SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

27 hedge funds and large institutions have $4.75M invested in Sotherly Hotels in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
6
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
GAMCO Investors
Connecticut
$565K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$214K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$123K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$833K
5
PA
5
PSI Advisors
Florida
$114K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.5K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$60.7K
3
BA
3
Bard Associates
Illinois
$542K
4
Citadel Advisors
4
Citadel Advisors
Florida
$29.5K
5
BlackRock
5
BlackRock
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
1
Gator Capital Management
Florida
$1.16M 954,804 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$833K 688,047 +12,173 +2%
GI
3
GAMCO Investors
Connecticut
$565K 466,688 +97,688 +26%
BA
4
Bard Associates
Illinois
$542K 448,205 -45,000 -9%
SFI
5
SPC Financial Inc
Maryland
$491K 405,500 – –
TDC
6
Thompson Davis & Co
Virginia
$321K 265,535 -3,000 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$214K 176,909 +27,196 +18%
Renaissance Technologies
8
Renaissance Technologies
New York
$123K 101,914 +20,500 +25%
PA
9
PSI Advisors
Florida
$114K 94,019 +3,500 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$84K 69,421 -5,127 -7%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$60.7K 50,134 -59,183 -54%
SHA
12
Seneca House Advisors
Virginia
$38.4K 31,700 -3,600 -10%
Northern Trust
13
Northern Trust
Illinois
$35.5K 29,341 – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$31K 25,708 – –
Citadel Advisors
15
Citadel Advisors
Florida
$29.5K 24,362 -19,283 -44%
UBS Group
16
UBS Group
Switzerland
$26.5K 21,914 -168,783 -89%
Morgan Stanley
17
Morgan Stanley
New York
$25.4K 21,027 -2,390 -10%
State Street
18
State Street
Massachusetts
$21.7K 17,948 – –
RJA
19
Raymond James & Associates
Florida
$20.1K 16,650 – –
Nisa Investment Advisors
20
Nisa Investment Advisors
Missouri
$5.87K 4,852 – –
TWD
21
True Wealth Design
Ohio
$5.18K 4,282 – –
CFD
22
Creative Financial Designs
Indiana
$1.82K 1,500 – –
CSC
23
Caldwell Sutter Capital
California
$1.59K 1,315 – –
Bank of America
24
Bank of America
North Carolina
$245 203 +66 +48%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$50 41 -3 -7%
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