SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

45 hedge funds and large institutions have $26.5M invested in Sotherly Hotels in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
15
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TG
1
TCW Group
California
$1.27M
2
GIM
2
Granahan Investment Management
Massachusetts
$3.67M
3
BIT
3
BlackRock Institutional Trust
California
$673K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.29M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.14M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
FP
2
Foundry Partners
Minnesota
$0
3
TDC
3
Thompson Davis & Co
Virginia
$1.01M
4
SCM
4
Schnieders Capital Management
California
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
26
GSA Capital Partners
United Kingdom
$106K – – –
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$99K – – –
Goldman Sachs
28
Goldman Sachs
New York
$95K -$35.9K -5,284 -27%
UBS Group
29
UBS Group
Switzerland
$86K +$22.8K +3,370 +36%
AIM
30
Acrospire Investment Management
Illinois
$86K +$23.2K +3,393 +37%
VKH
31
Virtu KCG Holdings
New York
$80K +$80K +11,783 New
DDC
32
DF Dent & Co
Maryland
$79K – – –
GBA
33
Garrison Bradford & Associates
New York
$68K -$1.36K -200 -2%
Creative Planning
34
Creative Planning
Kansas
$45K +$12.8K +1,900 +40%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$29K – – –
BIM
36
BlackRock Investment Management
Delaware
$16K – – –
Morgan Stanley
37
Morgan Stanley
New York
$14K -$21.9K -3,200 -61%
DOA
38
D'Orazio & Associates
Virginia
$11K – – –
TRCT
39
Tower Research Capital (TRC)
New York
$11K +$8.7K +1,309 +377%
Wells Fargo
40
Wells Fargo
California
$10K +$6.03K +905 +152%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K – – –
AA
42
Ancora Advisors
Ohio
$3K +$3K +400 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1K -$42K -4,200 -98%
Boston Partners
44
Boston Partners
Massachusetts
– -$1.23M -233,120 Closed
FP
45
Foundry Partners
Minnesota
– -$1.05M -199,500 Closed
SCM
46
Schnieders Capital Management
California
– -$53K -10,100 Closed
SSB
47
Sandy Spring Bank
Maryland
– -$4K -800 Closed
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