SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

43 hedge funds and large institutions have $28.7M invested in Sotherly Hotels in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$391K
2
WG
Winton Group
United Kingdom
+$319K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$118K
4
NFG
Next Financial Group
Texas
+$62K
5
GIM
Granahan Investment Management
Massachusetts
+$37.4K

Top Sellers

1
BlackRock
BlackRock
New York
-$228K
2
TSS
Two Sigma Securities
New York
-$172K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164K
4
UIC
Uniplan Investment Counsel
Wisconsin
-$154K
5
P
&Partners
Tennessee
-$70K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$85K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$76K +$27 +4 +0%
Stifel Financial
28
Stifel Financial
Missouri
$67K – – –
BWP
29
Baldwin Wealth Partners
Massachusetts
$67K – – –
NFG
30
Next Financial Group
Texas
$62K +$62K +9,070 New
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$61K +$4.63K +692 +8%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$32K -$164K -24,836 -84%
Deutsche Bank
33
Deutsche Bank
Germany
$18K -$43.9K -6,840 -71%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$18K – – –
Victory Capital Management
35
Victory Capital Management
Texas
$15K +$15K +2,304 New
AG
36
Advisor Group
Arizona
$13K +$13K +2,000 New
Nisa Investment Advisors
37
Nisa Investment Advisors
Missouri
$12K +$3.97K +598 +49%
Citigroup
38
Citigroup
New York
$5K – – –
CFD
39
Creative Financial Designs
Indiana
$4K -$27.1K -3,784 -87%
TRCT
40
Tower Research Capital (TRC)
New York
$3K +$3K +418 New
Bank of America
41
Bank of America
North Carolina
$3K +$3K +470 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1K – – –
Barclays
43
Barclays
United Kingdom
$1K +$1K +88 New
TSS
44
Two Sigma Securities
New York
– -$172K -24,764 Closed
P
45
&Partners
Tennessee
– -$70K -10,000 Closed
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