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SEVN

Seven Hills Realty Trust
SEVN

32 hedge funds and large institutions have $64.8M invested in Seven Hills Realty Trust in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more capital invested

Capital invested by funds: $53.4M → $64.8M (+$11.4M)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

3% more funds holding

Funds holding: 31 → 32 (+1)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
12
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
+$4.72M
2
RJA
Raymond James & Associates
Florida
+$3.69M
3
CL
CSS LLC
Illinois
+$2.46M
4
Morgan Stanley
Morgan Stanley
New York
+$2.22M
5
Bank of America
Bank of America
North Carolina
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.78M
2
AA
Advisory Alpha
Michigan
-$1.3M
3
DA
Doliver Advisors
Texas
-$830K
4
GC
Guggenheim Capital
Illinois
-$583K
5
Ameriprise
Ameriprise
Minnesota
-$369K
Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$128K -$1.78M -87,365 -93%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$20K +$21K +1,030 New
GBBWRPM
28
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K -$776 -38 -4%
AG
29
Advisor Group
Arizona
$16K -$654 -32 -4%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$13K -$552 -27 -4%
RCM
31
RB Capital Management
Nevada
$746 +$115K +5,613 +17%
AA
32
Advisory Alpha
Michigan
– -$1.3M -61,570 Closed
DA
33
Doliver Advisors
Texas
– -$830K -39,451 Closed
Ameriprise
34
Ameriprise
Minnesota
– -$369K -17,548 Closed
ZIG
35
Zuckerman Investment Group
Illinois
– -$299K -14,229 Closed
AA
36
AQR Arbitrage
Connecticut
– -$227K -10,783 Closed
WAM
37
Wolverine Asset Management
Illinois
– -$87K -4,155 Closed
DADC
38
D.A. Davidson & Co
Montana
– -$36K -1,757 Closed
Creative Planning
39
Creative Planning
Kansas
– -$23K -1,095 Closed
CTC
40
Central Trust Company
Missouri
– -$1K -62 Closed
IA
41
IFP Advisors
Florida
– -$20 -1 -5%
1
2

SEVN Hedge Fund Activity: Q3 2017 in Review

32 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2017, worth a combined $64.8M — up 21% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SEVN positions and 9 closed out — a net gain of 1 holder — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $4.72M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $1.78M.

  • 32 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2017, up from 31 in Q2 2017.
  • Funds reported $64.8M of Seven Hills Realty Trust stock for Q3 2017, up 21% quarter-over-quarter.
  • 10 funds opened new Seven Hills Realty Trust positions in Q3 2017 and 9 closed out, a net change of +1 holder.
  • The largest Seven Hills Realty Trust buyer in Q3 2017 was Curi RMB Capital, an estimated $4.72M added.
  • The largest Seven Hills Realty Trust seller in Q3 2017 was Thomas J. Herzfeld Advisors, an estimated $1.78M sold.

Based on aggregated 13F filings for Q3 2017.