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RLJ Lodging Trust

208 hedge funds and large institutions have $1.49B invested in RLJ Lodging Trust in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 52 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

33,700% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $7K

63% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 52

17% more capital invested

Capital invested by funds: $1.27B → $1.49B (+$222M)

14% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 36

6.07% more ownership

Funds ownership: 89.22%95.3% (+6.1%)

2% more funds holding

Funds holding: 204208 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
208
Holders Change
+4
Holders Change %
+1.96%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
85
Reduced
52
Closed
36
Calls
$2.37M
Puts
$7K
Net Calls
+$2.36M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$242M -$8.36M -860,871 -4%
BlackRock
2
BlackRock
New York
$223M +$2.11M +217,381 +1%
State Street
3
State Street
Massachusetts
$79.5M +$2.7M +278,480 +4%
Goldman Sachs
4
Goldman Sachs
New York
$64.8M +$2.84M +292,220 +5%
H2CM
5
H/2 Credit Manager
Connecticut
$64.4M
DSC
6
Donald Smith & Co
New York
$58.8M +$8.75M +901,111 +19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$39.4M -$652K -67,158 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$39M -$13.1M -1,350,606 -26%
Charles Schwab
9
Charles Schwab
California
$37.7M +$958K +98,673 +3%
Fisher Asset Management
10
Fisher Asset Management
Washington
$34M +$2.26M +232,393 +7%
Allianz Asset Management
11
Allianz Asset Management
Germany
$33.2M +$29.6K +3,051 +0.1%
PCM
12
Palisade Capital Management
New Jersey
$31.2M +$5.89M +606,493 +25%
BNP Paribas Asset Management
13
BNP Paribas Asset Management
France
$28.8M +$8.05M +828,928 +42%
UBS Group
14
UBS Group
Switzerland
$25.3M +$23M +2,371,541 +2,188%
Ameriprise
15
Ameriprise
Minnesota
$24.5M +$8.59M +885,071 +58%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$22.5M +$514K +52,945 +2%
Northern Trust
17
Northern Trust
Illinois
$22.1M +$4.25M +438,024 +25%
HRES
18
Heitman Real Estate Securities
Illinois
$21.1M +$20.1M +2,066,375 New
N
19
Nuveen
North Carolina
$20.8M +$1.59M +163,568 +9%
Citadel Advisors
20
Citadel Advisors
Florida
$16.9M +$11.8M +1,210,600 +272%
GT
21
Glenmede Trust
Pennsylvania
$15.7M +$3.13M +322,280 +26%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$15.4M -$60.2K -6,198 -0.4%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$15M -$2.54M -261,725 -15%
ECM
24
ExodusPoint Capital Management
New York
$13.8M +$2.86M +294,773 +28%
LSV Asset Management
25
LSV Asset Management
Illinois
$13.7M -$2.3M -237,200 -15%

RLJ Hedge Fund Activity: Q4 2024 in Review

208 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust (RLJ) for Q4 2024, worth a combined $1.49B — up 17% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new RLJ positions and 36 closed out — a net gain of 5 holders — while 85 added to existing stakes and 52 trimmed.

The largest buyer was UBS Group, adding an estimated $23M. The largest seller was GRS Advisors, cutting an estimated $19.1M.

  • 208 institutional investors held RLJ Lodging Trust (RLJ) as of Q4 2024, up from 204 in Q3 2024.
  • Funds reported $1.49B of RLJ Lodging Trust stock for Q4 2024, up 17% quarter-over-quarter.
  • 41 funds opened new RLJ Lodging Trust positions in Q4 2024 and 36 closed out, a net change of +5 holders.
  • The largest RLJ Lodging Trust buyer in Q4 2024 was UBS Group, an estimated $23M added.
  • The largest RLJ Lodging Trust seller in Q4 2024 was GRS Advisors, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2024.