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Pebblebrook Hotel Trust
PEB

157 hedge funds and large institutions have $1.87B invested in Pebblebrook Hotel Trust in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $1.58B → $1.87B (+$287M)

5.7% more ownership

Funds ownership: 100.2% → 105.9% (+5.7%)

5% more funds holding

Funds holding: 149 → 157 (+8)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
5.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
55
Reduced
67
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
+$64.9M
2
Cohen & Steers
Cohen & Steers
New York
+$64.7M
3
N
Nuveen
North Carolina
+$21.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$15.9M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$14.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$40.8M
2
HMC
Harvard Management Company
Massachusetts
-$29.6M
3
Deutsche Bank
Deutsche Bank
Germany
-$28M
4
Invesco
Invesco
Georgia
-$26.2M
5
HRES
Heitman Real Estate Securities
Illinois
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
ICOM
26
Investment Counselors of Maryland
Maryland
$21.6M -$6.83K -250 -0%
MNA
27
Manning & Napier Advisors
New York
$21.2M -$515K -18,880 -2%
Deutsche Bank
28
Deutsche Bank
Germany
$20.3M -$28M -1,026,570 -59%
Norges Bank
29
Norges Bank
Norway
$16.9M – – –
Franklin Resources
30
Franklin Resources
California
$16.8M -$22.6K -829 -0.1%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$16.7M +$15.9M +582,000 New
American Century Companies
32
American Century Companies
Missouri
$15.5M +$3.07M +112,500 +26%
Wells Fargo
33
Wells Fargo
California
$15.3M +$831K +30,438 +6%
JP Morgan Chase
34
JP Morgan Chase
New York
$14.5M -$6.94M -254,017 -33%
SONJCPFA
35
State of New Jersey Common Pension Fund A
New Jersey
$13.9M – – –
ACM
36
AEW Capital Management
Massachusetts
$13.5M -$411K -15,052 -3%
William Blair & Company
37
William Blair & Company
Illinois
$13M +$377K +13,817 +3%
PCM
38
Penn Capital Management
Pennsylvania
$10.1M -$170K -6,242 -2%
BG
39
BlackRock Group
United Kingdom
$10.1M -$63.9K -2,340 -0.7%
HRCM
40
Hood River Capital Management
Florida
$9.9M -$698K -25,575 -7%
Geode Capital Management
41
Geode Capital Management
Massachusetts
$9.82M +$266K +9,734 +3%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$8.55M -$142K -5,210 -2%
TCIM
43
TIAA CREF Investment Management
New York
$8.31M -$219K -8,027 -3%
Fuller & Thaler Asset Management
44
Fuller & Thaler Asset Management
California
$8.28M -$153K -5,600 -2%
MCM
45
Montibus Capital Management
Oregon
$7.28M +$271K +9,937 +4%
TA
46
Teachers Advisors
New York
$6.85M +$102K +3,750 +2%
MAA
47
Managed Account Advisors
New Jersey
$6.85M -$1.35M -49,520 -17%
BNP Paribas Asset Management
48
BNP Paribas Asset Management
France
$6.65M -$2.07M -75,648 -25%
Asset Management One
49
Asset Management One
Japan
$6.57M -$360K -13,170 -5%
Bank of America
50
Bank of America
North Carolina
$6.55M +$2.07M +75,642 +50%
1
2
3 4 5

PEB Hedge Fund Activity: Q3 2013 in Review

157 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q3 2013, worth a combined $1.87B — up 18% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PEB positions and 7 closed out — a net gain of 10 holders — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $64.9M. The largest seller was Wellington Management Group, cutting an estimated $40.8M.

  • 157 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q3 2013, up from 149 in Q2 2013.
  • Funds reported $1.87B of Pebblebrook Hotel Trust stock for Q3 2013, up 18% quarter-over-quarter.
  • 17 funds opened new Pebblebrook Hotel Trust positions in Q3 2013 and 7 closed out, a net change of +10 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q3 2013 was Daiwa Securities Group, an estimated $64.9M added.
  • The largest Pebblebrook Hotel Trust seller in Q3 2013 was Wellington Management Group, an estimated $40.8M sold.

Based on aggregated 13F filings for Q3 2013.