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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.

150 hedge funds and large institutions have $208M invested in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $150M → $208M (+$57.7M)

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more funds holding

Funds holding: 149150 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less call options, than puts

Call options by funds: $1.48M | Put options by funds: $1.49M

34% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 64

Holders
150
Holders Change
+1
Holders Change %
+0.67%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
42
Reduced
64
Closed
16
Calls
$1.48M
Puts
$1.49M
Net Calls
-$9K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$44.6M +$1.38M +202,736 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$36.5M +$1.75M +257,146 +6%
State Street
3
State Street
Massachusetts
$12.6M +$459K +67,350 +4%
LSV Asset Management
4
LSV Asset Management
Illinois
$7.44M -$455K -66,817 -7%
Charles Schwab
5
Charles Schwab
California
$6.42M +$333K +48,895 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.99M +$87.4K +12,822 +2%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$5.77M +$4.37M +640,821 +712%
Millennium Management
8
Millennium Management
New York
$4.81M +$1.74M +255,656 +72%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$4.42M -$113K -16,553 -3%
KBC Group
10
KBC Group
Belgium
$4.11M -$202K -29,680 -24%
PPA
11
Parametric Portfolio Associates
Washington
$3.52M -$220K -32,313 -7%
Prudential Financial
12
Prudential Financial
New Jersey
$3.31M -$1.38M -202,886 -33%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.22M -$92.6K -13,586 -3%
Northern Trust
14
Northern Trust
Illinois
$3.21M -$1.86M -272,692 -40%
LCM
15
LDR Capital Management
New York
$3.19M +$2.76M +404,598 New
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$3.17M +$252K +36,989 +10%
OKSA
17
O'Keefe Stevens Advisory
New York
$2.69M -$10.7K -1,575 -0.5%
1C
18
1060 Capital
Colorado
$2.35M -$1.99M -291,862 -49%
Principal Financial Group
19
Principal Financial Group
Iowa
$1.98M -$65.6K -9,628 -4%
REMS
20
Real Estate Management Services
$1.94M -$1.3M -190,200 -44%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$1.94M -$833K -122,193 -33%
IECM
22
Intrinsic Edge Capital Management
Illinois
$1.88M
Wells Fargo
23
Wells Fargo
California
$1.71M +$21.1K +3,096 +1%
FP
24
Foundry Partners
Minnesota
$1.55M +$56.9K +8,350 +4%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.5M +$334K +49,051 +35%

HT Hedge Fund Activity: Q4 2020 in Review

150 of the 5,652 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 2020, worth a combined $208M — up 39% from $150M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HT positions and 16 closed out — a net gain of 2 holders — while 42 added to existing stakes and 64 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $4.37M. The largest seller was Dalton, Greiner, Hartman, Maher & Co, cutting an estimated $5.66M.

  • 150 institutional investors held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) as of Q4 2020, up from 149 in Q3 2020.
  • Funds reported $208M of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest stock for Q4 2020, up 39% quarter-over-quarter.
  • 18 funds opened new Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest positions in Q4 2020 and 16 closed out, a net change of +2 holders.
  • The largest Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest buyer in Q4 2020 was JP Morgan Private Wealth Advisors, an estimated $4.37M added.
  • The largest Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest seller in Q4 2020 was Dalton, Greiner, Hartman, Maher & Co, an estimated $5.66M sold.

Based on aggregated 13F filings for Q4 2020.