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SEVN

Seven Hills Realty Trust

37 hedge funds and large institutions have $60.6M invested in Seven Hills Realty Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

6% more funds holding

Funds holding: 3537 (+2)

4% more capital invested

Capital invested by funds: $58.6M → $60.6M (+$2.06M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$255K +$262K +14,156 New
CIA
27
Capital Investment Advisors
Georgia
$183K
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$86K -$6.97K -377 -7%
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$79K
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$44K +$32.4K +1,754 +253%
Walleye Capital
31
Walleye Capital
New York
$27K +$27.7K +1,500 New
SWP
32
Stratos Wealth Partners
Ohio
$19K +$19.8K +1,069 New
AIS
33
Accurate Investment Solutions
Pennsylvania
$18K +$18.5K +1,003 New
AF
34
Advisornet Financial
Minnesota
$16K +$296 +16 +2%
AG
35
Advisor Group
Arizona
$12K
AA
36
Ancora Advisors
Ohio
$2K +$2.5K +135 New
Bank of Nova Scotia
37
Bank of Nova Scotia
Ontario, Canada
-$624K -34,120 Closed
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
-$406K -22,224 Closed
SIM
39
Sonora Investment Management
Arizona
-$57K -3,108 Closed
GBBWRPM
40
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$18K -982 Closed
LYV
41
Live Your Vision
Pennsylvania
-$7K -400 Closed
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
-$7K -379 Closed
CF
43
Centaurus Financial
California
-$5K -300 Closed
JMPWA
44
JP Morgan Private Wealth Advisors
California
+$2.93M +158,700 New

SEVN Hedge Fund Activity: Q3 2018 in Review

37 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2018, worth a combined $60.6M — up 3.5% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SEVN positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $2.93M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $624K sold.

  • 37 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2018, up from 35 in Q2 2018.
  • Funds reported $60.6M of Seven Hills Realty Trust stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 9 funds opened new Seven Hills Realty Trust positions in Q3 2018 and 7 closed out, a net change of +2 holders.
  • The largest Seven Hills Realty Trust buyer in Q3 2018 was JP Morgan Private Wealth Advisors, an estimated $2.93M added.
  • The largest Seven Hills Realty Trust seller in Q3 2018 was Bank of Nova Scotia, an estimated $624K sold.

Based on aggregated 13F filings for Q3 2018.