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RLJ Lodging Trust

195 hedge funds and large institutions have $2.99B invested in RLJ Lodging Trust in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $2.69B → $2.99B (+$304M)

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

4.77% less ownership

Funds ownership: 102.95%98.18% (-4.8%)

5% less funds holding

Funds holding: 205195 (-10)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

74% less call options, than puts

Call options by funds: $184K | Put options by funds: $701K

Holders
195
Holders Change
-10
Holders Change %
-4.88%
% of All Funds
4.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
77
Reduced
76
Closed
27
Calls
$184K
Puts
$701K
Net Calls
-$517K
Net Calls Change
-$124K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$472M -$34.1K -1,549 -0%
Goldman Sachs
2
Goldman Sachs
New York
$348M +$35.6M +1,614,471 +13%
Invesco
3
Invesco
Georgia
$234M +$16M +725,007 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$206M -$14.1M -639,826 -7%
LIMS
5
Lasalle Investment Management Securities
Maryland
$170M -$10.2M -462,231 -6%
State Street
6
State Street
Massachusetts
$130M -$23.3M -1,054,997 -17%
JP Morgan Chase
7
JP Morgan Chase
New York
$127M +$3.18M +144,132 +3%
BIT
8
BlackRock Institutional Trust
California
$113M -$11.3M -512,773 -10%
BFA
9
BlackRock Fund Advisors
California
$109M +$11.6M +526,620 +13%
Northern Trust
10
Northern Trust
Illinois
$95.8M -$2.83M -128,356 -3%
Fisher Asset Management
11
Fisher Asset Management
Washington
$66.1M +$1.85M +84,136 +3%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$50.9M -$51.8M -2,350,143 -53%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$47.6M +$22.2M +1,006,350 +107%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$42M -$204K -9,238 -0.5%
Morgan Stanley
15
Morgan Stanley
New York
$41.4M +$4.57M +207,461 +14%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$38.7M +$4.13M +187,429 +13%
Bank of America
17
Bank of America
North Carolina
$37.2M -$1.2M -54,630 -3%
ACM
18
AEW Capital Management
Massachusetts
$36.7M -$3.95M -179,200 -11%
Charles Schwab
19
Charles Schwab
California
$33.4M +$1.55M +70,404 +5%
DPIM
20
Duff & Phelps Investment Management
Illinois
$33.2M -$4.64M -210,665 -13%
Norges Bank
21
Norges Bank
Norway
$31.6M +$588K +26,660 +2%
BG
22
BlackRock Group
United Kingdom
$24.9M -$3.02M -137,165 -12%
TA
23
Teachers Advisors
New York
$23.8M +$8.07M +366,304 +60%
Teacher Retirement System of Texas
24
Teacher Retirement System of Texas
Texas
$17.4M -$71.7K -3,253 -0.5%
Prudential Financial
25
Prudential Financial
New Jersey
$16.9M +$2.89M +130,900 +23%

RLJ Hedge Fund Activity: Q4 2016 in Review

195 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust (RLJ) for Q4 2016, worth a combined $2.99B — up 11% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of RLJ and 21 opened new positions — a net loss of 6 holders — while 76 trimmed existing stakes and 77 added.

The largest buyer was Goldman Sachs, adding an estimated $35.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $51.8M.

  • 195 institutional investors held RLJ Lodging Trust (RLJ) as of Q4 2016, down from 205 in Q3 2016.
  • Funds reported $2.99B of RLJ Lodging Trust stock for Q4 2016, up 11% quarter-over-quarter.
  • 21 funds opened new RLJ Lodging Trust positions in Q4 2016 and 27 closed out, a net change of -6 holders.
  • The largest RLJ Lodging Trust buyer in Q4 2016 was Goldman Sachs, an estimated $35.6M added.
  • The largest RLJ Lodging Trust seller in Q4 2016 was T. Rowe Price Associates, an estimated $51.8M sold.

Based on aggregated 13F filings for Q4 2016.