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Ryman Hospitality Properties

338 hedge funds and large institutions have $4.17B invested in Ryman Hospitality Properties in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 120 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12% more funds holding

Funds holding: 301338 (+37)

12% more capital invested

Capital invested by funds: $3.74B → $4.17B (+$430M)

11% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 108

1.18% less ownership

Funds ownership: 88.71%87.53% (-1.2%)

16% less call options, than puts

Call options by funds: $2.44M | Put options by funds: $2.9M

Holders
338
Holders Change
+37
Holders Change %
+12.29%
% of All Funds
6.66%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
59
Increased
120
Reduced
108
Closed
19
Calls
$2.44M
Puts
$2.9M
Net Calls
-$468K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
51
Boston Trust Walden
Massachusetts
$15.4M +$291K +3,383 +2%
TD Asset Management
52
TD Asset Management
Ontario, Canada
$15M +$8.94M +103,955 +149%
Man Group
53
Man Group
United Kingdom
$14.7M -$6.07M -70,630 -29%
WRF
54
Waddell & Reed Financial
Kansas
$14.2M +$194K +2,259 +1%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$13.8M +$1.61M +18,674 +13%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$13.7M +$1.12M +13,083 +9%
AAMU
57
Amundi Asset Management US
Massachusetts
$13.1M +$3.35M +38,951 +35%
JP Morgan Chase
58
JP Morgan Chase
New York
$12.7M +$2.37M +27,523 +23%
UBS Group
59
UBS Group
Switzerland
$12.5M +$4.31M +50,098 +53%
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$12M -$1M -11,637 -8%
AllianceBernstein
61
AllianceBernstein
Tennessee
$12M +$57.1K +664 +0.5%
VC
62
Vision Capital
Ontario, Canada
$11.6M +$11.5M +133,888 New
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$11.3M -$904K -10,514 -7%
SEI Investments
64
SEI Investments
Pennsylvania
$11M -$135K -1,567 -1%
Holocene Advisors
65
Holocene Advisors
New York
$10.8M +$10.7M +125,000 New
Franklin Resources
66
Franklin Resources
California
$10.3M -$80.4K -935 -0.8%
UOC
67
UBS O'Connor
Illinois
$10.2M +$155K +1,800 +2%
KTA
68
Keeley-Teton Advisors
Illinois
$10.1M -$1.24M -14,450 -11%
PPA
69
Parametric Portfolio Associates
Washington
$9.31M -$107K -1,250 -1%
Asset Management One
70
Asset Management One
Japan
$9.29M +$184K +2,139 +2%
PAM
71
Panagora Asset Management
Massachusetts
$8.87M -$6.58M -76,514 -43%
CIMLRA
72
CBRE Investment Management Listed Real Assets
Pennsylvania
$8.68M -$15.5M -180,843 -64%
Barclays
73
Barclays
United Kingdom
$8.35M +$2.19M +25,514 +36%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$8.27M +$2.22M +25,856 +37%
VRS
75
Virginia Retirement Systems
Virginia
$8.14M +$155K +1,800 +2%

RHP Hedge Fund Activity: Q4 2019 in Review

338 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Ryman Hospitality Properties (RHP) for Q4 2019, worth a combined $4.17B — up 12% from $3.74B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new RHP positions and 19 closed out — a net gain of 40 holders — while 120 added to existing stakes and 108 trimmed.

The largest buyer was Truist Financial, adding an estimated $59.1M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $15.5M.

  • 338 institutional investors held Ryman Hospitality Properties (RHP) as of Q4 2019, up from 301 in Q3 2019.
  • Funds reported $4.17B of Ryman Hospitality Properties stock for Q4 2019, up 12% quarter-over-quarter.
  • 59 funds opened new Ryman Hospitality Properties positions in Q4 2019 and 19 closed out, a net change of +40 holders.
  • The largest Ryman Hospitality Properties buyer in Q4 2019 was Truist Financial, an estimated $59.1M added.
  • The largest Ryman Hospitality Properties seller in Q4 2019 was CBRE Investment Management Listed Real Assets, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2019.