Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BRAEMAR HOTELS & RESORTS INC (BHR)

135 + Investors. Track Smart Money conviction in BHR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — BHR

Based on 131 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
131 hedge funds hold BHR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

64 buying54 selling
Last quarter: 64 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 9 → 29 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 18% medium 20% new
81 out of 131 hedge funds have held BHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -2%, value -99%

Value
-98%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

16 → 16 → 9 → 29 → 23 new funds/Q
New funds entering each quarter: 16 → 9 → 29 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 10% 1-2yr 21% new
Of 135 current holders: 94 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
33 of 131 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BHR

How many hedge funds hold BHR — quarterly history vs. share price
Quarterly hedge fund ownership of BHR vs. share price

Market Analysis: BHR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BHR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BHR
2026 Q1 Stats Unlock in 17 days 135 + Investors

Track Smart Money conviction in BHR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 135 121 11.57%
13F Shares 33M 33M -1.87%
Total Value $93M $6.28B -98.52%
New Positions 24 29 -5
Increased Positions 41 36 +5
Closed Positions 13 12 +1
Reduced Positions 43 37 +6
Total Calls 2 1 100.0%
Total Puts 3 0 100%
PUT/CALL Ratio 1.5 0.0 Bearish

Statistics: BHR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

135 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BHR. Verified SEC 13F-HR filings.

Top 20 institutional holders of BHR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Accretive Wealth Partners, LLC 0.03% 41,500 $98K
2 PFG Investments, LLC 0.02% 171,270 $404K
3 NJ State Employees Deferred Compensation Plan 0.01% 21,300 $58K
4 RITHOLTZ WEALTH MANAGEMENT 0.01% 152,331 $360K
5 Sowell Financial Services LLC 0.01% 69,897 $165K
6 Kathmere Capital Management, LLC 0.00% 15,745 $37K
7 State of Alaska, Department of Revenue 0.00% 26,830
8 Police & Firemen's Retirement System of New Jersey 0.00% 18,350 $43K
9 HB Wealth Management, LLC 0.00% 22,376 $53K
10 Resona Asset Management Co.,Ltd. 0.00% 23,869 $56K
11 HSBC HOLDINGS PLC 0.00% 107,120 $252K
12 STRS OHIO 0.00% 12,700 $30K
13 Sumitomo Mitsui Trust Group, Inc. 0.00% 55,240 $130K
14 Sterling Capital Management LLC 0.00% 1,825 $4K
15 NISA INVESTMENT ADVISORS, LLC 0.00% 7,197 $17K
16 True Wealth Design, LLC 0.00% 56
17 Fortitude Family Office, LLC 0.00% 60
18 IFP Advisors, Inc 0.00% 152
19 SJS Investment Consulting Inc. 0.00% 5
20 Farther Finance Advisors, LLC 0.00% 53
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BRAEMAR HOTELS & RESORTS INC (BHR)

What does the Smart Money Trend signal show for BHR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BHR?

Slight buying edge — 54% buying: Last quarter: 64 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BHR holders?

Strong quality — 39% AUM from major funds: 33 of 131 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BHR?

62% of holders stayed for 2+ years: 81 out of 131 hedge funds have held BHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.