We are live on ! Find out more
PEB icon

Pebblebrook Hotel Trust

243 hedge funds and large institutions have $2.27B invested in Pebblebrook Hotel Trust in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 65 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $790K | Put options by funds: $329K

72% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 65

17% more capital invested

Capital invested by funds: $1.95B → $2.27B (+$323M)

16.48% more ownership

Funds ownership: 111.98%128.46% (+16%)

4% less funds holding

Funds holding: 252243 (-9)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
112
Reduced
65
Closed
41
Calls
$790K
Puts
$329K
Net Calls
+$461K
Net Calls Change
+$443K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$22.4M +$21.1M +1,444,992 +968%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$20.9M +$15.3M +1,051,600 +240%
Ameriprise
28
Ameriprise
Minnesota
$20.7M +$4.21M +288,238 +24%
Franklin Resources
29
Franklin Resources
California
$18.6M +$17.1K +1,169 +0.1%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$16.1M +$1.59M +109,252 +11%
CIMLRA
31
CBRE Investment Management Listed Real Assets
Pennsylvania
$15.9M -$4.5M -308,463 -21%
Norges Bank
32
Norges Bank
Norway
$14M -$1.42M -97,428 -9%
Wells Fargo
33
Wells Fargo
California
$13.4M +$961K +65,833 +7%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$13M -$360K -24,658 -3%
Invesco
35
Invesco
Georgia
$11.8M +$3.74M +256,315 +44%
Deutsche Bank
36
Deutsche Bank
Germany
$11.5M +$551K +37,771 +5%
Voloridge Investment Management
37
Voloridge Investment Management
Florida
$11.5M +$4.52M +309,908 +61%
CS
38
Credit Suisse
Switzerland
$11.3M +$208K +14,285 +2%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$10.7M +$1.24M +85,000 +13%
Barclays
40
Barclays
United Kingdom
$10.3M -$123K -8,399 -1%
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$10.2M +$7.88M +539,917 +289%
PCM
42
Peregrine Capital Management
Minnesota
$9.5M +$1.52M +104,028 +18%
JP Morgan Chase
43
JP Morgan Chase
New York
$8.92M -$1.13M -77,276 -11%
UBS AM
44
UBS AM
Illinois
$8.67M +$400K +27,418 +5%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$8.21M +$973K +66,657 +13%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$8.01M +$232K +15,924 +3%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$7.78M +$6.68M +457,539 +473%
SEI Investments
48
SEI Investments
Pennsylvania
$7.43M +$1.47M +100,394 +23%
Nomura Holdings
49
Nomura Holdings
Japan
$6.79M +$4.85M +332,682 +221%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$6.67M -$458K -31,403 -6%

PEB Hedge Fund Activity: Q1 2023 in Review

243 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q1 2023, worth a combined $2.27B — up 17% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PEB and 34 opened new positions — a net loss of 7 holders — while 65 trimmed existing stakes and 112 added.

The largest buyer was BlackRock, adding an estimated $51.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $23.1M.

  • 243 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q1 2023, down from 252 in Q4 2022.
  • Funds reported $2.27B of Pebblebrook Hotel Trust stock for Q1 2023, up 17% quarter-over-quarter.
  • 34 funds opened new Pebblebrook Hotel Trust positions in Q1 2023 and 41 closed out, a net change of -7 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q1 2023 was BlackRock, an estimated $51.4M added.
  • The largest Pebblebrook Hotel Trust seller in Q1 2023 was T. Rowe Price Associates, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2023.