SOHO

Sotherly Hotels

29 hedge funds and large institutions have $9.99M invested in Sotherly Hotels in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
29
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$440K
2 +$134K
3 +$43.8K
4
Morgan Stanley
Morgan Stanley
New York
+$14.2K
5
Northern Trust
Northern Trust
Illinois
+$12.2K

Top Sellers

1 -$154K
2 -$63.4K
3 -$19.7K
4
Citadel Advisors
Citadel Advisors
Florida
-$18K
5
UBS Group
UBS Group
Switzerland
-$12.7K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$2.77M
2
$1.75M
3
$1.23M
4
$1.01M
5
$809K
6
$286K
7
$253K
8
$239K
9
$236K
10
$219K
11
$195K
12
$172K
13
$163K
14
$90.6K
15
$87.9K
16
$76.2K
17
$75.6K
18
$64K
19
$59.4K
20
$49.2K
21
$48K
22
$39.1K
23
$35.8K
24
$10K
25
$8.54K