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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
AG
176
Advisor Group
Arizona
$57K +$19.6K +530 +53%
II
177
Inspire Investing
Idaho
$55K +$54.9K +1,486 New
IDBONY
178
Israel Discount Bank of New York
New York
$44K – – –
AssetMark Inc
179
AssetMark Inc
California
$41K -$924 -25 -2%
Federated Hermes
180
Federated Hermes
Pennsylvania
$38K -$371K -10,027 -91%
CCM
181
Covington Capital Management
California
$37K +$37K +1,000 New
BL
182
Balentine LLC
Georgia
$34K – – –
IWP
183
Icon Wealth Partners
Texas
$31K +$31K +838 New
PCP
184
Proficio Capital Partners
Massachusetts
$25K -$3.73K -101 -13%
FPFS
185
First Personal Financial Services
North Carolina
$20K +$6.5K +176 +46%
TRCT
186
Tower Research Capital (TRC)
New York
$18K -$220K -5,954 -93%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$11K +$480 +13 +5%
DSI
188
Daiwa SB Investments
Japan
$10K -$1.85K -50 -16%
ASN
189
Advisory Services Network
Georgia
$10K +$7.54K +204 +279%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$10K +$10.3K +278 New
GRP
191
Global Retirement Partners
California
$9K – – –
FGC
192
Financial Gravity Companies
Texas
$8K +$7.8K +211 New
PHK
193
Point72 Hong Kong
Hong Kong
$7K -$99K -2,678 -93%
HI
194
Hudock Inc
Pennsylvania
$5K +$74 +2 +1%
STA
195
Summit Trail Advisors
New York
$5K +$4.8K +130 New
DCM
196
Delpha Capital Management
New York
$5K +$4.95K +134 New
OWA
197
One Wealth Advisors
California
$5K +$5.4K +146 New
SFG
198
SevenBridge Financial Group
Pennsylvania
$4K – – –
JCM
199
Jacobi Capital Management
Pennsylvania
$3K – – –
OFW
200
Omnia Family Wealth
Florida
$3K – – –
6 7
8
9 10

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.