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INN

Summit Hotel Properties

214 hedge funds and large institutions have $682M invested in Summit Hotel Properties in 2024 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $233K

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

17% more capital invested

Capital invested by funds: $582M → $682M (+$99.8M)

6% more funds holding

Funds holding: 201214 (+13)

1.91% more ownership

Funds ownership: 89.79%91.71% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 71

Holders
214
Holders Change
+13
Holders Change %
+6.47%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
68
Reduced
71
Closed
20
Calls
$2.29M
Puts
$233K
Net Calls
+$2.05M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$9.39K
SAM
177
Smartleaf Asset Management
Massachusetts
$9.27K +$2.16K +340 +34%
GI
178
GAMMA Investing
California
$8.38K +$3.22K +506 +71%
EFP
179
EnRich Financial Partners
Wisconsin
$6.91K +$6.41K +1,007 New
VCM
180
Versant Capital Management
Arizona
$6.67K
LC
181
Lindbrook Capital
California
$6.26K -$2.76K -433 -32%
WT
182
Whittier Trust
California
$4.68K
PA
183
Parallel Advisors
California
$3.93K -$6 -1 -0.2%
CMBA
184
C.M. Bidwell & Associates
Hawaii
$3.8K +$3.53K +554 New
LFA
185
LGT Financial Advisors
Texas
$3.53K
QL
186
Quarry LP
New York
$3.09K +$2.87K +451 New
Osaic Holdings
187
Osaic Holdings
Arizona
$3.01K -$2.16K -340 -44%
UB
188
UMB Bank
Missouri
$2.93K +$1.99K +312 +271%
TWD
189
True Wealth Design
Ohio
$2.61K +$2.42K +380 New
SCM
190
Sterling Capital Management
North Carolina
$2.53K +$2.35K +369 New
Bessemer Group
191
Bessemer Group
New Jersey
$2K +$2.04K +320 New
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$1.48K -$878 -138 -39%
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$1.34K -$274 -43 -18%
WSFS
194
Wilmington Savings Fund Society
Delaware
$1.13K +$1.04K +164 New
CPA
195
Capital Performance Advisors
California
$1.11K +$1.03K +162 New
GKIM
196
GW&K Investment Management
Massachusetts
$1K
RIL
197
Rothschild Investment LLC
Illinois
$926 +$605 +95 +238%
AssetMark Inc
198
AssetMark Inc
California
$899 +$834 +131 New
Allspring Global Investments
199
Allspring Global Investments
North Carolina
$884 +$783 +123 +2,050%
BTI
200
Blue Trust Inc
Georgia
$671 +$713 +112 New

INN Hedge Fund Activity: Q3 2024 in Review

214 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Summit Hotel Properties (INN) for Q3 2024, worth a combined $682M — up 17% from $582M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new INN positions and 20 closed out — a net gain of 13 holders — while 68 added to existing stakes and 71 trimmed.

The largest buyer was H/2 Credit Manager, adding an estimated $13.7M. The largest seller was JP Morgan Chase, cutting an estimated $5.05M.

  • 214 institutional investors held Summit Hotel Properties (INN) as of Q3 2024, up from 201 in Q2 2024.
  • Funds reported $682M of Summit Hotel Properties stock for Q3 2024, up 17% quarter-over-quarter.
  • 33 funds opened new Summit Hotel Properties positions in Q3 2024 and 20 closed out, a net change of +13 holders.
  • The largest Summit Hotel Properties buyer in Q3 2024 was H/2 Credit Manager, an estimated $13.7M added.
  • The largest Summit Hotel Properties seller in Q3 2024 was JP Morgan Chase, an estimated $5.05M sold.

Based on aggregated 13F filings for Q3 2024.