We are live on ! Find out more
PEB icon

Pebblebrook Hotel Trust

234 hedge funds and large institutions have $3.42B invested in Pebblebrook Hotel Trust in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 77 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,584% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $676K

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

17% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 77

4% more funds holding

Funds holding: 226234 (+8)

2.47% more ownership

Funds ownership: 108.62%111.09% (+2.5%)

1% less capital invested

Capital invested by funds: $3.46B → $3.42B (-$33.7M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
234
Holders Change
+8
Holders Change %
+3.54%
% of All Funds
4.07%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
90
Reduced
77
Closed
22
Calls
$24.9M
Puts
$676K
Net Calls
+$24.2M
Net Calls Change
-$526K
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
201
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K
EI
202
Ellevest Inc
New York
$23K -$730 -31 -3%
Mitsubishi UFJ Trust & Banking
203
Mitsubishi UFJ Trust & Banking
Japan
$20K +$18.8K +800 +1,194%
CFD
204
Creative Financial Designs
Indiana
$15K
ST
205
Sageworth Trust
Pennsylvania
$14K +$13.9K +590 New
CFGS
206
Concourse Financial Group Securities
Alabama
$11K -$659 -28 -5%
EFSCE
207
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
FCA
208
FinTrust Capital Advisors
South Carolina
$9K
AIG
209
American International Group
New York
$7.17K -$180K -7,664 -2%
DFCM
210
Dark Forest Capital Management
Puerto Rico
$7K +$7.2K +306 New
MGIM
211
M&G Investment Management
United Kingdom
$6.59K +$6.46M +274,534 New
APA
212
American Portfolios Advisors
New York
$5.84K +$895 +38 +18%
CWC
213
Carolinas Wealth Consulting
North Carolina
$4K -$165 -7 -4%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$4K
FHC
215
First Horizon Corporation
Tennessee
$4K
PCG
216
Private Capital Group
Connecticut
$4K
BCA
217
Berman Capital Advisors
Georgia
$4K +$141 +6 +3%
TCOV
218
Trust Company of Vermont
Vermont
$4K +$3.53K +150 New
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$4K +$3.65K +155 New
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$3K -$28.2K -1,197 -90%
TWA
221
TCI Wealth Advisors
Arizona
$3K -$753 -32 -22%
BAM
222
Bellevue Asset Management
Washington
$3K +$612 +26 +31%
HR
223
Howe & Rusling
New York
$3K +$824 +35 +32%
SIS
224
Sound Income Strategies
Florida
$2K -$47 -2 -2%
FPS
225
Fieldpoint Private Securities
Connecticut
$2K

PEB Hedge Fund Activity: Q2 2021 in Review

234 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q2 2021, worth a combined $3.42B — down 0.98% from $3.46B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new PEB positions and 22 closed out — a net gain of 9 holders — while 90 added to existing stakes and 77 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $29.6M. The largest seller was Capital International Investors, cutting an estimated $47.1M.

  • 234 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q2 2021, up from 226 in Q1 2021.
  • Funds reported $3.42B of Pebblebrook Hotel Trust stock for Q2 2021, down 0.98% quarter-over-quarter.
  • 31 funds opened new Pebblebrook Hotel Trust positions in Q2 2021 and 22 closed out, a net change of +9 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q2 2021 was JP Morgan Chase, an estimated $29.6M added.
  • The largest Pebblebrook Hotel Trust seller in Q2 2021 was Capital International Investors, an estimated $47.1M sold.

Based on aggregated 13F filings for Q2 2021.