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RLJ Lodging Trust $1.95 Series A Preferred Stock

44 hedge funds and large institutions have $164M invested in RLJ Lodging Trust $1.95 Series A Preferred Stock in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $153M → $164M (+$10.7M)

5% more funds holding

Funds holding: 4244 (+2)

1.63% more ownership

Funds ownership: 46.97%48.59% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
7
Increased
18
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32.3M -$2.29M -88,649 -7%
Allianz Asset Management
2
Allianz Asset Management
Germany
$29M
FM
3
Forward Management
California
$15.7M -$361K -14,000 -2%
Citigroup
4
Citigroup
New York
$13.9M +$13.7M +530,671 New
WSL
5
Western Standard LLC
California
$12M +$49K +1,900 +0.4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$6.08M
First Trust Advisors
7
First Trust Advisors
Illinois
$6.01M +$5.92M +229,490 New
ACM
8
Advisors Capital Management
New Jersey
$5.46M +$71K +2,756 +1%
LCM
9
LDR Capital Management
New York
$4.88M +$825K +31,988 +21%
Goldman Sachs
10
Goldman Sachs
New York
$4.58M +$1.59M +61,508 +54%
REMS
11
Real Estate Management Services
$4.24M -$407K -15,800 -9%
Cohen & Steers
12
Cohen & Steers
New York
$3.83M -$387K -15,000 -9%
EIA
13
Edgemoor Investment Advisors
Maryland
$3.64M -$161K -6,250 -4%
VanEck Associates
14
VanEck Associates
New York
$3.37M -$128K -4,955 -4%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$2.72M +$2.14M +83,029 +398%
RA
16
RMR Advisors
Massachusetts
$2.52M
GAMA
17
Graticule Asia Macro Advisors
New York
$1.87M +$1.84M +71,400 New
ICA
18
Infrastructure Capital Advisors
New York
$1.65M +$1.09M +42,295 +203%
Impax Asset Management Group
19
Impax Asset Management Group
United Kingdom
$1.53M
Wells Fargo
20
Wells Fargo
California
$1.1M +$51.2K +1,988 +5%
ZA
21
Zazove Associates
Nevada
$1.02M +$996K +38,630 New
RJA
22
Raymond James & Associates
Florida
$990K +$31.6K +1,225 +3%
FFA
23
First Foundation Advisors
California
$922K +$12.1K +469 +1%
KIA
24
KCM Investment Advisors
California
$801K +$18K +700 +2%
WS
25
Wedbush Securities
California
$672K +$3.89K +151 +0.6%

RLJ.PRA Hedge Fund Activity: Q2 2019 in Review

44 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) for Q2 2019, worth a combined $164M — up 7% from $153M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new RLJ.PRA positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Citigroup, opening a new position worth an estimated $13.7M. The largest seller was Chartwell Investment Partners, exiting entirely with an estimated $17.3M sold.

  • 44 institutional investors held RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) as of Q2 2019, up from 42 in Q1 2019.
  • Funds reported $164M of RLJ Lodging Trust $1.95 Series A Preferred Stock stock for Q2 2019, up 7% quarter-over-quarter.
  • 7 funds opened new RLJ Lodging Trust $1.95 Series A Preferred Stock positions in Q2 2019 and 4 closed out, a net change of +3 holders.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock buyer in Q2 2019 was Citigroup, an estimated $13.7M added.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock seller in Q2 2019 was Chartwell Investment Partners, an estimated $17.3M sold.

Based on aggregated 13F filings for Q2 2019.