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Pebblebrook Hotel Trust
PEB

235 hedge funds and large institutions have $2.39B invested in Pebblebrook Hotel Trust in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

674% more call options, than puts

Call options by funds: $4.7M | Put options by funds: $607K

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $2.05B → $2.39B (+$346M)

2% more funds holding

Funds holding: 231 → 235 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.69% less ownership

Funds ownership: 124.98% → 124.28% (-0.69%)

24% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 94

Holders
235
Holders Change
+4
Holders Change %
+1.73%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
71
Reduced
94
Closed
23
Calls
$4.7M
Puts
$607K
Net Calls
+$4.09M
Net Calls Change
+$4.05M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$24.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$15.2M
3
SSA
Schonfeld Strategic Advisors
New York
+$14.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$13.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$11.4M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$46.2M
2
SAM
Silvercrest Asset Management
New York
-$25.9M
3
Ameriprise
Ameriprise
Minnesota
-$11.4M
4
Northern Trust
Northern Trust
Illinois
-$10.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$18.2M +$867K +65,189 +6%
SSA
27
Schonfeld Strategic Advisors
New York
$17.2M +$14.3M +1,078,964 New
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$14.3M +$484K +36,430 +4%
CS
29
Credit Suisse
Switzerland
$13.9M +$430K +32,359 +4%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$13.1M +$298K +22,377 +3%
Barclays
31
Barclays
United Kingdom
$13.1M +$2.57M +193,326 +31%
Invesco
32
Invesco
Georgia
$12.9M -$34.6K -2,603 -0.3%
Alyeska Investment Group
33
Alyeska Investment Group
Illinois
$12.8M +$2.57M +193,361 +32%
BC
34
Brookfield Corp
Ontario, Canada
$11.5M +$9.57M +719,756 New
Ameriprise
35
Ameriprise
Minnesota
$11.4M -$11.4M -859,541 -55%
Wells Fargo
36
Wells Fargo
California
$10.7M -$522K -39,250 -6%
Deutsche Bank
37
Deutsche Bank
Germany
$10.4M -$1.48M -111,012 -15%
UBS AM
38
UBS AM
Illinois
$9.99M +$208K +15,627 +3%
Renaissance Technologies
39
Renaissance Technologies
New York
$9.84M -$2.38M -179,200 -23%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$9.38M -$138K -10,394 -2%
SEI Investments
41
SEI Investments
Pennsylvania
$9.15M -$213K -16,042 -3%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$9.02M -$249K -18,716 -3%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$8.94M +$854K +64,200 +13%
Norges Bank
44
Norges Bank
Norway
$8.8M -$2.35M -176,393 -24%
Fisher Asset Management
45
Fisher Asset Management
Washington
$8.69M -$34.1K -2,564 -0.5%
Nomura Holdings
46
Nomura Holdings
Japan
$8.2M +$2.1M +157,637 +44%
PCM
47
Peregrine Capital Management
Minnesota
$7.49M -$2.06M -154,745 -25%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$7.41M +$517K +38,890 +9%
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$6.72M -$300K -22,589 -5%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$6.6M +$5.49M +413,142 New
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PEB Hedge Fund Activity: Q4 2023 in Review

235 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q4 2023, worth a combined $2.39B — up 17% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PEB positions and 23 closed out — a net gain of 5 holders — while 71 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.1M. The largest seller was Macquarie Group, cutting an estimated $46.2M.

  • 235 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q4 2023, up from 231 in Q3 2023.
  • Funds reported $2.39B of Pebblebrook Hotel Trust stock for Q4 2023, up 17% quarter-over-quarter.
  • 28 funds opened new Pebblebrook Hotel Trust positions in Q4 2023 and 23 closed out, a net change of +5 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q4 2023 was Morgan Stanley, an estimated $24.1M added.
  • The largest Pebblebrook Hotel Trust seller in Q4 2023 was Macquarie Group, an estimated $46.2M sold.

Based on aggregated 13F filings for Q4 2023.