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SEVN

Seven Hills Realty Trust
SEVN

36 hedge funds and large institutions have $64.7M invested in Seven Hills Realty Trust in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $53.4M → $64.7M (+$11.3M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

3% more funds holding

Funds holding: 35 → 36 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
11
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
+$3.62M
2
RJA
Raymond James & Associates
Florida
+$1.63M
3
ZIG
Zuckerman Investment Group
Illinois
+$527K
4
Invesco
Invesco
Georgia
+$283K
5
DA
Doliver Advisors
Texas
+$244K

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$556K
2
CRC
Curi RMB Capital
Illinois
-$404K
3
MCM
Moore Capital Management
New York
-$252K
4
Bank of America
Bank of America
North Carolina
-$251K
5
Citigroup
Citigroup
New York
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$307K +$283K +14,897 New
TC
27
TFS Capital
Pennsylvania
$288K -$149K -7,842 -36%
WRM
28
Westport Resources Management
Connecticut
$139K +$128K +6,733 New
CAL
29
Capital Advisors Ltd
Ohio
$118K – – –
AG
30
Advisor Group
Arizona
$43K +$41.1K +2,161 New
DADC
31
D.A. Davidson & Co
Montana
$36K – – –
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$17.9K +940 New
S
33
SignatureFD
Georgia
$17K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$15K +$2.07K +109 +18%
KLI
35
Kelman-Lazarov Inc
Tennessee
$3.23K -$4.95K -260 -63%
OC
36
Oppenheimer & Co
New York
– -$205K -11,028 Closed
MM
37
Midas Management
New York
– -$166K -8,935 Closed
AIG
38
American International Group
New York
– -$37K -1,984 Closed
GFM
39
Gramercy Funds Management
Connecticut
– -$25K -1,350 Closed
TFA
40
Transamerica Financial Advisors
Florida
– -$4K -177 Closed
TRCT
41
Tower Research Capital (TRC)
New York
– -$2K -104 Closed
IA
42
IFP Advisors
Florida
– +$400 +21 New
FIMG
43
Financial & Investment Management Group
Michigan
– +$3.62M +190,318 New
1
2

SEVN Hedge Fund Activity: Q2 2016 in Review

36 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q2 2016, worth a combined $64.7M — up 21% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SEVN positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Financial & Investment Management Group, opening a new position worth an estimated $3.62M. The largest seller was Landscape Capital Management, cutting an estimated $556K.

  • 36 institutional investors held Seven Hills Realty Trust (SEVN) as of Q2 2016, up from 35 in Q1 2016.
  • Funds reported $64.7M of Seven Hills Realty Trust stock for Q2 2016, up 21% quarter-over-quarter.
  • 7 funds opened new Seven Hills Realty Trust positions in Q2 2016 and 6 closed out, a net change of +1 holder.
  • The largest Seven Hills Realty Trust buyer in Q2 2016 was Financial & Investment Management Group, an estimated $3.62M added.
  • The largest Seven Hills Realty Trust seller in Q2 2016 was Landscape Capital Management, an estimated $556K sold.

Based on aggregated 13F filings for Q2 2016.