Seven Hills Realty Trust
SEVN
35 hedge funds and large institutions have $54.3M invested in Seven Hills Realty Trust in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.
3% more capital invested
Capital invested by funds: $52.6M → $54.3M (+$1.67M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 36 → 35 (-1)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.36M |
| 2 |
Morgan Stanley
New York
|
+$766K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$614K |
| 4 |
Walleye Capital
New York
|
+$254K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.22M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$1.29M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.28M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$453K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$422K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| $191K | -$1.28M | -65,959 | -88% |
|
|
JPLA
27
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $134K | – | – | – |
|
|
AAM
28
Advisors Asset Management
Monument,
Colorado
| $85K | +$38.9K | +2,003 | +93% |
|
|
LTFS
29
Ladenburg Thalmann Financial Services
Miami,
Florida
| $75K | +$15.5K | +800 | +28% |
|
|
BBPWM
30
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $51K | -$7.32K | -377 | -13% |
|
|
GSWM
31
Golden State Wealth Management
Santa Ana,
California
| $20K | – | – | – |
|
|
PFGIA
32
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $11K | – | – | – |
|
33
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
34
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
AG
35
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|
|
AA
36
Ancora Advisors
Cleveland,
Ohio
| – | -$204K | -11,135 | Closed |
|
37
Rockefeller Capital Management
New York
| – | -$47K | -2,563 | Closed |
|
38
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5K | -296 | Closed |
|
SEVN Hedge Fund Activity: Q3 2019 in Review
35 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2019, worth a combined $54.3M — up 3.2% from $52.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SEVN and 2 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 11 added.
The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $1.36M. The largest seller was Raymond James & Associates, cutting an estimated $3.22M.
- 35 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2019, down from 36 in Q2 2019.
- Funds reported $54.3M of Seven Hills Realty Trust stock for Q3 2019, up 3.2% quarter-over-quarter.
- 2 funds opened new Seven Hills Realty Trust positions in Q3 2019 and 3 closed out, a net change of -1 holder.
- The largest Seven Hills Realty Trust buyer in Q3 2019 was Thomas J. Herzfeld Advisors, an estimated $1.36M added.
- The largest Seven Hills Realty Trust seller in Q3 2019 was Raymond James & Associates, an estimated $3.22M sold.
Based on aggregated 13F filings for Q3 2019.