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RLJ Lodging Trust $1.95 Series A Preferred Stock

39 hedge funds and large institutions have $203M invested in RLJ Lodging Trust $1.95 Series A Preferred Stock in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

8% more funds holding

Funds holding: 3639 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.36% less ownership

Funds ownership: 61.44%61.08% (-0.36%)

6% less capital invested

Capital invested by funds: $215M → $203M (-$12.5M)

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.89%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
8
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Lakewood Capital Management
New York
$320K
US Bancorp
27
US Bancorp
Minnesota
$254K
UBS Group
28
UBS Group
Switzerland
$251K +$31.1K +1,195 +14%
FDS
29
First Dallas Securities
Texas
$248K
Morgan Stanley
30
Morgan Stanley
New York
$209K +$40.7K +1,565 +23%
Bank of America
31
Bank of America
North Carolina
$203K +$189K +7,280 +1,040%
FMA
32
FNY Managed Accounts
New York
$167K +$172K +6,599 New
GXMC
33
Global X Management Company
New York
$65K +$66.4K +2,553 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$51K
JGIA
35
Jackson Grant Investment Advisers
Connecticut
$28K
WT
36
Whittier Trust
California
$25K
AG
37
Advisor Group
Arizona
$20K +$20.8K +800 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$14K
BFEC
39
Benjamin F. Edwards & Company
Missouri
$13K
APA
40
American Portfolios Advisors
New York
$12.7K
MWM
41
Mascoma Wealth Management
New Hampshire
$5K +$5.2K +200 New
N
42
Nuveen
North Carolina
$4K
HI
43
HBK Investments
Texas
-$2.52M -93,460 Closed
FCH
44
Freestone Capital Holdings
Washington
-$534K -19,766 Closed
Neuberger Berman Group
45
Neuberger Berman Group
New York
-$249K -9,215 Closed
LIA
46
LS Investment Advisors
Michigan
-$54K -561 Closed

RLJ.PRA Hedge Fund Activity: Q1 2018 in Review

39 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) for Q1 2018, worth a combined $203M — down 5.8% from $215M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new RLJ.PRA positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Edgemoor Investment Advisors, opening a new position worth an estimated $5.51M. The largest seller was Franklin Resources, cutting an estimated $6.82M.

  • 39 institutional investors held RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) as of Q1 2018, up from 36 in Q4 2017.
  • Funds reported $203M of RLJ Lodging Trust $1.95 Series A Preferred Stock stock for Q1 2018, down 5.8% quarter-over-quarter.
  • 8 funds opened new RLJ Lodging Trust $1.95 Series A Preferred Stock positions in Q1 2018 and 5 closed out, a net change of +3 holders.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock buyer in Q1 2018 was Edgemoor Investment Advisors, an estimated $5.51M added.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock seller in Q1 2018 was Franklin Resources, an estimated $6.82M sold.

Based on aggregated 13F filings for Q1 2018.