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 %
Renaissance Technologies
1
Renaissance Technologies
New York
$1.2M +$94.4K +59,011 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02M -$160 -100 -0%
SFI
3
SPC Financial Inc
Maryland
$653K +$653K +408,369 New
GIM
4
Granahan Investment Management
Massachusetts
$563K -$463 -289 -0.1%
LSV Asset Management
5
LSV Asset Management
Illinois
$447K -$6.72K -4,200 -1%
CSA
6
Cottage Street Advisors
Massachusetts
$385K -$255K -159,828 -40%
UBS Group
7
UBS Group
Switzerland
$346K -$58.1K -36,346 -14%
BA
8
Bard Associates
Illinois
$304K +$2.88K +1,800 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$225K – – –
BlackRock
10
BlackRock
New York
$135K -$353K -220,231 -72%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$116K – – –
Northern Trust
12
Northern Trust
Illinois
$107K -$886 -554 -0.8%
WCM
13
Wedge Capital Management
North Carolina
$84K +$7.04K +4,417 +9%
WG
14
Winton Group
United Kingdom
$73K -$1.24K -772 -2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$48K – – –
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$37K – – –
Wells Fargo
17
Wells Fargo
California
$35K -$13.4K -8,423 -28%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$30K +$11.8K +7,425 +65%
Osaic Holdings
19
Osaic Holdings
Arizona
$30K +$30K +18,790 New
Morgan Stanley
20
Morgan Stanley
New York
$29K -$13.2K -8,112 -31%
SOAMC
21
Spirit of America Management Corp
New York
$28K -$49.5K -31,298 -64%
BC
22
Burney Company
Virginia
$21K -$5.8K -3,675 -22%
Stifel Financial
23
Stifel Financial
Missouri
$16K – – –
BWP
24
Baldwin Wealth Partners
Massachusetts
$16K – – –
Victory Capital Management
25
Victory Capital Management
Texas
$8K +$8K +4,500 New
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