SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

30 hedge funds and large institutions have $9.54M invested in Sotherly Hotels in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
11
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCM
1
Gator Capital Management
Florida
$1.8M
2
TDC
2
Thompson Davis & Co
Virginia
$2.71M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$236K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$65.8K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$106K
2
Morgan Stanley
2
Morgan Stanley
New York
$93.4K
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$228K
Name Market Value Shares Shares
Change 		Shares
Change %
TDC
1
Thompson Davis & Co
Virginia
$2.71M 1,433,578 +44,350 +3%
GCM
2
Gator Capital Management
Florida
$1.8M 954,804 +77,448 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.21M 639,178 +23,280 +4%
BA
4
Bard Associates
Illinois
$958K 507,111 -1,150 -0.2%
SFI
5
SPC Financial Inc
Maryland
$766K 405,500 – –
LSV Asset Management
6
LSV Asset Management
Illinois
$271K 143,402 – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$236K 124,782 +27,212 +28%
Renaissance Technologies
8
Renaissance Technologies
New York
$228K 120,876 -6,038 -5%
LPL Financial
9
LPL Financial
California
$224K 118,501 – –
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$201K 106,548 -3,111 -3%
PA
11
PSI Advisors
Florida
$166K 88,075 +2,000 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$106K 55,909 -63,813 -53%
Morgan Stanley
13
Morgan Stanley
New York
$93.4K 49,401 -32,171 -39%
SHA
14
Seneca House Advisors
Virginia
$88.5K 46,800 +2,740 +6%
BlackRock
15
BlackRock
New York
$81.9K 43,316 +5,114 +13%
JWCA
16
J.W. Cole Advisors
Florida
$77.3K 40,900 -4,500 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$71.3K 37,704 -211 -0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$65.8K 34,789 +10,124 +41%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$59K 31,208 -1,100 -3%
Northern Trust
20
Northern Trust
Illinois
$56.3K 29,781 – –
State Street
21
State Street
Massachusetts
$33.9K 17,948 – –
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$9.17K 4,852 – –
TWD
23
True Wealth Design
Ohio
$8.09K 4,282 – –
UBS Group
24
UBS Group
Switzerland
$7.55K 3,996 +1,890 +90%
PA
25
Parallel Advisors
California
$2.84K 1,500 +1,500 New
1
2