SOHO

Sotherly Hotels
SOHO

Overview Fund Trends Analyst Outlook Journalist POV

41 hedge funds and large institutions have $24M invested in Sotherly Hotels in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

2% less capital invested

Capital invested by funds: $24.5M → $24M (-$550K)

Holders
41
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.2M
2
+$423K
3
+$309K
4
GIM
Granahan Investment Management
Massachusetts
+$306K
5
DC
Davenport & Co
Virginia
+$283K

Top Sellers

1
-$327K
2
-$140K
3
-$133K
4
Ameriprise
Ameriprise
Minnesota
-$73K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$62.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$107K
27
$86K
28
$68K
29
$61K
30
$59K
31
$59K
32
$52K
33
$52K
34
$44K
35
$40K
36
$26K
37
$22K
38
$7K
39
$4K
40
$1K
41
–
42
–
43
–
44
–
45
–
46
–
1
2