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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
CIP
101
Convergence Investment Partners
Florida
$1.31M +$1.31M +35,325 New
Squarepoint
102
Squarepoint
New York
$1.24M +$1.23M +33,288 New
PCM
103
Piermont Capital Management
Missouri
$1.19M +$1.18M +32,050 New
VOYA Investment Management
104
VOYA Investment Management
Georgia
$1.17M -$25.5K -689 -2%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$1.15M +$78.8K +2,133 +7%
MIM
106
MetLife Investment Management
New Jersey
$1.15M +$1.14M +30,891 New
SAM
107
Shell Asset Management
Netherlands
$1.14M – – –
ARTA
108
A.R.T. Advisors
New York
$1.08M +$1.07M +29,007 New
ProShare Advisors
109
ProShare Advisors
Maryland
$1.05M +$281K +7,594 +37%
Prudential Financial
110
Prudential Financial
New Jersey
$1.03M +$39.8K +1,076 +4%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$959K -$850K -22,994 -47%
AAIM
112
American Assets Investment Management
California
$929K – – –
CAM
113
Congress Asset Management
Massachusetts
$902K -$15.7K -425 -2%
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$874K -$5.17M -139,950 -86%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$873K -$733K -19,839 -46%
Balyasny Asset Management
116
Balyasny Asset Management
Illinois
$846K -$6.46M -174,731 -88%
ADEF
117
Adams Diversified Equity Fund
Maryland
$829K -$240K -6,500 -23%
Millennium Management
118
Millennium Management
New York
$829K -$35.7K -966 -4%
Tudor Investment Corp
119
Tudor Investment Corp
Connecticut
$778K +$511K +13,839 +195%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$763K -$192K -5,199 -20%
ACI
121
AMP Capital Investors
Australia
$762K +$346K +9,373 +84%
VI
122
Versor Investments
New York
$699K +$469K +12,700 +208%
WCA
123
Waratah Capital Advisors
Ontario, Canada
$614K +$611K +16,526 New
AWCI
124
Alpine Woods Capital Investors
New York
$569K – – –
Voloridge Investment Management
125
Voloridge Investment Management
Florida
$560K +$557K +15,076 New
3 4
5
6 7

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.