INN

Summit Hotel Properties
INN

Overview Fund Activity

249 hedge funds and large institutions have $1.42B invested in Summit Hotel Properties in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+5
Holders Change %
+2.05%
% of All Funds
4.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
93
Reduced
77
Closed
19
Calls
$18K
Puts
$227K
Net Calls
-$209K
Net Calls Change
+$151K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$36.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.68M
3
ClearBridge Investments
ClearBridge Investments
New York
$31.3M
4
LSV Asset Management
LSV Asset Management
Illinois
$42.1M
5
Macquarie Group
Macquarie Group
Australia
$52.4M

Top Sellers

1
DPIM
Duff & Phelps Investment Management
Illinois
$3.1M
2
MPAM
Monarch Partners Asset Management
Massachusetts
$0
3
WA
Wasatch Advisors
Utah
$0
4
Invesco
Invesco
Georgia
$24.6M
5
State Street
State Street
Massachusetts
$68.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAS
226
Shine Investment Advisory Services
Colorado
$7K – – –
VanEck Associates
227
VanEck Associates
New York
$7K +$7K +607 New
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
TFO
229
Tarbox Family Office
California
$4K – – –
ASN
230
Advisory Services Network
Georgia
$4K +$720 +56 +22%
TWA
231
TCI Wealth Advisors
Arizona
$4K +$729 +62 +22%
GI
232
Gradient Investments
Minnesota
$3K -$14 -1 -0.5%
HGWM
233
Harvest Group Wealth Management
Massachusetts
$3K – – –
AF
234
Advisornet Financial
Minnesota
$3K – – –
LWA
235
Lenox Wealth Advisors
New York
$3K – – –
AssetMark Inc
236
AssetMark Inc
California
$3K +$104 +9 +4%
JSC
237
Jackson Square Capital
California
$3K +$3K +260 New
EW
238
Evoke Wealth
California
$2.47K +$2.47K +200 New
S
239
SignatureFD
Georgia
$2K -$164 -12 -8%
MCM
240
MV Capital Management
Maryland
$2K – – –
CAW
241
Cornerstone Advisors (Washington)
Washington
$2K – – –
PFBT
242
Parkside Financial Bank & Trust
Missouri
$2K – – –
SF
243
Synovus Financial
Georgia
$2K +$2K +138 New
CI
244
Cordant Inc
Oregon
$2K +$2K +171 New
SFS
245
Sowell Financial Services
Arkansas
$1K – – –
EI
246
Ellevest Inc
New York
$1K +$1K +68 New
ECM
247
EII Capital Management
New York
$804 – – –
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$765 – – –
MPAM
249
Monarch Partners Asset Management
Massachusetts
– -$9.76M -840,955 Closed
WA
250
Wasatch Advisors
Utah
– -$9.58M -826,082 Closed
7 8 9
10
11