Seven Hills Realty Trust
SEVN
28 hedge funds and large institutions have $52.7M invested in Seven Hills Realty Trust in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
12% more funds holding
Funds holding: 25 → 28 (+3)
5% more capital invested
Capital invested by funds: $50M → $52.7M (+$2.73M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$3.08M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.96M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$877K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$869K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.8M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.88M |
| 3 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.18M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$475K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$285K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
26
SignatureFD
Atlanta,
Georgia
| $17K | – | – | – |
|
|
AIG
27
American International Group
New York
| $10.5K | +$10.8K | +520 | New |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $5K | – | – | – |
|
|
29
AQR Capital Management
Greenwich,
Connecticut
| – | -$475K | -23,675 | Closed |
|
|
BRWA
30
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$36 | -1,778 | Closed |
|
|
NPC
31
National Planning Corporation
El Segundo,
California
| – | -$15K | -727 | Closed |
|
|
PAM
32
Panagora Asset Management
Boston,
Massachusetts
| – | -$14K | -675 | Closed |
|
33
Barclays
London,
United Kingdom
| – | +$62 | +3 | New |
|
SEVN Hedge Fund Activity: Q1 2015 in Review
28 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q1 2015, worth a combined $52.7M — up 5.5% from $50M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SEVN positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Mariner Investment Group, adding an estimated $3.08M. The largest seller was Morgan Stanley, cutting an estimated $4.8M.
- 28 institutional investors held Seven Hills Realty Trust (SEVN) as of Q1 2015, up from 25 in Q4 2014.
- Funds reported $52.7M of Seven Hills Realty Trust stock for Q1 2015, up 5.5% quarter-over-quarter.
- 7 funds opened new Seven Hills Realty Trust positions in Q1 2015 and 4 closed out, a net change of +3 holders.
- The largest Seven Hills Realty Trust buyer in Q1 2015 was Mariner Investment Group, an estimated $3.08M added.
- The largest Seven Hills Realty Trust seller in Q1 2015 was Morgan Stanley, an estimated $4.8M sold.
Based on aggregated 13F filings for Q1 2015.