SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

41 hedge funds and large institutions have $24.5M invested in Sotherly Hotels in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$816K
2
UBS Group
UBS Group
Switzerland
+$304K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$207K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$192K
5
HIM
Hillsdale Investment Management
Ontario, Canada
+$136K

Top Sellers

1
GIM
Granahan Investment Management
Massachusetts
-$2.22M
2
DC
Davenport & Co
Virginia
-$352K
3
UIC
Uniplan Investment Counsel
Wisconsin
-$220K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$114K
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
-$83K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.48M +$26.9K +3,963 +0.6%
UIC
2
Uniplan Investment Counsel
Wisconsin
$4.12M -$220K -32,486 -5%
BlackRock
3
BlackRock
New York
$2.22M +$816K +120,281 +58%
LSV Asset Management
4
LSV Asset Management
Illinois
$1.72M +$63.1K +9,300 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.44M +$94.3K +13,900 +7%
BA
6
Bard Associates
Illinois
$1.39M -$1.36K -200 -0.1%
GIM
7
Granahan Investment Management
Massachusetts
$996K -$2.22M -327,150 -69%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$958K -$15.7K -2,321 -2%
LWAC
9
Laurel Wealth Advisors (California)
California
$920K – – –
HIM
10
Hillsdale Investment Management
Ontario, Canada
$887K +$136K +20,000 +18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$877K +$49.9K +7,360 +6%
FAAS
12
First Allied Advisory Services
California
$731K -$4.36K -645 -0.6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$482K +$207K +30,571 +76%
UBS Group
14
UBS Group
Switzerland
$381K +$304K +44,771 +393%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$357K -$22.8K -3,375 -6%
SOAMC
16
Spirit of America Management Corp
New York
$353K – – –
Deutsche Bank
17
Deutsche Bank
Germany
$286K +$42.5K +6,280 +17%
Goldman Sachs
18
Goldman Sachs
New York
$284K +$71.7K +10,580 +34%
Northern Trust
19
Northern Trust
Illinois
$242K -$3.64K -537 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$192K +$192K +28,369 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$157K – – –
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$156K – – –
Stifel Financial
23
Stifel Financial
Missouri
$136K -$3.38K -500 -2%
EGA
24
Eagle Global Advisors
Texas
$133K – – –
GCP
25
GSA Capital Partners
United Kingdom
$130K – – –
1
2