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RLJ Lodging Trust

199 hedge funds and large institutions have $1.7B invested in RLJ Lodging Trust in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

24,025% more call options, than puts

Call options by funds: $2.9M | Put options by funds: $12K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

23% more capital invested

Capital invested by funds: $1.38B → $1.7B (+$314M)

4% more funds holding

Funds holding: 192199 (+7)

3.19% more ownership

Funds ownership: 89.67%92.87% (+3.2%)

19% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 78

Holders
199
Holders Change
+7
Holders Change %
+3.65%
% of All Funds
2.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
63
Reduced
78
Closed
23
Calls
$2.9M
Puts
$12K
Net Calls
+$2.88M
Net Calls Change
+$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
176
Planning Capital Management Corporation
Pennsylvania
$13.7K +$12.1K +1,166 New
PWMG
177
Private Wealth Management Group
New Jersey
$10.7K +$9.53K +917 New
S
178
SignatureFD
Georgia
$10.4K -$156 -15 -2%
Osaic Holdings
179
Osaic Holdings
Arizona
$9.43K +$1.4K +135 +20%
ASN
180
Advisory Services Network
Georgia
$7.62K +$6.75K +650 New
PTC
181
Private Trust Company
Ohio
$6.38K
QCG
182
Quadrant Capital Group
Ohio
$5.77K -$1.4K -135 -22%
HNB
183
Huntington National Bank
Ohio
$5.37K +$4.76K +458 New
PA
184
Parallel Advisors
California
$4.27K +$31 +3 +0.8%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$4.21K +$322 +31 +9%
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.36K +227 New
RTL
187
Red Tortoise LLC
Georgia
$2.39K
NS
188
NBC Securities
Alabama
$2K
BTI
189
Blue Trust Inc
Georgia
$2K +$1.95K +188 New
GRP
190
Global Retirement Partners
California
$1.94K
Barrow, Hanley, Mewhinney & Strauss
191
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.79K
GWS
192
Glassman Wealth Services
Virginia
$1.09K
Loomis, Sayles & Company
193
Loomis, Sayles & Company
Massachusetts
$1K
GI
194
GAMMA Investing
California
$637 +$571 +55 New
EWA
195
EverSource Wealth Advisors
Alabama
$598
FFA
196
Farther Finance Advisors
California
$445 +$218 +21 +124%
AF
197
Allworth Financial
California
$387 -$156 -15 -31%
RIL
198
Rothschild Investment LLC
Illinois
$12 +$10 +1 New
HVCM
199
HG Vora Capital Management
New York
-$31.8M -3,250,000 Closed
CIMLRA
200
CBRE Investment Management Listed Real Assets
Pennsylvania
-$1.52M -155,161 Closed

RLJ Hedge Fund Activity: Q4 2023 in Review

199 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust (RLJ) for Q4 2023, worth a combined $1.7B — up 23% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RLJ positions and 23 closed out — a net gain of 9 holders — while 63 added to existing stakes and 78 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $36.1M. The largest seller was HG Vora Capital Management, exiting entirely with an estimated $31.8M sold.

  • 199 institutional investors held RLJ Lodging Trust (RLJ) as of Q4 2023, up from 192 in Q3 2023.
  • Funds reported $1.7B of RLJ Lodging Trust stock for Q4 2023, up 23% quarter-over-quarter.
  • 32 funds opened new RLJ Lodging Trust positions in Q4 2023 and 23 closed out, a net change of +9 holders.
  • The largest RLJ Lodging Trust buyer in Q4 2023 was Arrowstreet Capital, an estimated $36.1M added.
  • The largest RLJ Lodging Trust seller in Q4 2023 was HG Vora Capital Management, an estimated $31.8M sold.

Based on aggregated 13F filings for Q4 2023.