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Pebblebrook Hotel Trust
PEB

157 hedge funds and large institutions have $1.87B invested in Pebblebrook Hotel Trust in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 67 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $1.58B → $1.87B (+$287M)

5.7% more ownership

Funds ownership: 100.2% → 105.9% (+5.7%)

5% more funds holding

Funds holding: 149 → 157 (+8)

18% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 67

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
5.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
55
Reduced
67
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
+$64.9M
2
Cohen & Steers
Cohen & Steers
New York
+$64.7M
3
N
Nuveen
North Carolina
+$21.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$15.9M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$14.7M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$40.8M
2
HMC
Harvard Management Company
Massachusetts
-$29.6M
3
Deutsche Bank
Deutsche Bank
Germany
-$28M
4
Invesco
Invesco
Georgia
-$26.2M
5
HRES
Heitman Real Estate Securities
Illinois
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
101
Eaton Vance Management
Massachusetts
$887K -$9.15K -335 -1%
AAM
102
Advisors Asset Management
Colorado
$874K +$74.2K +2,716 +10%
SB
103
Suntrust Banks
Georgia
$849K -$11.6K -424 -1%
Credit Agricole
104
Credit Agricole
France
$840K +$799K +29,257 New
Renaissance Technologies
105
Renaissance Technologies
New York
$761K +$724K +26,500 New
PPA
106
Parametric Portfolio Associates
Washington
$723K +$106K +3,871 +18%
First Trust Advisors
107
First Trust Advisors
Illinois
$710K -$578K -21,163 -46%
Citigroup
108
Citigroup
New York
$689K -$1.01M -36,906 -61%
Federated Hermes
109
Federated Hermes
Pennsylvania
$680K +$147K +5,396 +30%
NMERB
110
New Mexico Educational Retirement Board
New Mexico
$630K – – –
Morgan Stanley
111
Morgan Stanley
New York
$593K -$10.5K -384 -2%
CBOA
112
Commonwealth Bank of Australia
Australia
$592K +$17K +622 +3%
Nomura Asset Management
113
Nomura Asset Management
Japan
$572K -$1.91K -70 -0.4%
Truist Financial
114
Truist Financial
North Carolina
$570K -$6.55K -240 -1%
U
115
UBS
Switzerland
$532K -$312K -11,412 -38%
Prudential Financial
116
Prudential Financial
New Jersey
$522K -$298K -10,900 -37%
GMIM
117
General Motors Investment Management
New York
$483K – – –
SG Americas Securities
118
SG Americas Securities
New York
$481K +$158K +5,799 +53%
MTB
119
Mizuho Trust & Banking
Japan
$477K – – –
PCM
120
Prelude Capital Management
New York
$459K +$437K +16,002 New
SMDAM
121
Sumitomo Mitsui DS Asset Management
Japan
$445K -$112K -4,100 -21%
AWCI
122
Alpine Woods Capital Investors
New York
$431K – – –
Comerica Bank
123
Comerica Bank
Texas
$398K -$956 -35 -0.3%
CB
124
Commerce Bank
Missouri
$398K +$78.2K +2,865 +26%
AQR Capital Management
125
AQR Capital Management
Connecticut
$356K -$497K -18,213 -59%
3 4
5
6 7

PEB Hedge Fund Activity: Q3 2013 in Review

157 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q3 2013, worth a combined $1.87B — up 18% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PEB positions and 7 closed out — a net gain of 10 holders — while 55 added to existing stakes and 67 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $64.9M. The largest seller was Wellington Management Group, cutting an estimated $40.8M.

  • 157 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q3 2013, up from 149 in Q2 2013.
  • Funds reported $1.87B of Pebblebrook Hotel Trust stock for Q3 2013, up 18% quarter-over-quarter.
  • 17 funds opened new Pebblebrook Hotel Trust positions in Q3 2013 and 7 closed out, a net change of +10 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q3 2013 was Daiwa Securities Group, an estimated $64.9M added.
  • The largest Pebblebrook Hotel Trust seller in Q3 2013 was Wellington Management Group, an estimated $40.8M sold.

Based on aggregated 13F filings for Q3 2013.