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Pebblebrook Hotel Trust

243 hedge funds and large institutions have $2.27B invested in Pebblebrook Hotel Trust in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 65 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $790K | Put options by funds: $329K

72% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 65

17% more capital invested

Capital invested by funds: $1.95B → $2.27B (+$323M)

16.48% more ownership

Funds ownership: 111.98%128.46% (+16%)

4% less funds holding

Funds holding: 252243 (-9)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
112
Reduced
65
Closed
41
Calls
$790K
Puts
$329K
Net Calls
+$461K
Net Calls Change
+$443K
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
176
M&T Bank
New York
$173K +$18.6K +1,272 +11%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$173K +$9.49K +650 +6%
MML Investors Services
178
MML Investors Services
Massachusetts
$168K +$174K +11,953 New
CGH
179
Crossmark Global Holdings
Texas
$165K +$2.85K +195 +2%
AQR Capital Management
180
AQR Capital Management
Connecticut
$165K -$11.9K -814 -6%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$164K +$27.8K +1,903 +19%
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$158K -$10.4K -714 -6%
JSW
183
Journey Strategic Wealth
New Jersey
$152K +$158K +10,820 New
KBC Group
184
KBC Group
Belgium
$151K +$157K +10,768 New
TC
185
TwinBeech Capital
New York
$147K -$767K -52,546 -83%
AIP
186
Ameritas Investment Partners
Nebraska
$143K -$493K -33,806 -77%
XT
187
XTX Topco
Cayman Islands
$142K +$148K +10,143 New
Federated Hermes
188
Federated Hermes
Pennsylvania
$140K -$458K -31,397 -76%
PDN
189
Pensionfund DSM Netherlands
Netherlands
$125K
AssetMark Inc
190
AssetMark Inc
California
$114K +$31.3K +2,145 +36%
PS
191
Pensionfund Sabic
Netherlands
$89K
Russell Investments Group
192
Russell Investments Group
United Kingdom
$85.3K -$1.14M -78,065 -93%
S
193
SignatureFD
Georgia
$77.2K -$1.4K -96 -2%
Allspring Global Investments
194
Allspring Global Investments
North Carolina
$65.4K -$42K -2,880 -38%
TRCT
195
Tower Research Capital (TRC)
New York
$60K -$113K -7,757 -65%
SAM
196
Shell Asset Management
Netherlands
$44K -$208K -14,230 -82%
TWC
197
TD Waterhouse Canada
Ontario, Canada
$43.2K +$45K +3,082 New
GRP
198
Global Retirement Partners
California
$34.4K +$8.26K +566 +30%
VCM
199
Versant Capital Management
Arizona
$28.1K +$29.3K +2,005 New
BTI
200
Blue Trust Inc
Georgia
$28K +$24.8K +1,697 +430%

PEB Hedge Fund Activity: Q1 2023 in Review

243 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q1 2023, worth a combined $2.27B — up 17% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PEB and 34 opened new positions — a net loss of 7 holders — while 65 trimmed existing stakes and 112 added.

The largest buyer was BlackRock, adding an estimated $51.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $23.1M.

  • 243 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q1 2023, down from 252 in Q4 2022.
  • Funds reported $2.27B of Pebblebrook Hotel Trust stock for Q1 2023, up 17% quarter-over-quarter.
  • 34 funds opened new Pebblebrook Hotel Trust positions in Q1 2023 and 41 closed out, a net change of -7 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q1 2023 was BlackRock, an estimated $51.4M added.
  • The largest Pebblebrook Hotel Trust seller in Q1 2023 was T. Rowe Price Associates, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2023.