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Pebblebrook Hotel Trust
PEB

219 hedge funds and large institutions have $3.15B invested in Pebblebrook Hotel Trust in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 75 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 22

13% more funds holding

Funds holding: 193 → 219 (+26)

2% more capital invested

Capital invested by funds: $3.08B → $3.15B (+$67.1M)

1% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 74

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.04% less ownership

Funds ownership: 123.81% → 122.77% (-1%)

Holders
219
Holders Change
+26
Holders Change %
+13.47%
% of All Funds
4.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
48
Increased
75
Reduced
74
Closed
22
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
+$112K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$28.9M
2
HRES
Heitman Real Estate Securities
Illinois
+$22.5M
3
Deutsche Bank
Deutsche Bank
Germany
+$16.4M
4
Cohen & Steers
Cohen & Steers
New York
+$16.2M
5
JP Morgan Chase
JP Morgan Chase
New York
+$15.2M

Top Sellers

1
Invesco
Invesco
Georgia
-$33.8M
2
PI
PGGM Investments
Netherlands
-$24.2M
3
Morgan Stanley
Morgan Stanley
New York
-$14M
4
BlackRock
BlackRock
New York
-$13.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
26
GW&K Investment Management
Massachusetts
$27.6M -$5.17M -139,809 -16%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$25.7M +$440K +11,894 +2%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$25M +$1.98M +53,450 +9%
Axa
29
Axa
France
$24.7M -$1.64M -44,328 -6%
Norges Bank
30
Norges Bank
Norway
$22.8M +$1.74M +47,190 +8%
SCRM
31
Security Capital Research & Management
Illinois
$22.5M -$1.41M -38,135 -6%
ICOM
32
Investment Counselors of Maryland
Maryland
$22.2M +$55.3K +1,496 +0.3%
William Blair Investment Management
33
William Blair Investment Management
Illinois
$20.4M -$2.57M -69,599 -11%
Public Employees Retirement Association of Colorado
34
Public Employees Retirement Association of Colorado
Colorado
$15.5M – – –
Morgan Stanley
35
Morgan Stanley
New York
$14.8M -$14M -379,020 -49%
Ameriprise
36
Ameriprise
Minnesota
$14.7M -$5.2M -140,696 -26%
Wells Fargo
37
Wells Fargo
California
$14.6M +$541K +14,627 +4%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$13.7M -$1.09M -29,424 -7%
CIP
39
Chartwell Investment Partners
Pennsylvania
$13.6M -$475K -12,860 -3%
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$12.7M -$739K -20,000 -6%
PFC
41
Phocas Financial Corp
California
$11.6M +$4.88M +132,075 +73%
Fidelity International
42
Fidelity International
Bermuda
$10.8M +$203K +5,504 +2%
PCM
43
Peregrine Capital Management
Minnesota
$8.84M -$678K -18,342 -7%
American Century Companies
44
American Century Companies
Missouri
$7.81M +$7.77M +210,139 New
Legal & General Group
45
Legal & General Group
United Kingdom
$7.58M +$41.5K +1,123 +0.6%
APG Asset Management
46
APG Asset Management
Netherlands
$7.06M +$7.55M +204,300 +862%
AllianceBernstein
47
AllianceBernstein
Tennessee
$6.99M +$1.5M +40,519 +27%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$6.61M +$568K +15,382 +9%
CS
49
Credit Suisse
Switzerland
$6.35M -$1.3M -35,239 -17%
TCIM
50
TIAA CREF Investment Management
New York
$6.26M -$507K -13,732 -8%
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PEB Hedge Fund Activity: Q4 2017 in Review

219 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q4 2017, worth a combined $3.15B — up 2.2% from $3.08B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PEB positions and 22 closed out — a net gain of 26 holders — while 75 added to existing stakes and 74 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.9M. The largest seller was Invesco, cutting an estimated $33.8M.

  • 219 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q4 2017, up from 193 in Q3 2017.
  • Funds reported $3.15B of Pebblebrook Hotel Trust stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 48 funds opened new Pebblebrook Hotel Trust positions in Q4 2017 and 22 closed out, a net change of +26 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q4 2017 was Vanguard Group, an estimated $28.9M added.
  • The largest Pebblebrook Hotel Trust seller in Q4 2017 was Invesco, an estimated $33.8M sold.

Based on aggregated 13F filings for Q4 2017.