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Pebblebrook Hotel Trust
PEB

243 hedge funds and large institutions have $2.27B invested in Pebblebrook Hotel Trust in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 65 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $790K | Put options by funds: $329K

72% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 65

17% more capital invested

Capital invested by funds: $1.95B → $2.27B (+$323M)

16.48% more ownership

Funds ownership: 111.98% → 128.46% (+16%)

4% less funds holding

Funds holding: 252 → 243 (-9)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
3.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
112
Reduced
65
Closed
41
Calls
$790K
Puts
$329K
Net Calls
+$461K
Net Calls Change
+$443K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$51.4M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$43.1M
3
PI
PGGM Investments
Netherlands
+$40.5M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$27.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.6M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$23.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$23M
3
SAM
Silvercrest Asset Management
New York
-$9.79M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$7.6M
5
CSS
Cubist Systematic Strategies
Connecticut
-$5.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$2.3M -$35.2K -2,412 -1%
SOADOR
77
State of Alaska Department of Revenue
Alaska
$2.21M +$1.07M +73,592 +88%
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$2.14M +$89.5K +6,131 +4%
Nomura Asset Management
79
Nomura Asset Management
Japan
$2.09M +$62.8K +4,300 +3%
SDIC
80
South Dakota Investment Council
South Dakota
$2.04M – – –
OAM
81
Oppenheimer Asset Management
New York
$1.97M +$65.2K +4,466 +3%
COPPSERS
82
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.95M +$1.17M +80,062 +135%
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$1.8M +$315K +21,615 +20%
PVM
84
Palogic Value Management
Texas
$1.75M +$949K +65,000 +108%
TPSF
85
Texas Permanent School Fund
Texas
$1.65M +$428K +29,317 +33%
Luther King Capital Management (LKCM)
86
Luther King Capital Management (LKCM)
Texas
$1.58M +$13.9K +951 +0.9%
ERSOT
87
Employees Retirement System of Texas
Texas
$1.56M +$511K +35,000 +46%
JF
88
Jump Financial
Illinois
$1.53M -$57.4K -3,930 -3%
Citigroup
89
Citigroup
New York
$1.51M +$299K +20,517 +24%
DA
90
Duality Advisers
Florida
$1.45M +$605K +41,440 +67%
Holocene Advisors
91
Holocene Advisors
New York
$1.34M +$1.4M +95,625 New
SO
92
STRS Ohio
Ohio
$1.32M -$498K -34,094 -27%
Jane Street
93
Jane Street
New York
$1.32M +$1.21M +83,180 +750%
Amundi
94
Amundi
France
$1.3M +$101K +6,946 +8%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$1.16M +$76.2K +5,224 +7%
Natixis Advisors
96
Natixis Advisors
Massachusetts
$1.15M +$38.5K +2,641 +3%
Victory Capital Management
97
Victory Capital Management
Texas
$1.1M -$26.2K -1,798 -2%
OTPPB
98
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.09M -$1.16M -79,820 -51%
HRES
99
Heitman Real Estate Securities
Illinois
$1.08M +$55.9K +3,831 +5%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$1.08M +$234K +16,013 +26%
2 3
4
5 6

PEB Hedge Fund Activity: Q1 2023 in Review

243 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q1 2023, worth a combined $2.27B — up 17% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PEB and 34 opened new positions — a net loss of 7 holders — while 65 trimmed existing stakes and 112 added.

The largest buyer was BlackRock, adding an estimated $51.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $23.1M.

  • 243 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q1 2023, down from 252 in Q4 2022.
  • Funds reported $2.27B of Pebblebrook Hotel Trust stock for Q1 2023, up 17% quarter-over-quarter.
  • 34 funds opened new Pebblebrook Hotel Trust positions in Q1 2023 and 41 closed out, a net change of -7 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q1 2023 was BlackRock, an estimated $51.4M added.
  • The largest Pebblebrook Hotel Trust seller in Q1 2023 was T. Rowe Price Associates, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2023.