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INN

Summit Hotel Properties

220 hedge funds and large institutions have $542M invested in Summit Hotel Properties in 2025 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,560% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $20K

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

5% more funds holding

Funds holding: 210220 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.64% less ownership

Funds ownership: 92.87%91.23% (-1.6%)

19% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 81

21% less capital invested

Capital invested by funds: $689M → $542M (-$148M)

Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
2.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
66
Reduced
81
Closed
19
Calls
$1.13M
Puts
$20K
Net Calls
+$1.11M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$109M -$2.81M -442,883 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$83M -$866K -136,359 -0.9%
H2CM
3
H/2 Credit Manager
Connecticut
$48.2M
Jennison Associates
4
Jennison Associates
New York
$37M +$884K +139,174 +2%
State Street
5
State Street
Massachusetts
$34.6M -$772K -121,539 -2%
N
6
Nuveen
North Carolina
$16.6M -$48K -7,550 -0.2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$15.3M +$636K +100,056 +4%
Victory Capital Management
8
Victory Capital Management
Texas
$13.5M -$483K -76,012 -3%
Charles Schwab
9
Charles Schwab
California
$10M +$1.64M +257,720 +16%
Morgan Stanley
10
Morgan Stanley
New York
$9.85M -$75.4K -11,869 -0.6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$8.11M +$8.3K +1,307 +0.1%
Northern Trust
12
Northern Trust
Illinois
$7.62M -$393K -61,891 -4%
UBS Group
13
UBS Group
Switzerland
$6.46M +$417K +65,624 +6%
GWI
14
Grace & White Inc
New York
$6.44M +$795K +125,100 +12%
SFM
15
Systematic Financial Management
New Jersey
$5.83M +$12.2K +1,920 +0.2%
GC
16
Globeflex Capital
California
$5.51M
Deutsche Bank
17
Deutsche Bank
Germany
$4.93M -$1.77M -277,989 -23%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.63M -$255K -40,082 -4%
Goldman Sachs
19
Goldman Sachs
New York
$4.6M -$4.62M -726,649 -46%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$4.28M -$210K -33,045 -4%
Invesco
21
Invesco
Georgia
$4.24M +$2.14M +336,150 +75%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.24M -$130K -20,523 -3%
UBS AM
23
UBS AM
Illinois
$3.91M +$62.8K +9,879 +1%
Legal & General Group
24
Legal & General Group
United Kingdom
$3.72M +$24.6K +3,866 +0.6%
LIP
25
Lighthouse Investment Partners
Florida
$3.35M -$95.3K -15,000 -2%

INN Hedge Fund Activity: Q1 2025 in Review

220 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Summit Hotel Properties (INN) for Q1 2025, worth a combined $542M — down 21% from $689M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new INN positions and 19 closed out — a net gain of 10 holders — while 66 added to existing stakes and 81 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $2.74M. The largest seller was Barclays, cutting an estimated $4.67M.

  • 220 institutional investors held Summit Hotel Properties (INN) as of Q1 2025, up from 210 in Q4 2024.
  • Funds reported $542M of Summit Hotel Properties stock for Q1 2025, down 21% quarter-over-quarter.
  • 29 funds opened new Summit Hotel Properties positions in Q1 2025 and 19 closed out, a net change of +10 holders.
  • The largest Summit Hotel Properties buyer in Q1 2025 was Man Group, an estimated $2.74M added.
  • The largest Summit Hotel Properties seller in Q1 2025 was Barclays, an estimated $4.67M sold.

Based on aggregated 13F filings for Q1 2025.