SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

24 hedge funds and large institutions have $5.89M invested in Sotherly Hotels in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
6
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
J.W. Cole Advisors
Florida
$59K
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.29M
3
BA
Bard Associates
Illinois
$537K
4
PA
PSI Advisors
Florida
$83K
5
Renaissance Technologies
Renaissance Technologies
New York
$116K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
GSEP
Golden State Equity Partners
California
$0
3
Squarepoint
Squarepoint
New York
$78K
4
Stifel Financial
Stifel Financial
Missouri
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$89K
Name Holding Trade Value Shares
Change 		Shares
Change %
TDC
1
Thompson Davis & Co
Virginia
$1.57M +$1.57M +753,345 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.29M +$50.9K +24,317 +4%
SFI
3
SPC Financial Inc
Maryland
$847K – – –
BA
4
Bard Associates
Illinois
$537K +$42.1K +20,150 +9%
LSV Asset Management
5
LSV Asset Management
Illinois
$420K – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$235K – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$187K – – –
Renaissance Technologies
8
Renaissance Technologies
New York
$116K +$13.6K +6,495 +13%
BlackRock
9
BlackRock
New York
$104K +$5.57K +2,682 +6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$89K -$7.72K -3,706 -8%
PA
11
PSI Advisors
Florida
$83K +$14.5K +6,878 +21%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$80K – – –
Squarepoint
13
Squarepoint
New York
$78K -$39.3K -18,779 -34%
JWCA
14
J.W. Cole Advisors
Florida
$59K +$59K +28,200 New
Northern Trust
15
Northern Trust
Illinois
$50K -$262 -124 -0.5%
TRCT
16
Tower Research Capital (TRC)
New York
$42K -$2.06K -989 -5%
Morgan Stanley
17
Morgan Stanley
New York
$33K +$12.3K +5,841 +59%
BG
18
Bollard Group
Massachusetts
$29K – – –
Osaic Holdings
19
Osaic Holdings
Arizona
$16K – – –
Nisa Investment Advisors
20
Nisa Investment Advisors
Missouri
$10K – – –
UBS Group
21
UBS Group
Switzerland
$4K -$2.74K -1,303 -41%
Wells Fargo
22
Wells Fargo
California
$3K – – –
US Bancorp
23
US Bancorp
Minnesota
$3K +$3K +1,265 New
Citadel Advisors
24
Citadel Advisors
Florida
– -$107K -41,835 Closed
GSEP
25
Golden State Equity Partners
California
– -$99K -38,500 Closed
1
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