SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

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.

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
8
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TDC
1
Thompson Davis & Co
Virginia
$2.77M
2
GCM
2
Gator Capital Management
Florida
$1.75M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.23M
4
Morgan Stanley
4
Morgan Stanley
New York
$163K
5
Northern Trust
5
Northern Trust
Illinois
$59.4K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$239K
2
Jane Street
2
Jane Street
New York
$0
3
BlackRock
3
BlackRock
New York
$76.2K
4
Citadel Advisors
4
Citadel Advisors
Florida
$49.2K
5
UBS Group
5
UBS Group
Switzerland
$4.2K
Name Market Value Shares Shares
Change 		Shares
Change %
TDC
1
Thompson Davis & Co
Virginia
$2.77M 1,389,228 +220,584 +19%
GCM
2
Gator Capital Management
Florida
$1.75M 877,356 +67,106 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.23M 615,898 +21,961 +4%
BA
4
Bard Associates
Illinois
$1.01M 508,261 +600 +0.1%
SFI
5
SPC Financial Inc
Maryland
$809K 405,500 – –
LSV Asset Management
6
LSV Asset Management
Illinois
$286K 143,402 – –
Renaissance Technologies
7
Renaissance Technologies
New York
$253K 126,914 -3,000 -2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$239K 119,722 -77,196 -39%
LPL Financial
9
LPL Financial
California
$236K 118,501 -2,000 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$219K 109,659 – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$195K 97,570 – –
PA
12
PSI Advisors
Florida
$172K 86,075 – –
Morgan Stanley
13
Morgan Stanley
New York
$163K 81,572 +7,119 +10%
JWCA
14
J.W. Cole Advisors
Florida
$90.6K 45,400 -750 -2%
SHA
15
Seneca House Advisors
Virginia
$87.9K 44,060 +800 +2%
BlackRock
16
BlackRock
New York
$76.2K 38,202 -9,865 -21%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$75.6K 37,915 – –
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$64K 32,308 -500 -2%
Northern Trust
19
Northern Trust
Illinois
$59.4K 29,781 +6,123 +26%
Citadel Advisors
20
Citadel Advisors
Florida
$49.2K 24,665 -9,014 -27%
TRCT
21
Tower Research Capital (TRC)
New York
$48K 24,034 -2,589 -10%
Prudential Financial
22
Prudential Financial
New Jersey
$39.1K 19,600 +1,800 +10%
State Street
23
State Street
Massachusetts
$35.8K 17,948 – –
Nisa Investment Advisors
24
Nisa Investment Advisors
Missouri
$10K 4,852 – –
TWD
25
True Wealth Design
Ohio
$8.54K 4,282 – –
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