SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

27 hedge funds and large institutions have $4.23M invested in Sotherly Hotels in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
5
Increased
5
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RP
1
Repertoire Partners
New York
$442K
2
GI
2
GAMCO Investors
Connecticut
$585K
3
TDC
3
Thompson Davis & Co
Virginia
$301K
4
GCM
4
Gator Capital Management
Florida
$932K
5
Prudential Financial
5
Prudential Financial
New Jersey
$33K

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
SHA
2
Seneca House Advisors
Virginia
$0
3
BA
3
Bard Associates
Illinois
$381K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$77.2K
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
1
Gator Capital Management
Florida
$932K 1,000,187 +45,383 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$640K 687,946 -101 -0%
GI
3
GAMCO Investors
Connecticut
$585K 628,517 +161,829 +35%
RP
4
Repertoire Partners
New York
$442K 474,938 +474,938 New
BA
5
Bard Associates
Illinois
$381K 408,625 -39,580 -9%
SFI
6
SPC Financial Inc
Maryland
$378K 405,500 – –
TDC
7
Thompson Davis & Co
Virginia
$301K 323,201 +57,666 +22%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$169K 181,036 +4,127 +2%
PA
9
PSI Advisors
Florida
$86.6K 93,019 -1,000 -1%
Renaissance Technologies
10
Renaissance Technologies
New York
$77.2K 82,914 -19,000 -19%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$55.5K 59,551 +9,417 +19%
Prudential Financial
12
Prudential Financial
New Jersey
$33K 35,400 +35,400 New
Northern Trust
13
Northern Trust
Illinois
$27.3K 29,341 – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$22K 23,508 -2,200 -9%
Morgan Stanley
15
Morgan Stanley
New York
$17.3K 18,555 -2,472 -12%
Jane Street
16
Jane Street
New York
$17.2K 18,504 +18,504 New
State Street
17
State Street
Massachusetts
$16.7K 17,948 – –
UBS Group
18
UBS Group
Switzerland
$14.5K 15,606 -6,308 -29%
Raymond James Financial
19
Raymond James Financial
Florida
$14.1K 15,150 +15,150 New
AWS
20
Atria Wealth Solutions
New York
$9.43K 10,120 +10,120 New
Nisa Investment Advisors
21
Nisa Investment Advisors
Missouri
$4.52K 4,852 – –
TWD
22
True Wealth Design
Ohio
$3.99K 4,281 -1 -0%
CFD
23
Creative Financial Designs
Indiana
$1.4K 1,500 – –
CSC
24
Caldwell Sutter Capital
California
$1.23K 1,315 – –
Bank of America
25
Bank of America
North Carolina
$126 135 -68 -33%
1
2