SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

35 hedge funds and large institutions have $6.04M invested in Sotherly Hotels in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
9
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$176K
2
Citadel Advisors
2
Citadel Advisors
Florida
$52.7K
3
Morgan Stanley
3
Morgan Stanley
New York
$88.8K
4
VF
4
Virtu Financial
New York
$30K
5
PA
5
PSI Advisors
Florida
$157K

Top Sellers

1
TDC
1
Thompson Davis & Co
Virginia
$861K
2
LSV Asset Management
2
LSV Asset Management
Illinois
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$111K
4
Jane Street
4
Jane Street
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$165K
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
1
Gator Capital Management
Florida
$1.42M 954,804 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$1M 673,628 +7,388 +1%
TDC
3
Thompson Davis & Co
Virginia
$861K 578,175 -727,916 -56%
BA
4
Bard Associates
Illinois
$747K 501,476 -10,600 -2%
SFI
5
SPC Financial Inc
Maryland
$604K 405,500 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$189K 126,484 – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$176K 118,417 +118,417 New
Renaissance Technologies
8
Renaissance Technologies
New York
$165K 110,814 -12,898 -10%
PA
9
PSI Advisors
Florida
$157K 105,575 +18,000 +21%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$111K 74,548 -26,092 -26%
Morgan Stanley
11
Morgan Stanley
New York
$88.8K 59,620 +24,010 +67%
SHA
12
Seneca House Advisors
Virginia
$81.6K 54,752 -2,750 -5%
JWCA
13
J.W. Cole Advisors
Florida
$79.9K 53,650 +8,050 +18%
BlackRock
14
BlackRock
New York
$60.5K 40,615 -470 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$54.3K 36,434 -482 -1%
Citadel Advisors
16
Citadel Advisors
Florida
$52.7K 35,362 +35,362 New
Northern Trust
17
Northern Trust
Illinois
$43.9K 29,485 -296 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$42K 28,208 -1,500 -5%
VF
19
Virtu Financial
New York
$30K 19,996 +19,996 New
State Street
20
State Street
Massachusetts
$26.7K 17,948 – –
RJA
21
Raymond James & Associates
Florida
$14.9K 10,000 +10,000 New
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$7.23K 4,852 – –
UBS Group
23
UBS Group
Switzerland
$6.79K 4,555 +2,449 +116%
TWD
24
True Wealth Design
Ohio
$6.38K 4,282 – –
TRCT
25
Tower Research Capital (TRC)
New York
$4.06K 2,722 +2,380 +696%
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