SOHO

Sotherly Hotels
SOHO

Overview Fund Activity

22 hedge funds and large institutions have $3.83M invested in Sotherly Hotels in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-3
Holders Change %
-12%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$187K
2
PA
PSI Advisors
Florida
+$37.1K
3
Citadel Advisors
Citadel Advisors
Florida
+$30.9K
4
GI
GAMCO Investors
Connecticut
+$20.9K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$16.3K

Top Sellers

1
BA
Bard Associates
Illinois
-$285K
2
GCM
Gator Capital Management
Florida
-$159K
3
UBS Group
UBS Group
Switzerland
-$34.9K
4
TDC
Thompson Davis & Co
Virginia
-$16.2K
5
Morgan Stanley
Morgan Stanley
New York
-$1.77K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
1
Gator Capital Management
Florida
$953K -$159K -167,185 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$845K +$187K +196,634 +28%
GI
3
GAMCO Investors
Connecticut
$815K +$20.9K +22,000 +3%
SFI
4
SPC Financial Inc
Maryland
$385K – – –
TDC
5
Thompson Davis & Co
Virginia
$256K -$16.2K -17,100 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$160K -$470 -493 -0.3%
PA
7
PSI Advisors
Florida
$125K +$37.1K +39,004 +42%
Renaissance Technologies
8
Renaissance Technologies
New York
$76.7K +$190 +200 +0.2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$58.6K +$16.3K +17,098 +39%
Citadel Advisors
10
Citadel Advisors
Florida
$54.2K +$30.9K +32,458 +133%
Northern Trust
11
Northern Trust
Illinois
$27.9K – – –
State Street
12
State Street
Massachusetts
$17.1K – – –
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$16K -$1.45K -1,500 -8%
Morgan Stanley
14
Morgan Stanley
New York
$15.8K -$1.77K -1,861 -10%
Raymond James Financial
15
Raymond James Financial
Florida
$14.4K – – –
Nisa Investment Advisors
16
Nisa Investment Advisors
Missouri
$4.63K – – –
TWD
17
True Wealth Design
Ohio
$4.08K – – –
CFD
18
Creative Financial Designs
Indiana
$1.43K – – –
CSC
19
Caldwell Sutter Capital
California
$1.25K – – –
UBS Group
20
UBS Group
Switzerland
$248 -$34.9K -36,727 -99%
Bank of America
21
Bank of America
North Carolina
$162 +$28 +30 +21%
Wells Fargo
22
Wells Fargo
California
$1 – – –
BA
23
Bard Associates
Illinois
– -$285K -407,125 Closed
Osaic Holdings
24
Osaic Holdings
Arizona
– -$1.04K -1,400 Closed
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
– -$25 -36 Closed