SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

25 hedge funds and large institutions have $3.17M invested in Sotherly Hotels in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
5
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
GAMCO Investors
Connecticut
+$153K
2
GCM
Gator Capital Management
Florida
+$126K
3
Citadel Advisors
Citadel Advisors
Florida
+$17.1K
4
UBS Group
UBS Group
Switzerland
+$15.8K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.43K

Top Sellers

1
RP
Repertoire Partners
New York
-$442K
2
Prudential Financial
Prudential Financial
New Jersey
-$33K
3
TDC
Thompson Davis & Co
Virginia
-$27K
4
Jane Street
Jane Street
New York
-$17.2K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$10.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
1
Gator Capital Management
Florida
$865K +$126K +169,960 +17%
GI
2
GAMCO Investors
Connecticut
$618K +$153K +207,283 +33%
Vanguard Group
3
Vanguard Group
Pennsylvania
$483K +$1.43K +2,041 +0.3%
SFI
4
SPC Financial Inc
Maryland
$300K – – –
BA
5
Bard Associates
Illinois
$285K -$1.05K -1,500 -0.4%
TDC
6
Thompson Davis & Co
Virginia
$212K -$27K -36,500 -11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$118K -$8.83K -12,601 -7%
PA
8
PSI Advisors
Florida
$68.8K – – –
Renaissance Technologies
9
Renaissance Technologies
New York
$59.5K -$1.78K -2,400 -3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$31.1K -$10.6K -15,180 -25%
UBS Group
11
UBS Group
Switzerland
$27.4K +$15.8K +21,382 +137%
Northern Trust
12
Northern Trust
Illinois
$21.7K – – –
Citadel Advisors
13
Citadel Advisors
Florida
$17.1K +$17.1K +24,446 New
Morgan Stanley
14
Morgan Stanley
New York
$13.7K -$18 -24 -0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$13K -$3.97K -5,500 -23%
State Street
16
State Street
Massachusetts
$12.6K – – –
Raymond James Financial
17
Raymond James Financial
Florida
$11.2K – – –
Nisa Investment Advisors
18
Nisa Investment Advisors
Missouri
$3.4K – – –
TWD
19
True Wealth Design
Ohio
$3K – – –
CFD
20
Creative Financial Designs
Indiana
$1.05K – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$1.04K +$1.04K +1,400 New
CSC
22
Caldwell Sutter Capital
California
$973 – – –
Bank of America
23
Bank of America
North Carolina
$104 +$4 +6 +4%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$25 -$2 -3 -8%
Wells Fargo
25
Wells Fargo
California
$1 – – –
1
2