SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

32 hedge funds and large institutions have $4.69M invested in Sotherly Hotels in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
GAMCO Investors
Connecticut
$424K
2
UBS Group
2
UBS Group
Switzerland
$219K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$172K
4
TRCT
4
Tower Research Capital (TRC)
New York
$746
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$777K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$126K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
BlackRock
3
BlackRock
New York
$7.67K
4
PA
4
PSI Advisors
Florida
$104K
5
SHA
5
Seneca House Advisors
Virginia
$40.6K
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
1
Gator Capital Management
Florida
$1.1M 954,804 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$777K 675,874 +446 +0.1%
BA
3
Bard Associates
Illinois
$567K 493,205 -3,850 -0.8%
SFI
4
SPC Financial Inc
Maryland
$466K 405,500 – –
GI
5
GAMCO Investors
Connecticut
$424K 369,000 +369,000 New
TDC
6
Thompson Davis & Co
Virginia
$309K 268,535 -18,469 -6%
UBS Group
7
UBS Group
Switzerland
$219K 190,697 +187,352 +5,601%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$172K 149,713 +21,203 +16%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$126K 109,317 -43,523 -28%
PA
10
PSI Advisors
Florida
$104K 90,519 -27,000 -23%
Renaissance Technologies
11
Renaissance Technologies
New York
$93.6K 81,414 -8,020 -9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$85.7K 74,548 – –
Citadel Advisors
13
Citadel Advisors
Florida
$50.2K 43,645 -2,242 -5%
SHA
14
Seneca House Advisors
Virginia
$40.6K 35,300 -19,452 -36%
Northern Trust
15
Northern Trust
Illinois
$33.7K 29,341 -28 -0.1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$30K 25,708 -2,500 -9%
Morgan Stanley
17
Morgan Stanley
New York
$26.9K 23,417 -3,753 -14%
State Street
18
State Street
Massachusetts
$20.6K 17,948 – –
RJA
19
Raymond James & Associates
Florida
$19.1K 16,650 – –
BlackRock
20
BlackRock
New York
$7.67K 6,666 -32,217 -83%
Nisa Investment Advisors
21
Nisa Investment Advisors
Missouri
$5.58K 4,852 – –
TWD
22
True Wealth Design
Ohio
$4.93K 4,282 – –
CFD
23
Creative Financial Designs
Indiana
$1.73K 1,500 – –
CSC
24
Caldwell Sutter Capital
California
$1.51K 1,315 – –
TRCT
25
Tower Research Capital (TRC)
New York
$746 649 +611 +1,608%
1
2