Seven Hills Realty Trust
SEVN
31 hedge funds and large institutions have $54.1M invested in Seven Hills Realty Trust in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $54.3M → $54.1M (-$227K)
9% less funds holding
Funds holding: 34 → 31 (-3)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.98M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.97M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.14M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$906K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$560K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$2.01M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$922K |
| 3 |
Citigroup
New York
|
-$910K |
| 4 |
Morgan Stanley
New York
|
-$731K |
| 5 |
LPL Financial
San Diego,
California
|
-$641K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
26
D.A. Davidson & Co
Great Falls,
Montana
| $35K | – | – | – |
|
27
Creative Planning
Overland Park,
Kansas
| $22K | -$23.6K | -1,172 | -52% |
|
|
GBBWRPM
28
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $21K | – | – | – |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $17K | – | – | – |
|
|
LTFS
30
Ladenburg Thalmann Financial Services
Miami,
Florida
| $15K | – | – | – |
|
|
MIG
31
Mariner Investment Group
Harrison,
New York
| – | -$2.01M | -102,158 | Closed |
|
|
32
Bank of Nova Scotia
Toronto,
Ontario, Canada
| – | -$922K | -46,814 | Closed |
|
|
33
Citigroup
New York
| – | -$910K | -46,210 | Closed |
|
|
34
LPL Financial
San Diego,
California
| – | -$641K | -32,394 | Closed |
|
|
RTS
35
Round Table Services
Westfield,
New Jersey
| – | -$342K | -17,351 | Closed |
|
|
OC
36
Oppenheimer & Co
New York
| – | -$205K | -10,428 | Closed |
|
37
US Bancorp
Minneapolis,
Minnesota
| – | -$31K | -1,586 | Closed |
|
SEVN Hedge Fund Activity: Q1 2017 in Review
31 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q1 2017, worth a combined $54.1M — down 0.42% from $54.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SEVN and 5 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 5 added.
The largest buyer was Bank of America, adding an estimated $1.98M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $2.01M sold.
- 31 institutional investors held Seven Hills Realty Trust (SEVN) as of Q1 2017, down from 34 in Q4 2016.
- Funds reported $54.1M of Seven Hills Realty Trust stock for Q1 2017, down 0.42% quarter-over-quarter.
- 5 funds opened new Seven Hills Realty Trust positions in Q1 2017 and 7 closed out, a net change of -2 holders.
- The largest Seven Hills Realty Trust buyer in Q1 2017 was Bank of America, an estimated $1.98M added.
- The largest Seven Hills Realty Trust seller in Q1 2017 was Mariner Investment Group, an estimated $2.01M sold.
Based on aggregated 13F filings for Q1 2017.