We are live on ! Find out more
PEB icon

Pebblebrook Hotel Trust

288 hedge funds and large institutions have $3.95B invested in Pebblebrook Hotel Trust in 2018 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 137 increasing their positions, 47 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 47

158% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 33

22% more funds holding

Funds holding: 236288 (+52)

19% more capital invested

Capital invested by funds: $3.33B → $3.95B (+$625M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24.35% less ownership

Funds ownership: 132.58%108.23% (-24%)

57% less call options, than puts

Call options by funds: $263K | Put options by funds: $615K

Holders
288
Holders Change
+52
Holders Change %
+22.03%
% of All Funds
6.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
85
Increased
137
Reduced
47
Closed
33
Calls
$263K
Puts
$615K
Net Calls
-$352K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$8K +$6.83K +206 +332%
LC
252
Lindbrook Capital
California
$8K +$9.69K +292 New
GRP
253
Global Retirement Partners
California
$7K
IFAM
254
Institutional & Family Asset Management
Colorado
$7K
LFA
255
Legacy Financial Advisors
Kentucky
$7K +$863 +26 +12%
WAM
256
Wealthspire Advisors (Maryland)
Maryland
$5K +$1.43K +43 +31%
TRCT
257
Tower Research Capital (TRC)
New York
$5K +$6.11K +184 New
AIC
258
Ameritas Investment Company
Nebraska
$5K +$6.37K +192 New
PCG
259
Private Capital Group
Connecticut
$4K -$20.9K -629 -84%
ASN
260
Advisory Services Network
Georgia
$4K -$3.42K -103 -42%
FHA
261
First Horizon Advisors
Tennessee
$4K
HI
262
Hudock Inc
Pennsylvania
$4K +$66 +2 +1%
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$3K -$730 -22 -19%
FCA
264
FinTrust Capital Advisors
South Carolina
$3K
OFW
265
Omnia Family Wealth
Florida
$3K
SFG
266
SevenBridge Financial Group
Pennsylvania
$3K
PFBT
267
Parkside Financial Bank & Trust
Missouri
$3K +$763 +23 +27%
HNB
268
Huntington National Bank
Ohio
$3K +$1.19K +36 +64%
DAM
269
Delta Asset Management
Tennessee
$3K +$3.05K +92 New
AAMU
270
Amundi Asset Management US
Massachusetts
$2.06K -$2.36M -71,151 -49%
JCM
271
Jacobi Capital Management
Pennsylvania
$2K
SWM
272
SeaCrest Wealth Management
New York
$2K
SFA
273
Semmax Financial Advisors
North Carolina
$2K
PCP
274
Proficio Capital Partners
Massachusetts
$2K +$929 +28 +108%
S
275
SignatureFD
Georgia
$2K +$1.26K +38 +106%

PEB Hedge Fund Activity: Q4 2018 in Review

288 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q4 2018, worth a combined $3.95B — up 19% from $3.33B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PEB positions and 33 closed out — a net gain of 52 holders — while 137 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $412M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $28.4M.

  • 288 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q4 2018, up from 236 in Q3 2018.
  • Funds reported $3.95B of Pebblebrook Hotel Trust stock for Q4 2018, up 19% quarter-over-quarter.
  • 85 funds opened new Pebblebrook Hotel Trust positions in Q4 2018 and 33 closed out, a net change of +52 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q4 2018 was BlackRock, an estimated $412M added.
  • The largest Pebblebrook Hotel Trust seller in Q4 2018 was Fuller & Thaler Asset Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q4 2018.