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RLJ Lodging Trust $1.95 Series A Preferred Stock

44 hedge funds and large institutions have $163M invested in RLJ Lodging Trust $1.95 Series A Preferred Stock in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

0% more funds holding

Funds holding: 4444 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% less capital invested

Capital invested by funds: $164M → $163M (-$667K)

1.95% less ownership

Funds ownership: 48.59%46.65% (-1.9%)

Holders
44
Holders Change
Holders Change %
0%
% 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
4
Increased
14
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$30.1M -$3.28M -122,139 -10%
Allianz Asset Management
2
Allianz Asset Management
Germany
$29.9M
FM
3
Forward Management
California
$15.5M -$677K -25,198 -4%
Citigroup
4
Citigroup
New York
$14.2M -$80.6K -3,000 -0.6%
WSL
5
Western Standard LLC
California
$12.2M -$150K -5,600 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$6.2M
First Trust Advisors
7
First Trust Advisors
Illinois
$6.02M -$173K -6,458 -3%
ACM
8
Advisors Capital Management
New Jersey
$5.75M +$112K +4,183 +2%
Cohen & Steers
9
Cohen & Steers
New York
$5.68M +$1.73M +64,366 +44%
Goldman Sachs
10
Goldman Sachs
New York
$4.68M -$37.5K -1,395 -0.8%
REMS
11
Real Estate Management Services
$4.18M -$193K -7,200 -4%
VanEck Associates
12
VanEck Associates
New York
$3.8M +$318K +11,848 +9%
EIA
13
Edgemoor Investment Advisors
Maryland
$3.73M -$28.3K -1,053 -0.8%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$3.46M +$658K +24,500 +24%
RA
15
RMR Advisors
Massachusetts
$2.59M
Impax Asset Management Group
16
Impax Asset Management Group
United Kingdom
$2.16M +$577K +21,500 +37%
GAMA
17
Graticule Asia Macro Advisors
New York
$1.93M
Wells Fargo
18
Wells Fargo
California
$1.14M +$4.13K +154 +0.4%
ZA
19
Zazove Associates
Nevada
$1.05M -$1.04M -38,630 Closed
RJA
20
Raymond James & Associates
Florida
$994K -$26K -967 -3%
Daiwa Securities Group
21
Daiwa Securities Group
Japan
$971K +$966K +35,989 New
KIA
22
KCM Investment Advisors
California
$944K +$117K +4,364 +14%
PHAM
23
Pacific Heights Asset Management
California
$810K +$806K +30,000 New
FFA
24
First Foundation Advisors
California
$730K -$220K -8,187 -23%
WS
25
Wedbush Securities
California
$693K

RLJ.PRA Hedge Fund Activity: Q3 2019 in Review

44 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) for Q3 2019, worth a combined $163M — down 0.41% from $164M a quarter earlier.

Fund positioning in RLJ.PRA was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 11 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.73M. The largest seller was LDR Capital Management, exiting entirely with an estimated $4.88M sold.

  • 44 institutional investors held RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $163M of RLJ Lodging Trust $1.95 Series A Preferred Stock stock for Q3 2019, down 0.41% quarter-over-quarter.
  • 4 funds opened new RLJ Lodging Trust $1.95 Series A Preferred Stock positions in Q3 2019 and 4 closed out, a net change of 0 holders.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock buyer in Q3 2019 was Cohen & Steers, an estimated $1.73M added.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock seller in Q3 2019 was LDR Capital Management, an estimated $4.88M sold.

Based on aggregated 13F filings for Q3 2019.