Pebblebrook Hotel Trust
235 hedge funds and large institutions have $2.39B invested in Pebblebrook Hotel Trust in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 94 reducing their positions, and 23 closing their positions.
674% more call options, than puts
Call options by funds: $4.7M | Put options by funds: $607K
22% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 23
17% more capital invested
Capital invested by funds: $2.05B → $2.39B (+$346M)
2% more funds holding
Funds holding: 231 → 235 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.69% less ownership
Funds ownership: 124.98% → 124.28% (-0.69%)
24% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.1M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$15.2M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$14.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$13.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$46.2M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
-$25.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.4M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$10.8M |
| 5 |
Bank of New York Mellon
New York
|
-$10.4M |
PEB Hedge Fund Activity: Q4 2023 in Review
235 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q4 2023, worth a combined $2.39B — up 17% from $2.05B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PEB positions and 23 closed out — a net gain of 5 holders — while 71 added to existing stakes and 94 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $24.1M. The largest seller was Macquarie Group, cutting an estimated $46.2M.
- 235 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q4 2023, up from 231 in Q3 2023.
- Funds reported $2.39B of Pebblebrook Hotel Trust stock for Q4 2023, up 17% quarter-over-quarter.
- 28 funds opened new Pebblebrook Hotel Trust positions in Q4 2023 and 23 closed out, a net change of +5 holders.
- The largest Pebblebrook Hotel Trust buyer in Q4 2023 was Morgan Stanley, an estimated $24.1M added.
- The largest Pebblebrook Hotel Trust seller in Q4 2023 was Macquarie Group, an estimated $46.2M sold.
Based on aggregated 13F filings for Q4 2023.