Companies
Texas
$39K +$1.01K +57 +3%
FGAM
141
Financial Gravity Asset Management
Texas
$39K +$36.3K +2,042 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$35K +$8.13K +458 +31%
LIA
143
LS Investment Advisors
Michigan
$21K
AG
144
Advisor Group
Arizona
$19K -$21.3K -1,200 -53%
SWA
145
Sutton Wealth Advisors
Florida
$17.5K +$17.4K +977 New
GWM
146
Geneos Wealth Management
Colorado
$16K
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$15K
CG
148
Cutler Group
California
$11K -$12.4K -700 -53%
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$4K
WAM
150
Wealthspire Advisors (Maryland)
Maryland
$4K +$107 +6 +3%

HT Hedge Fund Activity: Q1 2018 in Review

157 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) for Q1 2018, worth a combined $686M — up 0.4% from $683M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new HT positions and 23 closed out — a net gain of 3 holders — while 49 added to existing stakes and 55 trimmed.

The largest buyer was 1060 Capital, opening a new position worth an estimated $18.8M. The largest seller was Millennium Management, exiting entirely with an estimated $11.7M sold.

  • 157 institutional investors held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) as of Q1 2018, up from 155 in Q4 2017.
  • Funds reported $686M of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest stock for Q1 2018, up 0.4% quarter-over-quarter.
  • 26 funds opened new Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest positions in Q1 2018 and 23 closed out, a net change of +3 holders.
  • The largest Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest buyer in Q1 2018 was 1060 Capital, an estimated $18.8M added.
  • The largest Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest seller in Q1 2018 was Millennium Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2018.