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RLJ Lodging Trust

191 hedge funds and large institutions have $4.01B invested in RLJ Lodging Trust in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% less ownership

Funds ownership: 107.53%106.62% (-0.91%)

1% less capital invested

Capital invested by funds: $4.07B → $4.01B (-$60.3M)

4% less funds holding

Funds holding: 198191 (-7)

20% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 82

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
191
Holders Change
-7
Holders Change %
-3.54%
% of All Funds
5.54%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
17
Increased
66
Reduced
82
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$525M +$9.35M +320,314 +2%
Invesco
2
Invesco
Georgia
$377M +$38.9M +1,334,494 +11%
LIMS
3
Lasalle Investment Management Securities
Maryland
$157M +$12.6M +432,280 +8%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$133M +$2.48M +84,800 +2%
Cohen & Steers
5
Cohen & Steers
New York
$130M
JP Morgan Chase
6
JP Morgan Chase
New York
$128M -$2.6M -89,039 -2%
BIT
7
BlackRock Institutional Trust
California
$123M -$3.62M -124,074 -3%
Goldman Sachs
8
Goldman Sachs
New York
$123M +$20M +685,660 +19%
SAMC
9
Shinko Asset Management Company
Japan
$120M -$1.55M -53,100 -1%
N
10
Nuveen
North Carolina
$115M -$4.55M -155,972 -4%
BFA
11
BlackRock Fund Advisors
California
$106M -$6.66M -228,224 -6%
CGM
12
Capital Growth Management
Massachusetts
$101M -$2.04M -70,000 -2%
Deutsche Bank
13
Deutsche Bank
Germany
$90.5M +$19.6M +671,912 +27%
Northern Trust
14
Northern Trust
Illinois
$88.8M +$3.93M +134,748 +5%
GE
15
General Electric
Ohio
$85.5M
State Street
16
State Street
Massachusetts
$83.5M -$697K -23,877 -0.8%
ACI
17
AMP Capital Investors
Australia
$64.9M -$11.9M -406,100 -15%
Teacher Retirement System of Texas
18
Teacher Retirement System of Texas
Texas
$64.7M +$97.7K +3,349 +0.1%
AL
19
AJO LP
Pennsylvania
$56.1M -$4.64M -159,080 -7%
TA
20
Teachers Advisors
New York
$55.4M -$50.2K -1,720 -0.1%
Fisher Asset Management
21
Fisher Asset Management
Washington
$53.5M -$276K -9,470 -0.5%
ACM
22
Adelante Capital Management
California
$53M +$3.4M +116,649 +7%
ACM
23
AEW Capital Management
Massachusetts
$47.7M -$2.99M -102,400 -6%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$46.2M +$207K +7,107 +0.4%
SCRM
25
Security Capital Research & Management
Illinois
$46.2M +$15.3M +523,116 +48%

RLJ Hedge Fund Activity: Q3 2014 in Review

191 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust (RLJ) for Q3 2014, worth a combined $4.01B — down 1.5% from $4.07B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of RLJ and 17 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 66 added.

The largest buyer was Invesco, adding an estimated $38.9M. The largest seller was Norges Bank, cutting an estimated $26.9M.

  • 191 institutional investors held RLJ Lodging Trust (RLJ) as of Q3 2014, down from 198 in Q2 2014.
  • Funds reported $4.01B of RLJ Lodging Trust stock for Q3 2014, down 1.5% quarter-over-quarter.
  • 17 funds opened new RLJ Lodging Trust positions in Q3 2014 and 24 closed out, a net change of -7 holders.
  • The largest RLJ Lodging Trust buyer in Q3 2014 was Invesco, an estimated $38.9M added.
  • The largest RLJ Lodging Trust seller in Q3 2014 was Norges Bank, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2014.