SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

39 hedge funds and large institutions have $29.1M invested in Sotherly Hotels in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$223K
2
GIM
Granahan Investment Management
Massachusetts
+$213K
3
Renaissance Technologies
Renaissance Technologies
New York
+$201K
4
HW
Hancock Whitney
Mississippi
+$172K
5
Wells Fargo
Wells Fargo
California
+$83.5K

Top Sellers

1
DC
Davenport & Co
Virginia
-$684K
2
BlackRock
BlackRock
New York
-$115K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$88K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$85K
5
NFG
Next Financial Group
Texas
-$62K
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Burney Company
Virginia
$115K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$77K +$27 +4 +0%
Stifel Financial
28
Stifel Financial
Missouri
$68K – – –
BWP
29
Baldwin Wealth Partners
Massachusetts
$68K – – –
ASN
30
Advisory Services Network
Georgia
$61K +$61K +9,000 New
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$56K -$5.49K -814 -9%
Nisa Investment Advisors
32
Nisa Investment Advisors
Missouri
$17K +$4.55K +662 +37%
AG
33
Advisor Group
Arizona
$14K – – –
QCG
34
Quadrant Capital Group
Ohio
$13K +$13K +2,000 New
Deutsche Bank
35
Deutsche Bank
Germany
$9K -$9.88K -1,467 -52%
TRCT
36
Tower Research Capital (TRC)
New York
$8K +$5.24K +792 +189%
Bank of America
37
Bank of America
North Carolina
$7K +$3.71K +530 +113%
Citigroup
38
Citigroup
New York
$5K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1K – – –
Baird Financial Group
40
Baird Financial Group
Wisconsin
– -$88K -13,150 Closed
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
– -$85K -12,650 Closed
NFG
42
Next Financial Group
Texas
– -$62K -9,070 Closed
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
– -$32K -4,839 Closed
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
– -$18K -2,650 Closed
Victory Capital Management
45
Victory Capital Management
Texas
– -$15K -2,304 Closed
CFD
46
Creative Financial Designs
Indiana
– -$4K -558 Closed
Barclays
47
Barclays
United Kingdom
– -$1K -88 Closed
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