SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

45 hedge funds and large institutions have $26.5M invested in Sotherly Hotels in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
15
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TG
1
TCW Group
California
$1.27M
2
GIM
2
Granahan Investment Management
Massachusetts
$3.67M
3
BIT
3
BlackRock Institutional Trust
California
$673K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.29M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.14M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
FP
2
Foundry Partners
Minnesota
$0
3
TDC
3
Thompson Davis & Co
Virginia
$1.01M
4
SCM
4
Schnieders Capital Management
California
$0
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1K
Name Market Value Shares Shares
Change 		Shares
Change %
UIC
1
Uniplan Investment Counsel
Wisconsin
$4.71M 693,779 -5,275 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.14M 609,739 +44,552 +8%
GIM
3
Granahan Investment Management
Massachusetts
$3.67M 540,370 +112,500 +26%
LSV Asset Management
4
LSV Asset Management
Illinois
$1.51M 222,340 – –
BA
5
Bard Associates
Illinois
$1.35M 198,661 -5,400 -3%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.29M 190,000 +76,022 +67%
TG
7
TCW Group
California
$1.27M 186,941 +186,941 New
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.02M 149,904 -2,462 -2%
TDC
9
Thompson Davis & Co
Virginia
$1.01M 148,036 -122,949 -45%
LWAC
10
Laurel Wealth Advisors (California)
California
$926K 136,450 -5,000 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$759K 111,768 +7,236 +7%
BIT
12
BlackRock Institutional Trust
California
$673K 99,103 +83,205 +523%
FAAS
13
First Allied Advisory Services
California
$640K 94,239 -3,283 -3%
DC
14
Davenport & Co
Virginia
$386K 56,862 +3,000 +6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$378K 55,701 +304 +0.5%
SOAMC
16
Spirit of America Management Corp
New York
$353K 52,000 – –
Deutsche Bank
17
Deutsche Bank
Germany
$261K 38,576 +20,597 +115%
Northern Trust
18
Northern Trust
Illinois
$231K 34,067 +727 +2%
BFA
19
BlackRock Fund Advisors
California
$228K 33,517 +846 +3%
Millennium Management
20
Millennium Management
New York
$184K 27,123 +27,123 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$158K 23,200 – –
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$142K 20,954 +20,954 New
Stifel Financial
23
Stifel Financial
Missouri
$137K 20,100 -334 -2%
EGA
24
Eagle Global Advisors
Texas
$133K 19,575 +19,575 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$128K 23,142 +23,142 New
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