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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
TIAAOA
76
Teachers Insurance & Annuity Association of America
New York
$2.8M +$255K +6,906 +10%
Barclays
77
Barclays
United Kingdom
$2.61M +$452K +12,241 +21%
Citadel Advisors
78
Citadel Advisors
Florida
$2.54M +$2.52M +68,213 New
QI
79
QS Investors
New York
$2.53M +$3.7K +100 +0.1%
MFWM
80
Motley Fool Wealth Management
Virginia
$2.53M +$148K +3,992 +6%
GC
81
Guggenheim Capital
Illinois
$2.36M +$51.9K +1,405 +2%
3C
82
361 Capital
Colorado
$2.35M -$45.1K -1,221 -2%
Sumitomo Mitsui Trust Group
83
Sumitomo Mitsui Trust Group
Japan
$2.34M -$13.3K -360 -0.6%
Wellington Management Group
84
Wellington Management Group
Massachusetts
$2.26M +$927K +25,090 +70%
Citigroup
85
Citigroup
New York
$2.21M +$77.8K +2,105 +4%
MAM
86
Martingale Asset Management
Massachusetts
$2.13M +$96.7K +2,616 +5%
DCM
87
Dupont Capital Management
Delaware
$2.03M +$295K +7,983 +17%
AQR Capital Management
88
AQR Capital Management
Connecticut
$1.99M +$344K +9,309 +21%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.95M +$11K +298 +0.6%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$1.94M – – –
AIG
91
American International Group
New York
$1.73M +$8.02K +217 +0.5%
Canada Life
92
Canada Life
Manitoba, Canada
$1.63M +$37.7K +1,020 +2%
Hotchkis & Wiley Capital Management
93
Hotchkis & Wiley Capital Management
California
$1.62M -$2.28M -61,634 -59%
RA
94
RMR Advisors
Massachusetts
$1.6M – – –
Nomura Asset Management
95
Nomura Asset Management
Japan
$1.49M -$11.8K -320 -0.8%
US Bancorp
96
US Bancorp
Minnesota
$1.49M +$97.3K +2,634 +7%
AL
97
AJO LP
Pennsylvania
$1.41M +$1.41M +38,050 New
BPM
98
Bowling Portfolio Management
Ohio
$1.38M +$1.37M +37,186 New
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$1.38M +$54.7K +1,479 +4%
PAM
100
Panagora Asset Management
Massachusetts
$1.34M +$1.27M +34,320 +2,007%
2 3
4
5 6

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.