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Pebblebrook Hotel Trust

240 hedge funds and large institutions have $2.27B invested in Pebblebrook Hotel Trust in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 100 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,352% more call options, than puts

Call options by funds: $63.2M | Put options by funds: $1.83M

27% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 26

2% more funds holding

Funds holding: 235240 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.57% less ownership

Funds ownership: 124.28%122.72% (-1.6%)

5% less capital invested

Capital invested by funds: $2.39B → $2.27B (-$122M)

42% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 100

Holders
240
Holders Change
+5
Holders Change %
+2.13%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
33
Increased
58
Reduced
100
Closed
26
Calls
$63.2M
Puts
$1.83M
Net Calls
+$61.4M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
201
Lindbrook Capital
California
$10.9K
PCM
202
Peregrine Capital Management
Minnesota
$10.3K -$7.37M -467,944 -100%
VCM
203
Versant Capital Management
Arizona
$10.1K
AWM
204
Avior Wealth Management
Nebraska
$9.65K +$9.86K +626 New
TWD
205
True Wealth Design
Ohio
$9.48K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$8.72K
CTC
207
Central Trust Company
Missouri
$8.01K
GI
208
GAMMA Investing
California
$5.69K -$6.93K -440 -54%
EC
209
Elequin Capital
New York
$5.61K +$5.73K +364 New
WT
210
Whittier Trust
California
$5.24K
SAM
211
Smartleaf Asset Management
Massachusetts
$4.14K +$4.19K +266 New
Bessemer Group
212
Bessemer Group
New Jersey
$4K
MA
213
MCF Advisors
Kentucky
$3.94K
OPTFSNA
214
Old Point Trust & Financial Services N A
Virginia
$3.85K +$3.94K +250 New
WTA
215
Washington Trust Advisors
Massachusetts
$3.44K
HNB
216
Huntington National Bank
Ohio
$3.38K +$913 +58 +36%
SPIA
217
Steward Partners Investment Advisory
New York
$3.13K
PFC
218
Phocas Financial Corp
California
$3K -$406K -25,778 -12%
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$3K -$3.24K -206 -50%
QL
220
Quarry LP
New York
$2.81K +$2.87K +182 New
S
221
Sachetta
Massachusetts
$2.03K
PTC
222
Private Trust Company
Ohio
$1.85K
IA
223
IFP Advisors
Florida
$1.46K
SIS
224
Sound Income Strategies
Florida
$1.46K
CWC
225
Carolinas Wealth Consulting
North Carolina
$1.45K -$31 -2 -2%

PEB Hedge Fund Activity: Q1 2024 in Review

240 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q1 2024, worth a combined $2.27B — down 5.1% from $2.39B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PEB positions and 26 closed out — a net gain of 7 holders — while 58 added to existing stakes and 100 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $19.2M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $14.5M.

  • 240 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q1 2024, up from 235 in Q4 2023.
  • Funds reported $2.27B of Pebblebrook Hotel Trust stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 33 funds opened new Pebblebrook Hotel Trust positions in Q1 2024 and 26 closed out, a net change of +7 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q1 2024 was Arrowstreet Capital, an estimated $19.2M added.
  • The largest Pebblebrook Hotel Trust seller in Q1 2024 was Schonfeld Strategic Advisors, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2024.