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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
CB
126
Commerce Bank
Missouri
$559K -$4.07K -110 -0.7%
NIT
127
NumerixS Investment Technologies
British Columbia, Canada
$558K +$429K +11,600 +341%
RFC
128
Regions Financial Corp
Alabama
$544K -$375K -10,149 -41%
SPC
129
Sigma Planning Corp
Michigan
$541K -$74.1K -2,005 -12%
Point72 Asset Management
130
Point72 Asset Management
Connecticut
$533K +$530K +14,338 New
BC
131
Brinker Capital
Pennsylvania
$489K +$170K +4,610 +54%
ECM
132
EII Capital Management
New York
$455K +$453K +12,248 New
RJFSA
133
Raymond James Financial Services Advisors
Florida
$443K +$7.35K +199 +2%
ED
134
Exane Derivatives
France
$429K +$427K +11,544 New
Comerica Bank
135
Comerica Bank
Texas
$420K -$52.8K -1,428 -12%
AT
136
Arden Trust
Delaware
$394K -$4.07K -110 -1%
Parallax Volatility Advisers
137
Parallax Volatility Advisers
California
$389K +$386K +10,458 New
Mitsubishi UFJ Asset Management
138
Mitsubishi UFJ Asset Management
Japan
$382K – – –
LCM
139
Laurion Capital Management
New York
$368K -$51.7K -1,400 -12%
LPL Financial
140
LPL Financial
California
$364K +$30.3K +821 +9%
GCP
141
GSA Capital Partners
United Kingdom
$355K -$294K -7,948 -45%
GC
142
Gratus Capital
Georgia
$346K – – –
AB
143
Amalgamated Bank
New York
$342K +$23.4K +634 +7%
RJT
144
Raymond James Trust
Florida
$331K -$333 -9 -0.1%
SOADOR
145
State of Alaska Department of Revenue
Alaska
$325K -$159K -4,290 -33%
FRM
146
Fox Run Management
Connecticut
$318K +$317K +8,568 New
Neuberger Berman Group
147
Neuberger Berman Group
New York
$315K +$313K +8,481 New
KBC Group
148
KBC Group
Belgium
$313K -$46.6K -1,262 -13%
SAM
149
Securian Asset Management
Minnesota
$305K -$817K -22,100 -73%
ST
150
Somerset Trust
Pennsylvania
$303K -$4.29K -116 -1%
4 5
6
7 8

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.