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RLJ Lodging Trust $1.95 Series A Preferred Stock

56 hedge funds and large institutions have $178M invested in RLJ Lodging Trust $1.95 Series A Preferred Stock in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more funds holding

Funds holding: 4456 (+12)

9% more capital invested

Capital invested by funds: $163M → $178M (+$15.2M)

1.7% more ownership

Funds ownership: 46.65%48.34% (+1.7%)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
56
Holders Change
+12
Holders Change %
+27.27%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
13
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$31.8M
BlackRock
2
BlackRock
New York
$29.2M -$2.75M -98,382 -9%
FM
3
Forward Management
California
$16.1M -$413K -14,802 -3%
Citigroup
4
Citigroup
New York
$15.1M
WSL
5
Western Standard LLC
California
$12.3M -$195K -7,000 -2%
ACM
6
Advisors Capital Management
New Jersey
$7.57M +$1.41M +50,608 +24%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$6.33M
First Trust Advisors
8
First Trust Advisors
Illinois
$6.25M -$148K -5,289 -2%
OAM
9
Orinda Asset Management
California
$5.75M +$5.6M +200,400 New
Goldman Sachs
10
Goldman Sachs
New York
$5.46M +$471K +16,869 +10%
Cohen & Steers
11
Cohen & Steers
New York
$4.99M -$1.03M -36,902 -18%
REMS
12
Real Estate Management Services
$4.44M
VanEck Associates
13
VanEck Associates
New York
$4.19M +$146K +5,227 +4%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$4.05M +$352K +12,603 +10%
EIA
15
Edgemoor Investment Advisors
Maryland
$3.96M +$2.26K +81 +0.1%
RA
16
RMR Advisors
Massachusetts
$2.76M
Impax Asset Management Group
17
Impax Asset Management Group
United Kingdom
$2.3M
GAMA
18
Graticule Asia Macro Advisors
New York
$2.05M
Wells Fargo
19
Wells Fargo
California
$1.2M -$7.79K -279 -0.7%
ZA
20
Zazove Associates
Nevada
$1.13M +$1.09M +39,087 New
RJA
21
Raymond James & Associates
Florida
$1.09M +$30.4K +1,087 +3%
KIA
22
KCM Investment Advisors
California
$999K -$5.58K -200 -0.6%
Daiwa Securities Group
23
Daiwa Securities Group
Japan
$976K -$55.9K -2,000 -6%
PHAM
24
Pacific Heights Asset Management
California
$861K
FFA
25
First Foundation Advisors
California
$742K -$34K -1,217 -4%

RLJ.PRA Hedge Fund Activity: Q4 2019 in Review

56 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) for Q4 2019, worth a combined $178M — up 9.3% from $163M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new RLJ.PRA positions and 1 closed out — a net gain of 12 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Orinda Asset Management, opening a new position worth an estimated $5.6M. The largest seller was BlackRock, cutting an estimated $2.75M.

  • 56 institutional investors held RLJ Lodging Trust $1.95 Series A Preferred Stock (RLJ.PRA) as of Q4 2019, up from 44 in Q3 2019.
  • Funds reported $178M of RLJ Lodging Trust $1.95 Series A Preferred Stock stock for Q4 2019, up 9.3% quarter-over-quarter.
  • 13 funds opened new RLJ Lodging Trust $1.95 Series A Preferred Stock positions in Q4 2019 and 1 closed out, a net change of +12 holders.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock buyer in Q4 2019 was Orinda Asset Management, an estimated $5.6M added.
  • The largest RLJ Lodging Trust $1.95 Series A Preferred Stock seller in Q4 2019 was BlackRock, an estimated $2.75M sold.

Based on aggregated 13F filings for Q4 2019.