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Pebblebrook Hotel Trust
PEB

168 hedge funds and large institutions have $2.29B invested in Pebblebrook Hotel Trust in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $2.1B → $2.29B (+$183M)

2% more funds holding

Funds holding: 164 → 168 (+4)

6% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 64

1.29% less ownership

Funds ownership: 107.31% → 106.02% (-1.3%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
168
Holders Change
+4
Holders Change %
+2.44%
% of All Funds
4.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
68
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$34.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$15.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$9.31M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$6.88M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$30.1M
2
N
Nuveen
North Carolina
-$12.5M
3
MNA
Manning & Napier Advisors
New York
-$8.99M
4
LBIM
Land & Buildings Investment Management
Connecticut
-$6.2M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$5.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$2.37M +$84K +2,611 +4%
SO
77
STRS Ohio
Ohio
$2.26M -$48.2K -1,500 -2%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$2.13M -$369K -11,472 -15%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$2.12M – – –
ProShare Advisors
80
ProShare Advisors
Maryland
$2.1M +$2M +62,105 New
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$2.09M +$16.6K +517 +0.8%
WSA
82
Wall Street Associates
California
$2.08M +$1.98M +61,651 New
RJA
83
Raymond James & Associates
Florida
$2.07M +$54.8K +1,703 +3%
NFA
84
Nationwide Fund Advisors
Ohio
$1.81M +$61.5K +1,912 +4%
BlackRock
85
BlackRock
New York
$1.72M +$107K +3,338 +7%
BA
86
BlackRock Advisors
Delaware
$1.7M +$146K +4,551 +10%
IA
87
IndexIQ Advisors
New York
$1.65M +$292K +9,092 +23%
STC
88
SEI Trust Company
Pennsylvania
$1.54M +$312K +9,708 +27%
ACI
89
AMP Capital Investors
Australia
$1.52M +$80.4K +2,500 +6%
AIG
90
American International Group
New York
$1.48M +$32.3K +1,003 +2%
RA
91
RMR Advisors
Massachusetts
$1.46M – – –
Sumitomo Mitsui Trust Group
92
Sumitomo Mitsui Trust Group
Japan
$1.41M +$91.9K +2,857 +7%
LIM
93
Loudon Investment Management
New Hampshire
$1.39M -$479K -14,900 -27%
BKBG
94
BHF Kleinwort Benson Group
Belgium
$1.38M +$1.47M +45,689 New
SOAMC
95
Spirit of America Management Corp
New York
$1.3M +$914K +28,414 +284%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$1.16M -$71.3K -2,217 -6%
RFC
97
Regions Financial Corp
Alabama
$1.13M -$57.2K -1,778 -5%
PPA
98
Parametric Portfolio Associates
Washington
$1.05M -$92.6K -2,879 -8%
SB
99
Suntrust Banks
Georgia
$1.02M -$33.9K -1,054 -3%
Citigroup
100
Citigroup
New York
$994K -$188K -5,860 -17%
2 3
4
5 6

PEB Hedge Fund Activity: Q1 2014 in Review

168 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q1 2014, worth a combined $2.29B — up 8.7% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PEB positions and 11 closed out — a net gain of 5 holders — while 68 added to existing stakes and 64 trimmed.

The largest buyer was abrdn Investment Management, opening a new position worth an estimated $34.8M. The largest seller was Cohen & Steers, cutting an estimated $30.1M.

  • 168 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q1 2014, up from 164 in Q4 2013.
  • Funds reported $2.29B of Pebblebrook Hotel Trust stock for Q1 2014, up 8.7% quarter-over-quarter.
  • 16 funds opened new Pebblebrook Hotel Trust positions in Q1 2014 and 11 closed out, a net change of +5 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q1 2014 was abrdn Investment Management, an estimated $34.8M added.
  • The largest Pebblebrook Hotel Trust seller in Q1 2014 was Cohen & Steers, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2014.