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SEVN

Seven Hills Realty Trust
SEVN

33 hedge funds and large institutions have $50.5M invested in Seven Hills Realty Trust in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less funds holding

Funds holding: 37 → 33 (-4)

17% less capital invested

Capital invested by funds: $60.6M → $50.5M (-$10.2M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
13
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.05M
2
Wells Fargo
Wells Fargo
California
+$748K
3
RCM
Rivernorth Capital Management
Florida
+$645K
4
WAM
Wolverine Asset Management
Illinois
+$354K
5
LCM
Landscape Capital Management
New Jersey
+$246K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.22M
2
DA
Doliver Advisors
Texas
-$694K
3
AA
Advisory Alpha
Michigan
-$576K
4
Bank of America
Bank of America
North Carolina
-$525K
5
SIA
Sit Investment Associates
Minnesota
-$517K
Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
26
Thomas J. Herzfeld Advisors
Florida
$66K – – –
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$44K -$32.2K -1,897 -40%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$37K +$288 +17 +0.7%
AIC
29
Ameritas Investment Company
Nebraska
$20K +$22.9K +1,350 New
AF
30
Advisornet Financial
Minnesota
$14K +$271 +16 +2%
AAM
31
Advisors Asset Management
Colorado
$12K +$13.3K +786 New
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$9.41K +555 New
DA
33
Doliver Advisors
Texas
– -$694K -38,579 Closed
AA
34
Advisory Alpha
Michigan
– -$576K -33,688 Closed
SIA
35
Sit Investment Associates
Minnesota
– -$517K -28,740 Closed
CCP
36
Cardan Capital Partners
Colorado
– -$392K -21,779 Closed
SFS
37
Shaker Financial Services
Virginia
– -$255K -14,156 Closed
CIA
38
Capital Investment Advisors
Georgia
– -$183K -10,152 Closed
SWP
39
Stratos Wealth Partners
Ohio
– -$19K -1,069 Closed
AIS
40
Accurate Investment Solutions
Pennsylvania
– -$18K -1,003 Closed
AG
41
Advisor Group
Arizona
– -$12K -640 Closed
Fidelity Investments
42
Fidelity Investments
Massachusetts
– +$17 +1 New
1
2

SEVN Hedge Fund Activity: Q4 2018 in Review

33 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2018, worth a combined $50.5M — down 17% from $60.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SEVN and 7 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $1.05M. The largest seller was Raymond James & Associates, cutting an estimated $1.22M.

  • 33 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2018, down from 37 in Q3 2018.
  • Funds reported $50.5M of Seven Hills Realty Trust stock for Q4 2018, down 17% quarter-over-quarter.
  • 7 funds opened new Seven Hills Realty Trust positions in Q4 2018 and 10 closed out, a net change of -3 holders.
  • The largest Seven Hills Realty Trust buyer in Q4 2018 was Morgan Stanley, an estimated $1.05M added.
  • The largest Seven Hills Realty Trust seller in Q4 2018 was Raymond James & Associates, an estimated $1.22M sold.

Based on aggregated 13F filings for Q4 2018.