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SOHO

Sotherly Hotels
SOHO

Delisted

SOHO was delisted on the 12th of February, 2026.

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29 hedge funds and large institutions have $7.15M invested in Sotherly Hotels in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $5.97M → $7.15M (+$1.18M)

6.03% less ownership

Funds ownership: 25.2% → 19.17% (-6%)

6% less funds holding

Funds holding: 31 → 29 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

69% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 13

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WG
Winton Group
United Kingdom
+$362K
2
Citadel Advisors
Citadel Advisors
Florida
+$38.2K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$36.1K
4
BG
Bollard Group
Massachusetts
+$31.8K
5
Goldman Sachs
Goldman Sachs
New York
+$24.1K

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$886K
2
UBS Group
UBS Group
Switzerland
-$480K
3
CSA
Cottage Street Advisors
Massachusetts
-$385K
4
Northern Trust
Northern Trust
Illinois
-$89.9K
5
WCM
Wedge Capital Management
North Carolina
-$84K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$7K -$44.9K -19,327 -88%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$1K -$3.43K -1,476 -85%
CSA
28
Cottage Street Advisors
Massachusetts
– -$385K -241,664 Closed
WCM
29
Wedge Capital Management
North Carolina
– -$84K -52,712 Closed
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
– -$48K -30,000 Closed
SOAMC
31
Spirit of America Management Corp
New York
– -$28K -17,702 Closed
Victory Capital Management
32
Victory Capital Management
Texas
– -$8K -4,500 Closed
QCG
33
Quadrant Capital Group
Ohio
– -$6K -4,000 Closed
TRCT
34
Tower Research Capital (TRC)
New York
– -$1K -912 Closed
JP Morgan Chase
35
JP Morgan Chase
New York
– +$23 +10 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
– +$77 +33 +20%
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