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RLJ Lodging Trust $1.95 Series A Preferred Stock

44 hedge funds and large institutions have $198M invested in RLJ Lodging Trust $1.95 Series A Preferred Stock in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 4244 (+2)

0.62% more ownership

Funds ownership: 61.36%61.98% (+0.62%)

4% less capital invested

Capital invested by funds: $205M → $198M (-$7.69M)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
4
Increased
8
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QOP
26
Quinn Opportunity Partners
Virginia
$353K
LCM
27
Lakewood Capital Management
New York
$312K
PI
28
Putnam Investments
Massachusetts
$297K
LC
29
Lavaca Capital
Texas
$260K +$168K +6,625 New
FDS
30
First Dallas Securities
Texas
$210K -$25.4K -1,000 -11%
Bank of America
31
Bank of America
North Carolina
$185K
UBS Group
32
UBS Group
Switzerland
$178K -$24.3K -958 -12%
Morgan Stanley
33
Morgan Stanley
New York
$136K
WHG
34
Westwood Holdings Group
Texas
$103K +$76.2K +3,000 +250%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$55K
VEA
36
Virtus ETF Advisers
New York
$55K +$31.5K +1,238 +125%
JGIA
37
Jackson Grant Investment Advisers
Connecticut
$29K +$559 +22 +2%
WT
38
Whittier Trust
California
$25K
AG
39
Advisor Group
Arizona
$20K -$25.4K -1,000 -56%
IA
40
IFP Advisors
Florida
$15K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$13K
APA
42
American Portfolios Advisors
New York
$12.4K
BFEC
43
Benjamin F. Edwards & Company
Missouri
$12K
MWM
44
Mascoma Wealth Management
New Hampshire
$5K
N
45
Nuveen
North Carolina
$3K
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$1K
JP Morgan Chase
47
JP Morgan Chase
New York
-$843K -32,457 Closed
PCM
48
Prelude Capital Management
New York
-$371K -14,256 Closed

RLJ.PRA Hedge Fund Activity: Q4 2018 in Review

44 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) for Q4 2018, worth a combined $198M — down 3.7% from $205M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RLJ.PRA positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was Chartwell Investment Partners, adding an estimated $10.4M. The largest seller was Indaba Capital Management, cutting an estimated $10.3M.

  • 44 institutional investors held RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) as of Q4 2018, up from 42 in Q3 2018.
  • Funds reported $198M of RLJ Lodging Trust $1.95 Series A Preferred Stock stock for Q4 2018, down 3.7% quarter-over-quarter.
  • 4 funds opened new RLJ Lodging Trust $1.95 Series A Preferred Stock positions in Q4 2018 and 2 closed out, a net change of +2 holders.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock buyer in Q4 2018 was Chartwell Investment Partners, an estimated $10.4M added.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock seller in Q4 2018 was Indaba Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2018.