SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

24 hedge funds and large institutions have $5.32M invested in Sotherly Hotels in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
-2
Holders Change %
-7.69%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$107K
2
GSEP
2
Golden State Equity Partners
California
$99K
3
PA
3
PSI Advisors
Florida
$84K
4
BA
4
Bard Associates
Illinois
$606K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$119K

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$125K
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$0
4
TSS
4
Two Sigma Securities
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.51M 590,969 – –
SFI
2
SPC Financial Inc
Maryland
$1.04M 405,500 – –
BA
3
Bard Associates
Illinois
$606K 236,886 +18,675 +9%
LSV Asset Management
4
LSV Asset Management
Illinois
$514K 201,002 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$288K 112,327 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$229K 89,564 +4,274 +5%
Squarepoint
7
Squarepoint
New York
$143K 56,005 -12,543 -18%
Renaissance Technologies
8
Renaissance Technologies
New York
$125K 49,014 -87,545 -64%
BlackRock
9
BlackRock
New York
$122K 47,355 -3,150 -6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$119K 46,434 +8,600 +23%
Citadel Advisors
11
Citadel Advisors
Florida
$107K 41,835 +41,835 New
GSEP
12
Golden State Equity Partners
California
$99K 38,500 +38,500 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$98K 38,353 – –
PA
14
PSI Advisors
Florida
$84K 32,622 +32,622 New
Northern Trust
15
Northern Trust
Illinois
$61K 23,782 – –
TRCT
16
Tower Research Capital (TRC)
New York
$54K 21,198 +2,119 +11%
BG
17
Bollard Group
Massachusetts
$35K 13,679 – –
Stifel Financial
18
Stifel Financial
Missouri
$26K 10,000 – –
Morgan Stanley
19
Morgan Stanley
New York
$25K 9,871 +89 +0.9%
Osaic Holdings
20
Osaic Holdings
Arizona
$19K 7,495 -5,375 -42%
UBS Group
21
UBS Group
Switzerland
$8K 3,209 -593 -16%
Wells Fargo
22
Wells Fargo
California
$4K 1,588 -7 -0.4%
Nisa Investment Advisors
23
Nisa Investment Advisors
Missouri
$12 4,852 – –
CIBC World Market
24
CIBC World Market
Ontario, Canada
– – -259,114 Closed
PCIA
25
Prime Capital Investment Advisors
Kansas
– – -45,411 Closed
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