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Pebblebrook Hotel Trust

193 hedge funds and large institutions have $3.08B invested in Pebblebrook Hotel Trust in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $2.78B → $3.08B (+$299M)

7% more funds holding

Funds holding: 180193 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.32% less ownership

Funds ownership: 124.13%123.81% (-0.32%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

16% less call options, than puts

Call options by funds: $585K | Put options by funds: $694K

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
63
Reduced
70
Closed
17
Calls
$585K
Puts
$694K
Net Calls
-$109K
Net Calls Change
-$544K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
Aperio Group
California
$403K -$8.14K -245 -2%
ACI
127
AMP Capital Investors
Australia
$402K
Federated Hermes
128
Federated Hermes
Pennsylvania
$399K +$31K +933 +9%
AT
129
Arden Trust
Delaware
$387K -$4.39K -132 -1%
DTL
130
Dynamic Technology Lab
Singapore
$377K +$347K +10,429 New
NMERB
131
New Mexico Educational Retirement Board
New Mexico
$370K
Mitsubishi UFJ Asset Management
132
Mitsubishi UFJ Asset Management
Japan
$369K
KBC Group
133
KBC Group
Belgium
$350K +$21.8K +655 +7%
SEI Investments
134
SEI Investments
Pennsylvania
$338K -$233K -6,997 -43%
GC
135
Gratus Capital
Georgia
$336K
Capital Fund Management (CFM)
136
Capital Fund Management (CFM)
France
$329K +$302K +9,100 New
LPL Financial
137
LPL Financial
California
$324K +$298K +8,975 New
RJT
138
Raymond James Trust
Florida
$322K -$24.1K -724 -8%
AB
139
Amalgamated Bank
New York
$310K -$5.62K -169 -2%
N
140
Natixis
France
$310K +$285K +8,580 New
BC
141
Brinker Capital
Pennsylvania
$307K +$282K +8,476 New
ST
142
Somerset Trust
Pennsylvania
$299K -$7.35K -221 -3%
OAM
143
Oppenheimer Asset Management
New York
$299K +$11.8K +355 +4%
CSS
144
Cubist Systematic Strategies
Connecticut
$292K +$269K +8,086 New
Tudor Investment Corp
145
Tudor Investment Corp
Connecticut
$256K +$235K +7,080 New
M&T Bank
146
M&T Bank
New York
$253K -$60.4K -1,816 -21%
VF
147
Virtu Financial
New York
$253K +$233K +6,996 New
FWIA
148
Fort Washington Investment Advisors
Ohio
$251K -$209K -6,300 -48%
FIM
149
Freedom Investment Management
Connecticut
$248K +$228K +6,862 New
HSBC Holdings
150
HSBC Holdings
United Kingdom
$247K +$227K +6,835 New

PEB Hedge Fund Activity: Q3 2017 in Review

193 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q3 2017, worth a combined $3.08B — up 11% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PEB positions and 17 closed out — a net gain of 15 holders — while 63 added to existing stakes and 70 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $29M. The largest seller was Invesco, cutting an estimated $43.2M.

  • 193 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q3 2017, up from 180 in Q2 2017.
  • Funds reported $3.08B of Pebblebrook Hotel Trust stock for Q3 2017, up 11% quarter-over-quarter.
  • 32 funds opened new Pebblebrook Hotel Trust positions in Q3 2017 and 17 closed out, a net change of +15 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q3 2017 was Lord, Abbett & Co, an estimated $29M added.
  • The largest Pebblebrook Hotel Trust seller in Q3 2017 was Invesco, an estimated $43.2M sold.

Based on aggregated 13F filings for Q3 2017.