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INN

Summit Hotel Properties

220 hedge funds and large institutions have $1.25B invested in Summit Hotel Properties in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 59

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1.13% more ownership

Funds ownership: 102.75%103.87% (+1.1%)

1% more capital invested

Capital invested by funds: $1.24B → $1.25B (+$12.1M)

0% less funds holding

Funds holding: 221220 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $312K

Holders
220
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
4.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
89
Reduced
59
Closed
18
Calls
Puts
$312K
Net Calls
-$312K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$216M -$606K -51,416 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$165M +$1.45M +123,290 +0.9%
State Street
3
State Street
Massachusetts
$65.6M +$5.14M +436,197 +8%
N
4
Nuveen
North Carolina
$56.8M +$4.24M +359,590 +8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$50.4M +$1.17M +99,650 +2%
Macquarie Group
6
Macquarie Group
Australia
$44.5M +$2.53M +214,951 +6%
LSV Asset Management
7
LSV Asset Management
Illinois
$35.2M
WHG
8
Westwood Holdings Group
Texas
$31.3M -$2.38M -201,900 -7%
Jennison Associates
9
Jennison Associates
New York
$28.8M -$1.66M -140,788 -5%
Invesco
10
Invesco
Georgia
$28.7M -$1.47M -124,534 -5%
Northern Trust
11
Northern Trust
Illinois
$27.6M +$544K +46,198 +2%
WA
12
Wasatch Advisors
Utah
$27.1M +$8.61M +730,933 +45%
ClearBridge Investments
13
ClearBridge Investments
New York
$25.2M +$3.99M +338,531 +18%
Victory Capital Management
14
Victory Capital Management
Texas
$24.1M -$3.34M -283,624 -12%
SFM
15
Systematic Financial Management
New Jersey
$21.3M -$590K -50,089 -3%
GKIM
16
GW&K Investment Management
Massachusetts
$21.3M -$319K -27,031 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$20.9M -$5.6M -475,021 -21%
Charles Schwab
18
Charles Schwab
California
$20M +$577K +48,976 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$19.2M +$1.43M +121,565 +8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$18.5M +$60.4K +5,126 +0.3%
Norges Bank
21
Norges Bank
Norway
$17M
DPIM
22
Duff & Phelps Investment Management
Illinois
$12.6M -$3.79M -321,307 -23%
American Century Companies
23
American Century Companies
Missouri
$11.5M +$1.56M +132,291 +15%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$10.7M +$4.29M +364,376 +64%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.67M -$136K -11,516 -1%

INN Hedge Fund Activity: Q2 2019 in Review

220 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Summit Hotel Properties (INN) for Q2 2019, worth a combined $1.25B — up 0.97% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new INN positions and 18 closed out — a net gain of 2 holders — while 89 added to existing stakes and 59 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $8.61M. The largest seller was Millennium Management, cutting an estimated $6.38M.

  • 220 institutional investors held Summit Hotel Properties (INN) as of Q2 2019, down from 221 in Q1 2019.
  • Funds reported $1.25B of Summit Hotel Properties stock for Q2 2019, up 0.97% quarter-over-quarter.
  • 20 funds opened new Summit Hotel Properties positions in Q2 2019 and 18 closed out, a net change of +2 holders.
  • The largest Summit Hotel Properties buyer in Q2 2019 was Wasatch Advisors, an estimated $8.61M added.
  • The largest Summit Hotel Properties seller in Q2 2019 was Millennium Management, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2019.