We are live on ! Find out more
PEB icon

Pebblebrook Hotel Trust

260 hedge funds and large institutions have $2.35B invested in Pebblebrook Hotel Trust in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 92 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $558K | Put options by funds: $370K

45% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 29

3% more funds holding

Funds holding: 252260 (+8)

1.01% more ownership

Funds ownership: 107.77%108.78% (+1%)

3% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 89

31% less capital invested

Capital invested by funds: $3.4B → $2.35B (-$1.05B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
260
Holders Change
+8
Holders Change %
+3.17%
% of All Funds
4.38%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
92
Reduced
89
Closed
29
Calls
$558K
Puts
$370K
Net Calls
+$188K
Net Calls Change
-$271K
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
226
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K
LC
227
Lindbrook Capital
California
$17K +$994 +45 +5%
EW
228
Evoke Wealth
California
$13K -$6.67K -302 -28%
CFGS
229
Concourse Financial Group Securities
Alabama
$11K +$817 +37 +6%
EI
230
Ellevest Inc
New York
$10K
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$10K +$13.1K +595 New
Fuller & Thaler Asset Management
232
Fuller & Thaler Asset Management
California
$8K -$25.9K -1,174 -72%
FCA
233
FinTrust Capital Advisors
South Carolina
$7K
MIFH
234
Migdal Insurance & Financial Holdings
Israel
$6K -$39.7K -1,797 -84%
MAM
235
Meeder Asset Management
Ohio
$6K -$26.2K -1,188 -76%
IA
236
IFP Advisors
Florida
$6K
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$4K -$4.26K -193 -46%
CIM
238
Contravisory Investment Management
Massachusetts
$4K
MA
239
MCF Advisors
Kentucky
$4K
WTA
240
Washington Trust Advisors
Massachusetts
$4K
HR
241
Howe & Rusling
New York
$4K +$2.47K +112 +73%
APA
242
American Portfolios Advisors
New York
$3.48K
CWC
243
Carolinas Wealth Consulting
North Carolina
$3K
PCG
244
Private Capital Group
Connecticut
$3K
FHA
245
First Horizon Advisors
Tennessee
$2K -$1.61K -73 -39%
SIS
246
Sound Income Strategies
Florida
$2K
PTC
247
Private Trust Company
Ohio
$2K +$2.65K +120 New
CA
248
Crewe Advisors
Utah
$2K +$3.18K +144 New
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$1K -$11.7K -530 -87%
PFS
250
Prospera Financial Services
Texas
$1K -$1.41K -64 -63%

PEB Hedge Fund Activity: Q2 2022 in Review

260 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q2 2022, worth a combined $2.35B — down 31% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PEB positions and 29 closed out — a net gain of 13 holders — while 92 added to existing stakes and 89 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $19.2M. The largest seller was APG Asset Management US, exiting entirely with an estimated $40.8M sold.

  • 260 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q2 2022, up from 252 in Q1 2022.
  • Funds reported $2.35B of Pebblebrook Hotel Trust stock for Q2 2022, down 31% quarter-over-quarter.
  • 42 funds opened new Pebblebrook Hotel Trust positions in Q2 2022 and 29 closed out, a net change of +13 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q2 2022 was Morgan Stanley, an estimated $19.2M added.
  • The largest Pebblebrook Hotel Trust seller in Q2 2022 was APG Asset Management US, an estimated $40.8M sold.

Based on aggregated 13F filings for Q2 2022.