Seven Hills Realty Trust
SEVN
34 hedge funds and large institutions have $67.6M invested in Seven Hills Realty Trust in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
6% more funds holding
Funds holding: 32 → 34 (+2)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
4% more capital invested
Capital invested by funds: $64.8M → $67.6M (+$2.71M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.95M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$2.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.55M |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$1.22M |
| 5 |
Walleye Trading
New York
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$2.23M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$1.56M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$843K |
| 4 |
UFM
Ursa Fund Management
Danville,
California
|
-$589K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$380K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $167K | +$36.6K | +1,882 | +27% |
|
|
TJHA
27
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $126K | – | – | – |
|
|
BBPWM
28
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $121K | -$7.33K | -377 | -6% |
|
|
SWP
29
Stratos Wealth Partners
Beachwood,
Ohio
| $20K | +$20.8K | +1,069 | New |
|
|
GBBWRPM
30
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| $18K | – | – | – |
|
|
AF
31
Advisornet Financial
Minnetonka,
Minnesota
| $16K | +$16.4K | +845 | New |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| $15K | – | – | – |
|
|
LTFS
33
Ladenburg Thalmann Financial Services
Miami,
Florida
| $13K | – | – | – |
|
|
34
Walleye Trading
New York
| $458 | +$467K | +23,992 | New |
|
|
UFM
35
Ursa Fund Management
Danville,
California
| – | -$589K | -30,508 | Closed |
|
|
ACM
36
AlphaStar Capital Management
Cornelius,
North Carolina
| – | -$272K | -14,055 | Closed |
|
37
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$252K | -13,064 | Closed |
|
38
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$20K | -1,030 | Closed |
|
SEVN Hedge Fund Activity: Q4 2017 in Review
34 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2017, worth a combined $67.6M — up 4.2% from $64.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SEVN positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $2.95M. The largest seller was Curi RMB Capital, cutting an estimated $2.23M.
- 34 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2017, up from 32 in Q3 2017.
- Funds reported $67.6M of Seven Hills Realty Trust stock for Q4 2017, up 4.2% quarter-over-quarter.
- 7 funds opened new Seven Hills Realty Trust positions in Q4 2017 and 5 closed out, a net change of +2 holders.
- The largest Seven Hills Realty Trust buyer in Q4 2017 was Royal Bank of Canada, an estimated $2.95M added.
- The largest Seven Hills Realty Trust seller in Q4 2017 was Curi RMB Capital, an estimated $2.23M sold.
Based on aggregated 13F filings for Q4 2017.