We are live on ! Find out more
PEB icon

Pebblebrook Hotel Trust

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: 149157 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
51
Charles Schwab
California
$6.47M +$248K +9,094 +4%
BIM
52
BlackRock Investment Management
Delaware
$6.14M +$48K +1,758 +0.8%
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.04M -$17.6K -645 -0.3%
WBC
54
Westpac Banking Corp
Australia
$6.02M +$2.14M +78,558 +60%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$6.02M +$1.99M +72,943 +53%
Barclays
56
Barclays
United Kingdom
$5.49M +$2.97M +108,730 +125%
HRES
57
Heitman Real Estate Securities
Illinois
$5.03M -$13.7M -503,000 -74%
RFC
58
Russell Frank Company
Washington
$4.62M -$524K -19,202 -11%
PIP
59
Perennial Investment Partners
Australia
$4.61M +$4.39M +160,710 New
TCM
60
Tygh Capital Management
Oregon
$4.43M +$4.21M +154,344 New
TIAAOA
61
Teachers Insurance & Annuity Association of America
New York
$4.42M
LBIM
62
Land & Buildings Investment Management
Connecticut
$4.36M +$4.15M +151,963 New
NC
63
Northpointe Capital
Michigan
$4.28M +$4.07M +149,201 New
PFC
64
Phocas Financial Corp
California
$4.28M +$4.07M +148,998 New
CS
65
Credit Suisse
Switzerland
$3.9M -$2.02M -74,069 -35%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$3.53M +$3.36M +122,955 New
JHIU
67
Janus Henderson Investors US
Colorado
$3.43M +$1.2K +44 +0%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$3.19M +$636K +23,300 +26%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$3.17M +$92.9K +3,401 +3%
HSS
70
Harrison Street Securities
Illinois
$3.13M +$2.98M +109,200 New
DCM
71
Dupont Capital Management
Delaware
$3.03M -$1.11M -40,480 -28%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$2.91M -$28.3K -1,035 -1%
Legal & General Group
73
Legal & General Group
United Kingdom
$2.73M -$118K -4,324 -4%
UBS AM
74
UBS AM
Illinois
$2.38M -$175K -6,400 -7%
EAM
75
Eagle Asset Management
Florida
$2.29M +$2.18M +79,772 New

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.