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SEVN

Seven Hills Realty Trust
SEVN

43 hedge funds and large institutions have $61.4M invested in Seven Hills Realty Trust in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

23% more funds holding

Funds holding: 35 → 43 (+8)

13% more capital invested

Capital invested by funds: $54.3M → $61.4M (+$7.09M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% 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
10
Increased
17
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACP
Aviance Capital Partners
Florida
+$914K
2
ICM
Ionic Capital Management
New York
+$810K
3
WAM
Wolverine Asset Management
Illinois
+$799K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$759K
5
BI
Bulldog Investors
New Jersey
+$748K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.5M
2
Morgan Stanley
Morgan Stanley
New York
-$1.06M
3
LCM
Landscape Capital Management
New Jersey
-$439K
4
Bank of America
Bank of America
North Carolina
-$260K
5
MC
Matisse Capital
Oregon
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$365K -$37.3K -1,842 -9%
DA
27
Doliver Advisors
Texas
$291K +$74.3K +3,666 +34%
Walleye Trading
28
Walleye Trading
New York
$265K -$4.05K -200 -2%
UBS Group
29
UBS Group
Switzerland
$240K +$8.05K +397 +3%
RJT
30
Raymond James Trust
Florida
$229K – – –
RTS
31
Round Table Services
New Jersey
$222K -$36.5K -1,800 -14%
CIA
32
Capital Investment Advisors
Georgia
$212K – – –
JPLA
33
Joseph P. Lucia & Associates
New York
$147K +$14.3K +705 +11%
AAM
34
Advisors Asset Management
Colorado
$117K +$33.1K +1,635 +39%
FIA
35
FNY Investment Advisers
New York
$76K +$76.5K +3,773 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$74K – – –
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$28K -$22.9K -1,131 -45%
AWM
38
Avior Wealth Management
Nebraska
$16K +$16.2K +800 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
US Bancorp
40
US Bancorp
Minnesota
$4K – – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
AA
42
Ancora Advisors
Ohio
$3K +$2.74K +135 New
GSWM
43
Golden State Wealth Management
California
– -$20K -982 Closed
AG
44
Advisor Group
Arizona
– -$2K -100 Closed
SI
45
Stephens Inc
Arkansas
– +$537K +26,500 New
1
2

SEVN Hedge Fund Activity: Q4 2019 in Review

43 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2019, worth a combined $61.4M — up 13% from $54.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SEVN positions and 2 closed out — a net gain of 8 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Aviance Capital Partners, opening a new position worth an estimated $914K. The largest seller was Raymond James & Associates, cutting an estimated $1.5M.

  • 43 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2019, up from 35 in Q3 2019.
  • Funds reported $61.4M of Seven Hills Realty Trust stock for Q4 2019, up 13% quarter-over-quarter.
  • 10 funds opened new Seven Hills Realty Trust positions in Q4 2019 and 2 closed out, a net change of +8 holders.
  • The largest Seven Hills Realty Trust buyer in Q4 2019 was Aviance Capital Partners, an estimated $914K added.
  • The largest Seven Hills Realty Trust seller in Q4 2019 was Raymond James & Associates, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2019.