SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

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
Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.13M
2
HIM
2
Hillsdale Investment Management
Ontario, Canada
$1.19M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$1.56M
4
GIM
4
Granahan Investment Management
Massachusetts
$1.17M
5
DC
5
Davenport & Co
Virginia
$283K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.57M
2
Goldman Sachs
2
Goldman Sachs
New York
$107K
3
EGA
3
Eagle Global Advisors
Texas
$0
4
Ameriprise
4
Ameriprise
Minnesota
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$360K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$107K -$140K -23,720 -57%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$86K – – –
DDC
28
DF Dent & Co
Maryland
$68K – – –
OAM
29
Oxford Asset Management
United Kingdom
$61K +$61K +10,351 New
GBA
30
Garrison Bradford & Associates
New York
$59K – – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$59K +$59K +10,000 New
Morgan Stanley
32
Morgan Stanley
New York
$52K +$41.6K +7,026 +400%
Bank of America
33
Bank of America
North Carolina
$52K +$52K +8,801 New
Wells Fargo
34
Wells Fargo
California
$44K +$23.5K +3,999 +114%
TDC
35
Thompson Davis & Co
Virginia
$40K -$5.48K -925 -12%
TRCT
36
Tower Research Capital (TRC)
New York
$26K +$26K +4,408 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$22K +$52 +9 +0.2%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K +$1.18K +194 +20%
AG
39
Advisor Group
Arizona
$4K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1K – – –
EGA
41
Eagle Global Advisors
Texas
– -$133K -19,575 Closed
Ameriprise
42
Ameriprise
Minnesota
– -$73K -10,763 Closed
Creative Planning
43
Creative Planning
Kansas
– -$37K -5,495 Closed
DOA
44
D'Orazio & Associates
Virginia
– -$11K -1,647 Closed
MRCM
45
M&R Capital Management
New Jersey
– -$3K -570 Closed
AIM
46
Acrospire Investment Management
Illinois
– -$1K -98 Closed
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