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RLJ Lodging Trust

186 hedge funds and large institutions have $2.82B invested in RLJ Lodging Trust in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 74 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.99% more ownership

Funds ownership: 102.41%105.4% (+3%)

6% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 70

3% less capital invested

Capital invested by funds: $2.9B → $2.82B (-$79.8M)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 189186 (-3)

59% less call options, than puts

Call options by funds: $240K | Put options by funds: $582K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
186
Holders Change
-3
Holders Change %
-1.59%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
74
Reduced
70
Closed
21
Calls
$240K
Puts
$582K
Net Calls
-$342K
Net Calls Change
-$342K
Name Holding Trade Value Shares
Change
Change in
Stake
HW
151
Hancock Whitney
Mississippi
$226K +$224K +10,550 New
PA
152
Profund Advisors
Maryland
$225K +$9.55K +449 +4%
M&T Bank
153
M&T Bank
New York
$219K -$38.8K -1,824 -15%
AIP
154
Ameritas Investment Partners
Nebraska
$207K
Fuller & Thaler Asset Management
155
Fuller & Thaler Asset Management
California
$176K +$174K +8,200 New
H
156
Hexavest
Quebec, Canada
$152K
IPC
157
Independent Portfolio Consultants
Florida
$134K +$426 +20 +0.3%
KCMRT
158
Kemper Corp Master Retirement Trust
Illinois
$127K +$126K +5,925 New
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$126K +$123K +5,791 +5,849%
PG
160
PEAK6 Group
Illinois
$123K +$122K +5,747 New
HIM
161
Hillsdale Investment Management
Ontario, Canada
$109K +$109K +5,100 New
Daiwa Securities Group
162
Daiwa Securities Group
Japan
$97K +$2.13K +100 +2%
Lazard Asset Management
163
Lazard Asset Management
New York
$75K
FMT
164
First Mercantile Trust
Tennessee
$70K -$3.19K -150 -4%
AIM
165
Acrospire Investment Management
Illinois
$51K -$27.7K -1,300 -35%
WTB
166
Washington Trust Bank
Washington
$39K
FCM
167
Frontier Capital Management
Massachusetts
$37K +$6.45K +303 +21%
IA
168
IFP Advisors
Florida
$34K +$33.6K +1,580 +8,778%
US Bancorp
169
US Bancorp
Minnesota
$30K +$28K +1,316 +2,924%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$28K +$9.89K +465 +55%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$26K
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$25K -$11.7K -549 -32%
CCA
173
Checchi Capital Advisers
California
$18K -$15.7K -740 -47%
PCM
174
Penserra Capital Management
California
$18K
WAM
175
Wealthspire Advisors (Maryland)
Maryland
$17K

RLJ Hedge Fund Activity: Q2 2016 in Review

186 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust (RLJ) for Q2 2016, worth a combined $2.82B — down 2.7% from $2.9B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of RLJ and 20 opened new positions — a net loss of 1 holder — while 70 trimmed existing stakes and 74 added.

The largest buyer was Deutsche Bank, adding an estimated $53.9M. The largest seller was AllianceBernstein, cutting an estimated $52.5M.

  • 186 institutional investors held RLJ Lodging Trust (RLJ) as of Q2 2016, down from 189 in Q1 2016.
  • Funds reported $2.82B of RLJ Lodging Trust stock for Q2 2016, down 2.7% quarter-over-quarter.
  • 20 funds opened new RLJ Lodging Trust positions in Q2 2016 and 21 closed out, a net change of -1 holder.
  • The largest RLJ Lodging Trust buyer in Q2 2016 was Deutsche Bank, an estimated $53.9M added.
  • The largest RLJ Lodging Trust seller in Q2 2016 was AllianceBernstein, an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2016.