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Pebblebrook Hotel Trust
PEB

Overview Fund Activity

226 hedge funds and large institutions have $3.46B invested in Pebblebrook Hotel Trust in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 66 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-9
Holders Change %
-3.83%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
27
Increased
100
Reduced
66
Closed
35
Calls
$25.5M
Puts
$697K
Net Calls
+$24.8M
Net Calls Change
+$24M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$92.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$174M
3
Bank of America
Bank of America
North Carolina
$72.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$145M
5
BlackRock
BlackRock
New York
$491M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$42.2M
2
BC
Brookfield Corp
Ontario, Canada
$73.9M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$0
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$5.07M
5
Capital International Investors
Capital International Investors
California
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
201
Ameritas Investment Company
Nebraska
$4.86K +$4.86K +200 New
FHC
202
First Horizon Corporation
Tennessee
$4K -$716 -36 -15%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
CWC
204
Carolinas Wealth Consulting
North Carolina
$4K +$148 +6 +4%
BCA
205
Berman Capital Advisors
Georgia
$4K +$1.02K +45 +34%
PCG
206
Private Capital Group
Connecticut
$4K +$3.73K +153 +1,391%
HR
207
Howe & Rusling
New York
$3K -$495 -18 -14%
AssetMark Inc
208
AssetMark Inc
California
$3K +$222 +8 +8%
TWA
209
TCI Wealth Advisors
Arizona
$3K +$3K +144 New
SIS
210
Sound Income Strategies
Florida
$2.36K +$49 +2 +2%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$2.04K -$123 -5,065 -6%
FPS
212
Fieldpoint Private Securities
Connecticut
$2K – – –
IA
213
IFP Advisors
Florida
$2K – – –
JCM
214
Jacobi Capital Management
Pennsylvania
$2K – – –
HI
215
Harbour Investments
Wisconsin
$2K +$2K +70 New
BAM
216
Bellevue Asset Management
Washington
$2K +$2K +84 New
SPIA
217
Steward Partners Investment Advisory
New York
$1.22K – – –
Mitsubishi UFJ Trust & Banking
218
Mitsubishi UFJ Trust & Banking
Japan
$1K -$63.2K -4,233 -98%
HWM
219
HighMark Wealth Management
Minnesota
$1K – – –
First Manhattan
220
First Manhattan
New York
$1K – – –
MWP
221
Meridian Wealth Partners
Pennsylvania
$1K +$1K +23 New
ADIM
222
Alpha DNA Investment Management
Maryland
$1K +$1K +66 New
FGAM
223
Financial Gravity Asset Management
Texas
$63 +$63 +3 New
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
– -$31.4M -1,668,133 Closed
LIMS
225
Lasalle Investment Management Securities
Maryland
– -$16.5M -876,789 Closed
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