SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

29 hedge funds and large institutions have $7.15M invested in Sotherly Hotels in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WG
Winton Group
United Kingdom
+$393K
2
Citadel Advisors
Citadel Advisors
Florida
+$41K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$39K
4
BG
Bollard Group
Massachusetts
+$34K
5
Goldman Sachs
Goldman Sachs
New York
+$26K

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$960K
2
UBS Group
UBS Group
Switzerland
-$518K
3
CSA
Cottage Street Advisors
Massachusetts
-$385K
4
Northern Trust
Northern Trust
Illinois
-$97.1K
5
GIM
Granahan Investment Management
Massachusetts
-$86.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.59M -$18.1K -7,180 -1%
SFI
2
SPC Financial Inc
Maryland
$1.03M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$921K -$960K -381,160 -51%
GIM
4
Granahan Investment Management
Massachusetts
$799K -$86.7K -34,418 -10%
LSV Asset Management
5
LSV Asset Management
Illinois
$626K -$74.7K -29,800 -11%
WG
6
Winton Group
United Kingdom
$507K +$393K +155,758 +344%
BA
7
Bard Associates
Illinois
$465K -$11.5K -4,600 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$315K -$37.7K -15,008 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$182K – – –
BlackRock
10
BlackRock
New York
$175K -$38.4K -15,147 -18%
Northern Trust
11
Northern Trust
Illinois
$71K -$97.1K -38,646 -58%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$58K – – –
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$48K +$849 +339 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$43K -$3.9K -1,562 -8%
Morgan Stanley
15
Morgan Stanley
New York
$42K -$2.56K -1,025 -6%
Citadel Advisors
16
Citadel Advisors
Florida
$41K +$41K +16,418 New
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$39K +$39K +15,514 New
BC
18
Burney Company
Virginia
$34K – – –
BG
19
Bollard Group
Massachusetts
$34K +$34K +13,679 New
Goldman Sachs
20
Goldman Sachs
New York
$26K +$26K +10,370 New
UBS Group
21
UBS Group
Switzerland
$25K -$518K -206,387 -95%
Stifel Financial
22
Stifel Financial
Missouri
$25K – – –
BWP
23
Baldwin Wealth Partners
Massachusetts
$25K – – –
LWA
24
Lowe Wealth Advisors
Maryland
$13K – – –
Nisa Investment Advisors
25
Nisa Investment Advisors
Missouri
$12K +$3.15K +1,275 +36%
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