SOHO

Sotherly Hotels

32 hedge funds and large institutions have $8.02M invested in Sotherly Hotels in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

16% less capital invested

Capital invested by funds: $9.54M → $8.02M (-$1.52M)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
32
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 +$45.7K
2 +$24.8K
3 +$17.4K
4
BA
Bard Associates
Illinois
+$8.34K
5
JWCA
J.W. Cole Advisors
Florida
+$7.94K

Top Sellers

1 -$224K
2 -$215K
3 -$106K
4
Citadel Advisors
Citadel Advisors
Florida
-$65.8K
5
Morgan Stanley
Morgan Stanley
New York
-$23.3K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$2.21M
2
$1.61M
3
$1.13M
4
$860K
5
$685K
6
$241K
7
$213K
8
$209K
9
$169K
10
$148K
11
$93.7K
12
$77.1K
13
$69.4K
14
$62.4K
15
$60.2K
16
$50.3K
17
$50K
18
$30.2K
19
$24.8K
20
$8.15K
21
$7.24K
22
$3.56K
23
$2.52K
24
$2.22K
25
$1.81K