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RLJ Lodging Trust

182 hedge funds and large institutions have $3.34B invested in RLJ Lodging Trust in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.36% more ownership

Funds ownership: 100.12%102.48% (+2.4%)

3% less funds holding

Funds holding: 188182 (-6)

13% less capital invested

Capital invested by funds: $3.86B → $3.34B (-$519M)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

22% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 79

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $248K

Holders
182
Holders Change
-6
Holders Change %
-3.19%
% of All Funds
5.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
62
Reduced
79
Closed
26
Calls
Puts
$248K
Net Calls
-$248K
Net Calls Change
+$217K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$472M -$7.23M -251,018 -1%
Goldman Sachs
2
Goldman Sachs
New York
$266M +$62.9M +2,180,725 +26%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$230M +$39.5M +1,372,012 +18%
Invesco
4
Invesco
Georgia
$222M +$11.4M +396,569 +5%
BIT
5
BlackRock Institutional Trust
California
$156M -$1.69M -58,679 -0.9%
LIMS
6
Lasalle Investment Management Securities
Maryland
$127M -$20.7M -717,392 -12%
State Street
7
State Street
Massachusetts
$115M +$35.6M +1,236,379 +37%
Northern Trust
8
Northern Trust
Illinois
$100M +$4.25M +147,602 +4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$98.8M +$45.8M +1,587,818 +68%
JP Morgan Chase
10
JP Morgan Chase
New York
$96.8M -$3.56M -123,632 -3%
BFA
11
BlackRock Fund Advisors
California
$95.2M -$3.79M -131,454 -3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$91.6M +$50.7M +1,760,803 +95%
SAMC
13
Shinko Asset Management Company
Japan
$85M +$1.27M +43,900 +1%
GE
14
General Electric
Ohio
$75.9M
Fisher Asset Management
15
Fisher Asset Management
Washington
$64.3M -$2.62M -90,767 -3%
DPIM
16
Duff & Phelps Investment Management
Illinois
$48.1M -$222K -7,700 -0.4%
AAMU
17
APG Asset Management US
New York
$48M +$13.8M +478,500 +34%
American Century Companies
18
American Century Companies
Missouri
$47.6M +$3.48M +120,751 +7%
ACM
19
AEW Capital Management
Massachusetts
$43.4M -$2.2M -76,457 -4%
Bank of America
20
Bank of America
North Carolina
$42.5M +$8.85M +307,020 +22%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$42.3M +$2.18M +75,582 +5%
BG
22
BlackRock Group
United Kingdom
$36.4M -$1.13M -39,090 -3%
Teacher Retirement System of Texas
23
Teacher Retirement System of Texas
Texas
$36.2M -$5.8M -201,101 -12%
AL
24
AJO LP
Pennsylvania
$35.5M -$96.8K -3,359 -0.2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$31.4M -$5.5M -190,669 -13%

RLJ Hedge Fund Activity: Q3 2015 in Review

182 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust (RLJ) for Q3 2015, worth a combined $3.34B — down 13% from $3.86B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of RLJ and 21 opened new positions — a net loss of 5 holders — while 79 trimmed existing stakes and 62 added.

The largest buyer was Goldman Sachs, adding an estimated $62.9M. The largest seller was Nuveen, cutting an estimated $26.7M.

  • 182 institutional investors held RLJ Lodging Trust (RLJ) as of Q3 2015, down from 188 in Q2 2015.
  • Funds reported $3.34B of RLJ Lodging Trust stock for Q3 2015, down 13% quarter-over-quarter.
  • 21 funds opened new RLJ Lodging Trust positions in Q3 2015 and 26 closed out, a net change of -5 holders.
  • The largest RLJ Lodging Trust buyer in Q3 2015 was Goldman Sachs, an estimated $62.9M added.
  • The largest RLJ Lodging Trust seller in Q3 2015 was Nuveen, an estimated $26.7M sold.

Based on aggregated 13F filings for Q3 2015.