Sotherly Hotels
SOHO
SOHO was delisted on the 12th of February, 2026.
32 hedge funds and large institutions have $8.02M invested in Sotherly Hotels in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
7% more funds holding
Funds holding: 30 → 32 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.53% less ownership
Funds ownership: 26.14% → 24.61% (-1.5%)
16% less capital invested
Capital invested by funds: $9.54M → $8.02M (-$1.52M)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$54.2K |
| 2 |
Jane Street
New York
|
+$29.4K |
| 3 |
SHA
Seneca House Advisors
Richmond,
Virginia
|
+$21.4K |
| 4 |
BA
Bard Associates
Chicago,
Illinois
|
+$9.94K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$9.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
-$255K |
| 2 |
LPL Financial
San Diego,
California
|
-$224K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$106K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$65.8K |
| 5 |
Morgan Stanley
New York
|
-$27.6K |
SOHO Hedge Fund Activity: Q3 2023 in Review
32 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Sotherly Hotels (SOHO) for Q3 2023, worth a combined $8.02M — down 16% from $9.54M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SOHO positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Vanguard Group, adding an estimated $54.2K. The largest seller was Thompson Davis & Co, cutting an estimated $255K.
- 32 institutional investors held Sotherly Hotels (SOHO) as of Q3 2023, up from 30 in Q2 2023.
- Funds reported $8.02M of Sotherly Hotels stock for Q3 2023, down 16% quarter-over-quarter.
- 5 funds opened new Sotherly Hotels positions in Q3 2023 and 3 closed out, a net change of +2 holders.
- The largest Sotherly Hotels buyer in Q3 2023 was Vanguard Group, an estimated $54.2K added.
- The largest Sotherly Hotels seller in Q3 2023 was Thompson Davis & Co, an estimated $255K sold.
Based on aggregated 13F filings for Q3 2023.