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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
UBS AM
51
UBS AM
Illinois
$5.87M +$687K +18,592 +13%
Asset Management One
52
Asset Management One
Japan
$5.46M -$104K -2,812 -2%
WBC
53
Westpac Banking Corp
Australia
$4.97M +$4.94M +133,733 New
MCM
54
Matarin Capital Management
New York
$4.92M +$1.76M +47,572 +56%
TA
55
Teachers Advisors
New York
$4.71M +$21.2K +573 +0.5%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$4.48M +$2.96M +80,100 +198%
Swiss National Bank
57
Swiss National Bank
Switzerland
$4.41M – – –
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$4.16M -$253K -6,843 -6%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$4.08M +$874K +23,654 +27%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$4.08M -$5.98M -161,736 -60%
SO
61
STRS Ohio
Ohio
$4.04M +$95K +2,571 +2%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$4.04M -$63.7K -1,724 -2%
AAMU
63
Amundi Asset Management US
Massachusetts
$3.96M +$1.11M +29,928 +39%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$3.91M +$328K +8,879 +9%
MOACM
65
Mutual of America Capital Management
New York
$3.86M +$26.4K +714 +0.7%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.69M +$332K +8,988 +10%
PPA
67
Parametric Portfolio Associates
Washington
$3.59M +$490K +13,259 +16%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$3.46M -$355K -9,603 -9%
JIM
69
Jupiter Investment Management
United Kingdom
$3.28M +$3.26M +88,259 New
LIM
70
Loudon Investment Management
New Hampshire
$3.05M -$111K -3,010 -4%
First Trust Advisors
71
First Trust Advisors
Illinois
$2.96M +$909K +24,600 +45%
SOAMC
72
Spirit of America Management Corp
New York
$2.94M -$99.8K -2,700 -3%
CEP
73
Chicago Equity Partners
Illinois
$2.84M +$2.82M +76,376 New
Aberdeen Group
74
Aberdeen Group
United Kingdom
$2.83M +$2.81M +76,027 New
IA
75
IndexIQ Advisors
New York
$2.8M -$283K -7,660 -9%
1 2
3
4 5

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.