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INN

Summit Hotel Properties

185 hedge funds and large institutions have $933M invested in Summit Hotel Properties in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 86 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 58

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.78% less ownership

Funds ownership: 94.13%92.35% (-1.8%)

6% less funds holding

Funds holding: 197185 (-12)

12% less capital invested

Capital invested by funds: $1.05B → $933M (-$122M)

44% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 25

Holders
185
Holders Change
-12
Holders Change %
-6.09%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
86
Reduced
58
Closed
25
Calls
$118K
Puts
Net Calls
+$118K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$31K
SGAM
177
Smith Group Asset Management
Texas
$25K
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$25K +$5.05K +396 +23%
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$23K +$4.84K +379 +24%
CTC
180
Central Trust Company
Missouri
$21K +$11.8K +921 +106%
PMFA
181
Plante Moran Financial Advisors
Michigan
$14K
QT
182
Quantbot Technologies
New York
$10K +$11.5K +900 New
FNBSF
183
First National Bank Sioux Falls
South Dakota
$6K
JFGIW
184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
Manulife (Manufacturers Life Insurance)
185
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$654 +$24.7K +1,933 +4%
Millennium Management
186
Millennium Management
New York
-$6.33M -486,227 Closed
Fiera Capital (Canada)
187
Fiera Capital (Canada)
Quebec, Canada
-$4.14K -317,900 Closed
Cohen & Steers
188
Cohen & Steers
New York
-$3.61M -277,801 Closed
SAM
189
Shell Asset Management
Netherlands
-$2.37M -182,424 Closed
DCM
190
Decade Capital Management
New York
-$1.86M -142,893 Closed
SM
191
Stratton Management
Pennsylvania
-$1.3M -100,000 Closed
State of Tennessee, Department of Treasury
192
State of Tennessee, Department of Treasury
Tennessee
-$874K -67,200 Closed
D.E. Shaw & Co
193
D.E. Shaw & Co
New York
-$595K -45,721 Closed
IRS
194
Invictus RG (Singapore)
Singapore
-$585K -44,952 Closed
FMA
195
Fiduciary Management Associates
Illinois
-$551K -42,365 Closed
KAM
196
Keeley Asset Management
Illinois
-$418K -32,095 Closed
EMG
197
Ellington Management Group
Connecticut
-$388K -29,794 Closed
MC
198
Miles Capital
Iowa
-$360K -27,686 Closed
DCM
199
Dean Capital Management
Kansas
-$320K -24,611 Closed
FA
200
FDx Advisors
Illinois
-$319K -24,483 Closed

INN Hedge Fund Activity: Q3 2015 in Review

185 of the 3,581 institutional investors tracked by Wall St. Rank reported a position in Summit Hotel Properties (INN) for Q3 2015, worth a combined $933M — down 12% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INN and 14 opened new positions — a net loss of 11 holders — while 58 trimmed existing stakes and 86 added.

The largest buyer was AllianceBernstein, adding an estimated $23M. The largest seller was Comerica Bank, cutting an estimated $29.3M.

  • 185 institutional investors held Summit Hotel Properties (INN) as of Q3 2015, down from 197 in Q2 2015.
  • Funds reported $933M of Summit Hotel Properties stock for Q3 2015, down 12% quarter-over-quarter.
  • 14 funds opened new Summit Hotel Properties positions in Q3 2015 and 25 closed out, a net change of -11 holders.
  • The largest Summit Hotel Properties buyer in Q3 2015 was AllianceBernstein, an estimated $23M added.
  • The largest Summit Hotel Properties seller in Q3 2015 was Comerica Bank, an estimated $29.3M sold.

Based on aggregated 13F filings for Q3 2015.