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SOHO

Sotherly Hotels

Delisted

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

31 hedge funds and large institutions have $5.35M invested in Sotherly Hotels in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.01% less ownership

Funds ownership: 20.59%18.58% (-2%)

11% less funds holding

Funds holding: 3531 (-4)

12% less capital invested

Capital invested by funds: $6.04M → $5.35M (-$696K)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gator Capital Management
Florida
$1.38M
Vanguard Group
2
Vanguard Group
Pennsylvania
$979K +$2.53K +1,800 +0.3%
BA
3
Bard Associates
Illinois
$721K -$6.22K -4,421 -0.9%
SFI
4
SPC Financial Inc
Maryland
$588K
TDC
5
Thompson Davis & Co
Virginia
$416K -$410K -291,171 -50%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$222K +$48.4K +34,423 +29%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$186K +$2.85K +2,026 +2%
PA
8
PSI Advisors
Florida
$170K +$16.8K +11,944 +11%
Renaissance Technologies
9
Renaissance Technologies
New York
$130K -$30.1K -21,380 -19%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$108K
SHA
11
Seneca House Advisors
Virginia
$79.4K
Citadel Advisors
12
Citadel Advisors
Florida
$66.5K +$14.8K +10,525 +30%
BlackRock
13
BlackRock
New York
$56.4K -$2.44K -1,732 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$43.3K -$9.27K -6,592 -18%
Northern Trust
15
Northern Trust
Illinois
$42.6K -$163 -116 -0.4%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$41K
Morgan Stanley
17
Morgan Stanley
New York
$39.4K -$45.6K -32,450 -54%
State Street
18
State Street
Massachusetts
$26K
RJA
19
Raymond James & Associates
Florida
$24.1K +$9.35K +6,650 +67%
Nisa Investment Advisors
20
Nisa Investment Advisors
Missouri
$7.04K
TWD
21
True Wealth Design
Ohio
$6.21K
UBS Group
22
UBS Group
Switzerland
$4.85K -$1.7K -1,210 -27%
CFD
23
Creative Financial Designs
Indiana
$2.17K
CSC
24
Caldwell Sutter Capital
California
$1.91K
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$772