SOHO

Sotherly Hotels

32 hedge funds and large institutions have $8.02M invested in Sotherly Hotels in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

16% less capital invested

Capital invested by funds: $9.54M → $8.02M (-$1.52M)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
32
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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 +$45.7K
2 +$24.8K
3 +$17.4K
4
BA
Bard Associates
Illinois
+$8.34K
5
JWCA
J.W. Cole Advisors
Florida
+$7.94K

Top Sellers

1 -$224K
2 -$215K
3 -$106K
4
Citadel Advisors
Citadel Advisors
Florida
-$65.8K
5
Morgan Stanley
Morgan Stanley
New York
-$23.3K
Name Holding Trade Value Shares
Change
Change in
Stake
26
$1.27K
27
$895
28
$578
29
$204
30
$34
31
$3
32
33
34