SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

31 hedge funds and large institutions have $5.97M invested in Sotherly Hotels in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-8
Holders Change %
-20.51%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFI
SPC Financial Inc
Maryland
+$653K
2
Renaissance Technologies
Renaissance Technologies
New York
+$94.4K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$11.8K
4
Victory Capital Management
Victory Capital Management
Texas
+$8K
5
LWA
Lowe Wealth Advisors
Maryland
+$8K

Top Sellers

1
UIC
Uniplan Investment Counsel
Wisconsin
-$2.91M
2
BlackRock
BlackRock
New York
-$353K
3
CSA
Cottage Street Advisors
Massachusetts
-$255K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$180K
5
HW
Hancock Whitney
Mississippi
-$172K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
26
Lowe Wealth Advisors
Maryland
$8K +$8K +5,291 New
Nisa Investment Advisors
27
Nisa Investment Advisors
Missouri
$6K +$1.85K +1,105 +45%
QCG
28
Quadrant Capital Group
Ohio
$6K +$3K +2,000 +100%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$3K -$11.4K -6,576 -79%
TRCT
30
Tower Research Capital (TRC)
New York
$1K -$327 -298 -25%
UIC
31
Uniplan Investment Counsel
Wisconsin
– -$2.91M -429,159 Closed
Bank of New York Mellon
32
Bank of New York Mellon
New York
– -$180K -26,494 Closed
HW
33
Hancock Whitney
Mississippi
– -$172K -25,336 Closed
Squarepoint
34
Squarepoint
New York
– -$146K -21,535 Closed
VI
35
Vestcor Inc
New Brunswick, Canada
– -$143K -21,052 Closed
DC
36
Davenport & Co
Virginia
– -$136K -20,000 Closed
ASN
37
Advisory Services Network
Georgia
– -$61K -9,000 Closed
Deutsche Bank
38
Deutsche Bank
Germany
– -$9K -1,337 Closed
Bank of America
39
Bank of America
North Carolina
– -$7K -1,000 Closed
Citigroup
40
Citigroup
New York
– -$5K -749 Closed
Fidelity Investments
41
Fidelity Investments
Massachusetts
– -$1K -202 Closed
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