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Pebblebrook Hotel Trust

180 hedge funds and large institutions have $2.78B invested in Pebblebrook Hotel Trust in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $2.56B → $2.78B (+$218M)

2.53% more ownership

Funds ownership: 121.59%124.13% (+2.5%)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 181180 (-1)

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

Holders
180
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
64
Reduced
70
Closed
20
Calls
$435K
Puts
Net Calls
+$435K
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
151
Victory Capital Management
Texas
$36K +$3.43K +110 +11%
AssetMark Inc
152
AssetMark Inc
California
$36K +$10.6K +340 +44%
AG
153
Advisor Group
Arizona
$33K -$13.6K -435 -30%
PCP
154
Proficio Capital Partners
Massachusetts
$29K -$156 -5 -0.6%
BL
155
Balentine LLC
Georgia
$29K +$28.4K +910 New
IDBONY
156
Israel Discount Bank of New York
New York
$28K -$623 -20 -2%
Creative Planning
157
Creative Planning
Kansas
$20K +$62 +2 +0.3%
FMA
158
FNY Managed Accounts
New York
$19K +$18.8K +604 New
WA
159
WFG Advisors
Texas
$13K
FHA
160
First Horizon Advisors
Tennessee
$13K +$12.9K +415 New
FPFS
161
First Personal Financial Services
North Carolina
$12K -$3.12K -100 -21%
DSI
162
Daiwa SB Investments
Japan
$10K +$1.87K +60 +23%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$9K -$3.74K -120 -31%
GRP
164
Global Retirement Partners
California
$8K
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$8K +$8.04K +258 New
CG
166
Cutler Group
California
$6K -$52.2K -1,675 -89%
AC
167
Alexandria Capital
Virginia
$4K +$31 +1 +0.9%
HI
168
Hudock Inc
Pennsylvania
$4K +$62 +2 +1%
Simplex Trading
169
Simplex Trading
Illinois
$4K +$4.11K +132 New
OFW
170
Omnia Family Wealth
Florida
$3K
SFG
171
SevenBridge Financial Group
Pennsylvania
$3K
ASN
172
Advisory Services Network
Georgia
$3K +$654 +21 +31%
NA
173
NewEdge Advisors
Louisiana
$2.27K +$2.21K +71 New
IA
174
IFP Advisors
Florida
$2K
JCM
175
Jacobi Capital Management
Pennsylvania
$2K

PEB Hedge Fund Activity: Q2 2017 in Review

180 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q2 2017, worth a combined $2.78B — up 8.5% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PEB positions and 20 closed out — a net gain of 1 holder — while 64 added to existing stakes and 70 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $84.9M. The largest seller was Brookfield Corp, exiting entirely with an estimated $104M sold.

  • 180 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q2 2017, down from 181 in Q1 2017.
  • Funds reported $2.78B of Pebblebrook Hotel Trust stock for Q2 2017, up 8.5% quarter-over-quarter.
  • 21 funds opened new Pebblebrook Hotel Trust positions in Q2 2017 and 20 closed out, a net change of +1 holder.
  • The largest Pebblebrook Hotel Trust buyer in Q2 2017 was Deutsche Bank, an estimated $84.9M added.
  • The largest Pebblebrook Hotel Trust seller in Q2 2017 was Brookfield Corp, an estimated $104M sold.

Based on aggregated 13F filings for Q2 2017.