SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

21 hedge funds and large institutions have $3.77M invested in Sotherly Hotels in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$845K
2
PA
2
PSI Advisors
Florida
$125K
3
Citadel Advisors
3
Citadel Advisors
Florida
$54.2K
4
GI
4
GAMCO Investors
Connecticut
$815K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$76.7K

Top Sellers

1
BA
1
Bard Associates
Illinois
$0
2
GCM
2
Gator Capital Management
Florida
$953K
3
UBS Group
3
UBS Group
Switzerland
$248
4
TDC
4
Thompson Davis & Co
Virginia
$256K
5
Morgan Stanley
5
Morgan Stanley
New York
$15.8K
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
1
Gator Capital Management
Florida
$953K 1,002,962 -167,185 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$845K 886,621 +196,634 +28%
GI
3
GAMCO Investors
Connecticut
$815K 857,800 +22,000 +3%
SFI
4
SPC Financial Inc
Maryland
$385K 405,500 – –
TDC
5
Thompson Davis & Co
Virginia
$256K 269,601 -17,100 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$160K 167,942 -493 -0.3%
PA
7
PSI Advisors
Florida
$125K 132,023 +39,004 +42%
Renaissance Technologies
8
Renaissance Technologies
New York
$76.7K 80,714 +200 +0.2%
Citadel Advisors
9
Citadel Advisors
Florida
$54.2K 56,904 +32,458 +133%
Northern Trust
10
Northern Trust
Illinois
$27.9K 29,341 – –
State Street
11
State Street
Massachusetts
$17.1K 17,948 – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$16K 16,508 -1,500 -8%
Morgan Stanley
13
Morgan Stanley
New York
$15.8K 16,670 -1,861 -10%
Raymond James Financial
14
Raymond James Financial
Florida
$14.4K 15,150 – –
Nisa Investment Advisors
15
Nisa Investment Advisors
Missouri
$4.63K 4,852 – –
TWD
16
True Wealth Design
Ohio
$4.08K 4,281 – –
CFD
17
Creative Financial Designs
Indiana
$1.43K 1,500 – –
CSC
18
Caldwell Sutter Capital
California
$1.25K 1,315 – –
UBS Group
19
UBS Group
Switzerland
$248 261 -36,727 -99%
Bank of America
20
Bank of America
North Carolina
$162 171 +30 +21%
Wells Fargo
21
Wells Fargo
California
$1 1 – –
BA
22
Bard Associates
Illinois
– – -407,125 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
– – -1,400 Closed
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
– – -36 Closed