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INN

Summit Hotel Properties

210 hedge funds and large institutions have $689M invested in Summit Hotel Properties in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,647% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $141K

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

1.16% more ownership

Funds ownership: 91.71%92.87% (+1.2%)

1% more capital invested

Capital invested by funds: $682M → $689M (+$7.92M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 214210 (-4)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
210
Holders Change
-4
Holders Change %
-1.87%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
79
Reduced
59
Closed
25
Calls
$2.46M
Puts
$141K
Net Calls
+$2.32M
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$140M -$3.71M -565,201 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$106M -$268K -40,845 -0.3%
H2CM
3
H/2 Credit Manager
Connecticut
$61M +$11.4M +1,742,169 +24%
Jennison Associates
4
Jennison Associates
New York
$45.9M +$7.83M +1,191,506 +22%
State Street
5
State Street
Massachusetts
$44.7M +$1.25M +190,778 +3%
N
6
Nuveen
North Carolina
$21.1M +$23K +3,502 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$18.7M -$406K -61,724 -2%
Victory Capital Management
8
Victory Capital Management
Texas
$17.7M +$927K +141,010 +6%
Morgan Stanley
9
Morgan Stanley
New York
$12.6M +$354K +53,927 +3%
Charles Schwab
10
Charles Schwab
California
$10.9M +$164K +24,925 +2%
Goldman Sachs
11
Goldman Sachs
New York
$10.8M -$1.72M -261,186 -14%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$10.3M -$488K -74,192 -5%
Northern Trust
13
Northern Trust
Illinois
$10.1M +$1.83M +277,996 +23%
Deutsche Bank
14
Deutsche Bank
Germany
$8.15M -$2.7M -410,663 -26%
Barclays
15
Barclays
United Kingdom
$7.96M -$205K -31,211 -3%
UBS Group
16
UBS Group
Switzerland
$7.73M +$6.48M +986,136 +694%
SFM
17
Systematic Financial Management
New Jersey
$7.37M +$242K +36,770 +4%
GWI
18
Grace & White Inc
New York
$7.3M -$322K -49,000 -4%
GC
19
Globeflex Capital
California
$6.97M +$645K +98,174 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$6.13M +$648K +98,548 +12%
Bank of America
21
Bank of America
North Carolina
$5.95M -$12.5M -1,906,172 -69%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$5.64M -$235K -35,828 -4%
JP Morgan Chase
23
JP Morgan Chase
New York
$5.53M +$3.22M +489,783 +154%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.51M -$326K -49,661 -6%
UBS AM
25
UBS AM
Illinois
$4.88M +$3.32K +505 +0.1%

INN Hedge Fund Activity: Q4 2024 in Review

210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Summit Hotel Properties (INN) for Q4 2024, worth a combined $689M — up 1.2% from $682M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of INN and 21 opened new positions — a net loss of 4 holders — while 59 trimmed existing stakes and 79 added.

The largest buyer was H/2 Credit Manager, adding an estimated $11.4M. The largest seller was Bank of America, cutting an estimated $12.5M.

  • 210 institutional investors held Summit Hotel Properties (INN) as of Q4 2024, down from 214 in Q3 2024.
  • Funds reported $689M of Summit Hotel Properties stock for Q4 2024, up 1.2% quarter-over-quarter.
  • 21 funds opened new Summit Hotel Properties positions in Q4 2024 and 25 closed out, a net change of -4 holders.
  • The largest Summit Hotel Properties buyer in Q4 2024 was H/2 Credit Manager, an estimated $11.4M added.
  • The largest Summit Hotel Properties seller in Q4 2024 was Bank of America, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2024.