We are live on ! Find out more
PEB icon

Pebblebrook Hotel Trust

231 hedge funds and large institutions have $2.05B invested in Pebblebrook Hotel Trust in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 111 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more call options, than puts

Call options by funds: $42K | Put options by funds: $8K

1.24% more ownership

Funds ownership: 123.74%124.98% (+1.2%)

4% less capital invested

Capital invested by funds: $2.12B → $2.05B (-$77.2M)

3% less funds holding

Funds holding: 237231 (-6)

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

48% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 111

Holders
231
Holders Change
-6
Holders Change %
-2.53%
% of All Funds
3.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
58
Reduced
111
Closed
26
Calls
$42K
Puts
$8K
Net Calls
+$34K
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$10.9K -$1.22K -85 -10%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$9.77K -$201 -14 -2%
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$9.47K +$10K +697 New
TWD
204
True Wealth Design
Ohio
$8.35K
CTC
205
Central Trust Company
Missouri
$7.07K +$7.46K +520 New
BTI
206
Blue Trust Inc
Georgia
$6K +$6.02K +420 New
Bessemer Group
207
Bessemer Group
New Jersey
$5K
MIFH
208
Migdal Insurance & Financial Holdings
Israel
$5K +$3.79K +264 +287%
WT
209
Whittier Trust
California
$4.62K
MA
210
MCF Advisors
Kentucky
$3.48K
WTA
211
Washington Trust Advisors
Massachusetts
$3.03K
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$2.24K +$889 +62 +60%
PTC
213
Private Trust Company
Ohio
$1.63K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$1.41K -$2.24K -156 -60%
CAS
215
Coppell Advisory Solutions
Texas
$1.34K
IA
216
IFP Advisors
Florida
$1.29K
SIS
217
Sound Income Strategies
Florida
$1.29K
CWC
218
Carolinas Wealth Consulting
North Carolina
$1.23K -$316 -22 -18%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.22K
BAM
220
Bellevue Asset Management
Washington
$1.16K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$978 +$1.03K +72 New
AF
222
Allworth Financial
California
$952 +$860 +60 +600%
PWMG
223
Prestige Wealth Management Group
New Jersey
$884 +$932 +65 New
FCA
224
FinTrust Capital Advisors
South Carolina
$802 -$272 -19 -24%
Group One Trading
225
Group One Trading
Illinois
$802 +$846 +59 New

PEB Hedge Fund Activity: Q3 2023 in Review

231 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q3 2023, worth a combined $2.05B — down 3.6% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of PEB and 22 opened new positions — a net loss of 4 holders — while 111 trimmed existing stakes and 58 added.

The largest buyer was William Blair Investment Management, adding an estimated $17.4M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $14.7M.

  • 231 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q3 2023, down from 237 in Q2 2023.
  • Funds reported $2.05B of Pebblebrook Hotel Trust stock for Q3 2023, down 3.6% quarter-over-quarter.
  • 22 funds opened new Pebblebrook Hotel Trust positions in Q3 2023 and 26 closed out, a net change of -4 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q3 2023 was William Blair Investment Management, an estimated $17.4M added.
  • The largest Pebblebrook Hotel Trust seller in Q3 2023 was CBRE Investment Management Listed Real Assets, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2023.