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RLJ Lodging Trust

188 hedge funds and large institutions have $3.86B invested in RLJ Lodging Trust in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 67 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 67

0.18% less ownership

Funds ownership: 100.3%100.12% (-0.18%)

7% less capital invested

Capital invested by funds: $4.15B → $3.86B (-$290M)

7% less funds holding

Funds holding: 203188 (-15)

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

68% less call options, than puts

Call options by funds: $223K | Put options by funds: $688K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
188
Holders Change
-15
Holders Change %
-7.39%
% of All Funds
5.07%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
80
Reduced
67
Closed
33
Calls
$223K
Puts
$688K
Net Calls
-$465K
Net Calls Change
-$464K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$564M -$15.1M -497,613 -3%
Invesco
2
Invesco
Georgia
$250M -$10.6M -349,169 -4%
Goldman Sachs
3
Goldman Sachs
New York
$249M +$63.3M +2,081,420 +33%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$230M +$29.5M +968,995 +14%
BIT
5
BlackRock Institutional Trust
California
$186M +$11.5M +379,671 +6%
LIMS
6
Lasalle Investment Management Securities
Maryland
$171M +$9.48M +311,890 +6%
JP Morgan Chase
7
JP Morgan Chase
New York
$118M -$1.99M -65,388 -2%
BFA
8
BlackRock Fund Advisors
California
$116M -$11.8M -386,899 -9%
Northern Trust
9
Northern Trust
Illinois
$114M +$6.54M +215,132 +6%
State Street
10
State Street
Massachusetts
$99M +$10.1M +330,856 +11%
SAMC
11
Shinko Asset Management Company
Japan
$98.9M -$4.38M -143,970 -4%
GE
12
General Electric
Ohio
$89.4M
Fisher Asset Management
13
Fisher Asset Management
Washington
$78.4M +$11.3M +372,675 +16%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$69.1M +$1.19M +39,131 +2%
DPIM
15
Duff & Phelps Investment Management
Illinois
$56.9M +$1.73M +56,950 +3%
AllianceBernstein
16
AllianceBernstein
Tennessee
$55.5M +$27.4M +899,591 +93%
ACM
17
AEW Capital Management
Massachusetts
$53.4M +$617K +20,300 +1%
American Century Companies
18
American Century Companies
Missouri
$52.5M +$27.8M +914,872 +108%
Teacher Retirement System of Texas
19
Teacher Retirement System of Texas
Texas
$48.6M +$2.88M +94,762 +6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$47.6M +$1.36M +44,754 +3%
Prudential Financial
21
Prudential Financial
New Jersey
$46.9M -$30.2M -992,270 -39%
BG
22
BlackRock Group
United Kingdom
$44M +$7.01M +230,494 +18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$42.6M +$12.8M +421,906 +42%
AAMU
24
APG Asset Management US
New York
$42.3M +$43.2M +1,420,500 New
AL
25
AJO LP
Pennsylvania
$42M -$7.98M -262,340 -16%

RLJ Hedge Fund Activity: Q2 2015 in Review

188 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust (RLJ) for Q2 2015, worth a combined $3.86B — down 7% from $4.15B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of RLJ and 18 opened new positions — a net loss of 15 holders — while 67 trimmed existing stakes and 80 added.

The largest buyer was Goldman Sachs, adding an estimated $63.3M. The largest seller was Deutsche Bank, cutting an estimated $59.8M.

  • 188 institutional investors held RLJ Lodging Trust (RLJ) as of Q2 2015, down from 203 in Q1 2015.
  • Funds reported $3.86B of RLJ Lodging Trust stock for Q2 2015, down 7% quarter-over-quarter.
  • 18 funds opened new RLJ Lodging Trust positions in Q2 2015 and 33 closed out, a net change of -15 holders.
  • The largest RLJ Lodging Trust buyer in Q2 2015 was Goldman Sachs, an estimated $63.3M added.
  • The largest RLJ Lodging Trust seller in Q2 2015 was Deutsche Bank, an estimated $59.8M sold.

Based on aggregated 13F filings for Q2 2015.