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RLJ Lodging Trust $1.95 Series A Preferred Stock

48 hedge funds and large institutions have $131M invested in RLJ Lodging Trust $1.95 Series A Preferred Stock in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

20% more capital invested

Capital invested by funds: $109M → $131M (+$21.6M)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.81% less ownership

Funds ownership: 48.36%46.55% (-1.8%)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.98%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.1%
New
5
Increased
11
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
26
First Foundation Advisors
California
$545K -$4.99K -239 -1%
WS
27
Wedbush Securities
California
$517K -$12K -574 -2%
DI
28
Diligent Investors
California
$466K +$2.09K +100 +0.5%
RJA
29
Raymond James & Associates
Florida
$452K -$323K -15,487 -43%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$358K +$341K +16,335 New
Jane Street
31
Jane Street
New York
$335K +$319K +15,307 New
QCIG
32
Quad-Cities Investment Group
Iowa
$314K +$355 +17 +0.1%
HCM
33
Hodges Capital Management
Texas
$312K
LPL Financial
34
LPL Financial
California
$277K +$20.9K +1,000 +9%
Morgan Stanley
35
Morgan Stanley
New York
$277K +$28.3K +1,356 +12%
SG Americas Securities
36
SG Americas Securities
New York
$219K
GWS
37
Glassman Wealth Services
Virginia
$176K -$48.1K -2,304 -22%
Osaic Holdings
38
Osaic Holdings
Arizona
$79K -$20.9K -1,000 -22%
WT
39
Whittier Trust
California
$65K +$12K +574 +24%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$46K -$2.32K -111 -5%
ETI
41
Enterprise Trust & Investment
California
$44K
Daiwa Securities Group
42
Daiwa Securities Group
Japan
$32K
JGIA
43
Jackson Grant Investment Advisers
Connecticut
$29K +$626 +30 +2%
FHA
44
Flagship Harbor Advisors
Massachusetts
$24K
SFS
45
Sowell Financial Services
Arkansas
$14K +$3.13K +150 +30%
APA
46
American Portfolios Advisors
New York
$12.7K
PAG
47
Private Advisor Group
New Jersey
$12K +$11.7K +559 New
UBS Group
48
UBS Group
Switzerland
$10K -$57.4K -2,752 -86%
First Trust Advisors
49
First Trust Advisors
Illinois
-$3.58M -204,620 Closed
GAMA
50
Graticule Asia Macro Advisors
New York
-$1.25M -71,400 Closed

RLJ.PRA Hedge Fund Activity: Q2 2020 in Review

48 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) for Q2 2020, worth a combined $131M — up 20% from $109M a quarter earlier.

Fund positioning in RLJ.PRA was balanced in Q2 2020: 5 funds opened new positions, 5 closed out, 11 added to existing stakes and 18 trimmed.

The largest buyer was Newtyn Management, opening a new position worth an estimated $9.7M. The largest seller was Citigroup, cutting an estimated $7.57M.

  • 48 institutional investors held RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $131M of RLJ Lodging Trust $1.95 Series A Preferred Stock stock for Q2 2020, up 20% quarter-over-quarter.
  • 5 funds opened new RLJ Lodging Trust $1.95 Series A Preferred Stock positions in Q2 2020 and 5 closed out, a net change of 0 holders.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock buyer in Q2 2020 was Newtyn Management, an estimated $9.7M added.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock seller in Q2 2020 was Citigroup, an estimated $7.57M sold.

Based on aggregated 13F filings for Q2 2020.