SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

44 hedge funds and large institutions have $24.3M invested in Sotherly Hotels in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
14
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$1.33M
2
HIM
Hillsdale Investment Management
Ontario, Canada
$709K
3
Vanguard Group
Vanguard Group
Pennsylvania
$4.2M
4
LSV Asset Management
LSV Asset Management
Illinois
$1.57M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$259K

Top Sellers

1
TG
TCW Group
California
$0
2
TDC
Thompson Davis & Co
Virginia
$60K
3
GIM
Granahan Investment Management
Massachusetts
$3.03M
4
UIC
Uniplan Investment Counsel
Wisconsin
$4.1M
5
Millennium Management
Millennium Management
New York
$73K
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$93K – – –
Zurich Cantonal Bank
27
Zurich Cantonal Bank
Switzerland
$83K +$83K +12,900 New
DDC
28
DF Dent & Co
Maryland
$74K – – –
Millennium Management
29
Millennium Management
New York
$73K -$101K -15,762 -58%
UBS Group
30
UBS Group
Switzerland
$73K -$8.54K -1,332 -10%
Ameriprise
31
Ameriprise
Minnesota
$69K +$69K +10,763 New
GBA
32
Garrison Bradford & Associates
New York
$64K – – –
TDC
33
Thompson Davis & Co
Virginia
$60K -$882K -138,611 -94%
Creative Planning
34
Creative Planning
Kansas
$35K -$7.64K -1,200 -18%
PAM
35
Panagora Asset Management
Massachusetts
$35K +$35K +5,519 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$24K -$3.14K -495 -12%
AIM
37
Acrospire Investment Management
Illinois
$20K -$60.5K -9,464 -75%
TRCT
38
Tower Research Capital (TRC)
New York
$15K +$4.48K +706 +43%
Morgan Stanley
39
Morgan Stanley
New York
$11K -$1.89K -300 -15%
DOA
40
D'Orazio & Associates
Virginia
$11K – – –
Wells Fargo
41
Wells Fargo
California
$10K +$7 +1 +0.1%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1K – – –
TG
44
TCW Group
California
– -$1.27M -186,941 Closed
VKH
45
Virtu KCG Holdings
New York
– -$80K -11,783 Closed
AA
46
Ancora Advisors
Ohio
– -$3K -400 Closed
1
2