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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.

139 hedge funds and large institutions have $265M invested in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more capital invested

Capital invested by funds: $139M → $265M (+$126M)

13% more call options, than puts

Call options by funds: $6.04M | Put options by funds: $5.36M

13% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 32

1% more funds holding

Funds holding: 137139 (+2)

9% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 43

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
36
Reduced
32
Closed
43
Calls
$6.04M
Puts
$5.36M
Net Calls
+$678K
Net Calls Change
+$707K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
126
Russell Investments Group
United Kingdom
$6.52K -$195K -25,437 -97%
WT
127
Whittier Trust
California
$6.39K
Simplex Trading
128
Simplex Trading
Illinois
$5K +$4.61K +601 New
LC
129
Lindbrook Capital
California
$4.24K +$3.29K +430 New
VCM
130
Versant Capital Management
Arizona
$3.85K
QCG
131
Quadrant Capital Group
Ohio
$3.38K +$2.63K +343 New
LF
132
Lee Financial
Texas
$2.93K
PA
133
Parallel Advisors
California
$2.07K +$1.2K +156 +294%
GRP
134
Global Retirement Partners
California
$1.68K
GWM
135
Geneos Wealth Management
Colorado
$1.23K
S
136
SignatureFD
Georgia
$306 +$238 +31 New
FMII
137
Farmers & Merchants Investments Inc
Nebraska
$217
Toronto Dominion Bank
138
Toronto Dominion Bank
Ontario, Canada
$187
CA
139
Clearstead Advisors
Ohio
$80 +$31 +4 +100%
LSV Asset Management
140
LSV Asset Management
Illinois
-$4.31M -706,979 Closed
Jacobs Levy Equity Management
141
Jacobs Levy Equity Management
New Jersey
-$3.87M -634,954 Closed
PVM
142
Palogic Value Management
Texas
-$2.43M -399,666 Closed
Fuller & Thaler Asset Management
143
Fuller & Thaler Asset Management
California
-$2.19M -359,135 Closed
OKSA
144
O'Keefe Stevens Advisory
New York
-$1.97M -323,662 Closed
BC
145
Brookfield Corp
Ontario, Canada
-$1.9M -312,690 Closed
CM
146
CastleKnight Management
New York
-$1.32M -217,294 Closed
PAM
147
Panagora Asset Management
Massachusetts
-$1.12M -184,187 Closed
IMPI
148
Ilmarinen Mutual Pension Insurance
Finland
-$1.1M -181,000 Closed
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
-$1.08M -177,886 Closed
Fisher Asset Management
150
Fisher Asset Management
Washington
-$1.01M -166,051 Closed

HT Hedge Fund Activity: Q3 2023 in Review

139 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) for Q3 2023, worth a combined $265M — up 91% from $139M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HT positions and 43 closed out — a net gain of 4 holders — while 36 added to existing stakes and 32 trimmed.

The largest buyer was Beryl Capital Management, opening a new position worth an estimated $18.7M. The largest seller was BlackRock, cutting an estimated $9.83M.

  • 139 institutional investors held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) as of Q3 2023, up from 137 in Q2 2023.
  • Funds reported $265M of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest stock for Q3 2023, up 91% quarter-over-quarter.
  • 47 funds opened new Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest positions in Q3 2023 and 43 closed out, a net change of +4 holders.
  • The largest Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest buyer in Q3 2023 was Beryl Capital Management, an estimated $18.7M added.
  • The largest Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest seller in Q3 2023 was BlackRock, an estimated $9.83M sold.

Based on aggregated 13F filings for Q3 2023.