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Pebblebrook Hotel Trust

242 hedge funds and large institutions have $3.22B invested in Pebblebrook Hotel Trust in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $849K | Put options by funds: $655K

24% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 79

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0.57% more ownership

Funds ownership: 109.29%109.87% (+0.57%)

0% more capital invested

Capital invested by funds: $3.21B → $3.22B (+$13.4M)

0% more funds holding

Funds holding: 242242 (0)

Holders
242
Holders Change
Holders Change %
0%
% of All Funds
3.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
98
Reduced
79
Closed
26
Calls
$849K
Puts
$655K
Net Calls
+$194K
Net Calls Change
+$360K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$27K +$25K +1,108 +846%
Barrow, Hanley, Mewhinney & Strauss
202
Barrow, Hanley, Mewhinney & Strauss
Texas
$27K +$27.4K +1,217 New
CWS
203
Confluence Wealth Services
Pennsylvania
$27K +$27.5K +1,219 New
LC
204
Lindbrook Capital
California
$26K
EW
205
Evoke Wealth
California
$24K
JFGIW
206
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K
Mitsubishi UFJ Trust & Banking
207
Mitsubishi UFJ Trust & Banking
Japan
$21K +$1.82K +81 +9%
EI
208
Ellevest Inc
New York
$20K -$451 -20 -2%
TWA
209
TCI Wealth Advisors
Arizona
$12K +$8.11K +360 +212%
CFGS
210
Concourse Financial Group Securities
Alabama
$10K -$5.02K -223 -33%
STCOSD
211
Sageworth Trust Company of South Dakota
South Dakota
$10K +$10.2K +451 New
FCA
212
FinTrust Capital Advisors
South Carolina
$9K
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.68K +341 New
PFBT
214
Parkside Financial Bank & Trust
Missouri
$5K +$4.8K +213 New
WTA
215
Washington Trust Advisors
Massachusetts
$5K +$5.02K +223 New
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.75K -$62.7K -2,784 -1%
APA
217
American Portfolios Advisors
New York
$4.7K -$1.4K -62 -23%
FHA
218
First Horizon Advisors
Tennessee
$4K -$270 -12 -6%
HR
219
Howe & Rusling
New York
$4K
IA
220
IFP Advisors
Florida
$4K
PCG
221
Private Capital Group
Connecticut
$4K
ST
222
Sageworth Trust
Pennsylvania
$3K -$10.2K -454 -77%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$3K -$4.73K -210 -58%
CWC
224
Carolinas Wealth Consulting
North Carolina
$3K -$68 -3 -2%
CTB
225
Country Trust Bank
Illinois
$3K

PEB Hedge Fund Activity: Q4 2021 in Review

242 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q4 2021, worth a combined $3.22B — up 0.42% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PEB positions and 26 closed out — a net gain of 1 holder — while 98 added to existing stakes and 79 trimmed.

The largest buyer was APG Asset Management US, opening a new position worth an estimated $38.8M. The largest seller was Capital International Investors, exiting entirely with an estimated $76.2M sold.

  • 242 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $3.22B of Pebblebrook Hotel Trust stock for Q4 2021, up 0.42% quarter-over-quarter.
  • 27 funds opened new Pebblebrook Hotel Trust positions in Q4 2021 and 26 closed out, a net change of +1 holder.
  • The largest Pebblebrook Hotel Trust buyer in Q4 2021 was APG Asset Management US, an estimated $38.8M added.
  • The largest Pebblebrook Hotel Trust seller in Q4 2021 was Capital International Investors, an estimated $76.2M sold.

Based on aggregated 13F filings for Q4 2021.