Sotherly Hotels Inc.
Hedge Funds Holdings

Last updated:

Sotherly Hotels Inc.‘s stocks are currently a part of 22 hedge funds’ portfolios, which represents 22.58% of the total amount of its stocks outstanding. This makes up a total of 4.01M shares of Sotherly Hotels Inc.. Compared to the previous quarter, the number fell by -16.77% or -809.83K shares fewer. As for the holding position changes, 22.73% (5) of current hedge fund investors increased the number of shares held, 36.36% (8) of current holders sold a part of the shares held, and 9.09% (2) closed the holdings completely. 1 hedge funds are new holders of Sotherly Hotels Inc. stock in Q1 2023, it is 4.55% of total holders.

Hedge funds holding Sotherly Hotels (Q2 2018 – Q1 2023)

Number of hedge funds
Q2 2018 37
Q3 2018 37
Q4 2018 36
Q1 2019 34
Q2 2019 38
Q3 2019 43
Q4 2019 39
Q1 2020 30
Q2 2020 27
Q3 2020 25
Q4 2020 27
Q1 2021 25
Q2 2021 25
Q3 2021 23
Q4 2021 23
Q1 2022 26
Q2 2022 23
Q3 2022 29
Q4 2022 31
Q1 2023 22

Hedge funds changes in Sotherly Hotels positions (Q2 2018 – Q1 2023)

Changes in positions
Q2 2018 2168011
Q3 2018 3151135
Q4 2018 3101832
Q1 2019 5101270
Q2 2019 5156012
Q3 2019 7121329
Q4 2019 4131282
Q1 2020 461411-5
Q2 2020 431370
Q3 2020 241144
Q4 2020 57942
Q1 2021 24847
Q2 2021 46447
Q3 2021 35654
Q4 2021 27536
Q1 2022 39608
Q2 2022 27752
Q3 2022 747110
Q4 2022 414526
Q1 2023 15826

Top 50 hedge fund holders of Sotherly Hotels Inc. (NASDAQ:SOHO)

Hedge fund Value Shares owned Portfolio share
THOMPSON DAVIS & CO., INC. 2.08M 1.10M 2.829%
VANGUARD GROUP INC 1.11M 593.66K 0.000%
SPC FINANCIAL, INC. 762K 405.5K 0.095%
BARD ASSOCIATES INC 739K 393.11K 0.334%
GATOR CAPITAL MANAGEMENT, LLC 605K 321.67K 0.505%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 363K 193.01K 0.001%
LSV ASSET MANAGEMENT 270K 143.40K 0.001%
LPL FINANCIAL LLC 227K 120.50K 0.000%
DIMENSIONAL FUND ADVISORS LP 206K 109.65K 0.000%
GEODE CAPITAL MANAGEMENT, LLC 183K 97.84K 0.000%
PSI ADVISORS, LLC 154K 82.07K 0.081%
MORGAN STANLEY 124K 65.71K 0.000%
J.W. COLE ADVISORS, INC. 94K 49.75K 0.008%
BLACKROCK INC. Larry Fink 90K 47.46K 0.000%
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 72K 38.31K 0.000%
BANK OF NEW YORK MELLON CORP 72K 38.14K 0.000%
SENECA HOUSE ADVISORS 68K 36.06K 0.050%
NORTHERN TRUST CORP 44K 23.65K 0.000%
TOWER RESEARCH CAPITAL LLC (TRC) 36K 19.11K 0.001%
STATE STREET CORP 34K 17.94K 0.000%
PRUDENTIAL FINANCIAL INC 30K 16K 0.000%
CITADEL ADVISORS LLC Ken Griffin 28K 14.65K 0.000%
ATRIA WEALTH SOLUTIONS, INC. 27K 14.6K 0.000%
JANE STREET GROUP, LLC 21K 11.00K 0.000%
NISA INVESTMENT ADVISORS, LLC 9K 4.85K 0.000%
UBS GROUP AG 4K 1.90K 0.000%
WELLS FARGO & COMPANY/MN 3K 1.5K 0.000%
US BANCORP \DE\ 2K 1.26K 0.000%
BNP PARIBAS ARBITRAGE, SNC 573 305 0.000%
MILLENNIUM MANAGEMENT LLC Israel Englander 0 0 0.000%