SEVN

Seven Hills Realty Trust
SEVN

Overview Fund Activity

38 hedge funds and large institutions have $33.6M invested in Seven Hills Realty Trust in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
18
Reduced
6
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bulldog Investors
New Jersey
+$4.55M
2
BFM
Boothbay Fund Management
New York
+$1.58M
3
MC
Matisse Capital
Oregon
+$654K
4
Morgan Stanley
Morgan Stanley
New York
+$448K
5
Wells Fargo
Wells Fargo
California
+$348K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$4.71M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.88M
3
RJA
Raymond James & Associates
Florida
-$1.05M
4
WAM
Wolverine Asset Management
Illinois
-$986K
5
LCM
Landscape Capital Management
New Jersey
-$860K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
26
Joseph P. Lucia & Associates
New York
$74K – – –
AAM
27
Advisors Asset Management
Colorado
$60K +$1.64K +163 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$39K +$39K +3,877 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$21K -$191K -21,641 -90%
SWM
30
Selective Wealth Management
Virginia
$13K +$13K +1,294 New
GSWM
31
Golden State Wealth Management
California
$10K +$10K +982 New
CAN
32
Claraphi Advisory Network
United States
$9K +$9K +881 New
AWM
33
Avior Wealth Management
Nebraska
$8K – – –
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
US Bancorp
36
US Bancorp
Minnesota
$2K – – –
AF
37
Allworth Financial
California
$1K +$1K +140 New
CA
38
Cornerstone Advisors
North Carolina
– -$4.71M -233,133 Closed
Geode Capital Management
39
Geode Capital Management
Massachusetts
– -$1.88M -92,918 Closed
WAM
40
Wolverine Asset Management
Illinois
– -$986K -48,841 Closed
LCM
41
Landscape Capital Management
New Jersey
– -$860K -42,580 Closed
SFS
42
Shaker Financial Services
Virginia
– -$482K -23,884 Closed
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
– -$443K -21,938 Closed
PAS
44
Park Avenue Securities
New York
– -$434K -21,478 Closed
RTS
45
Round Table Services
New Jersey
– -$222K -11,000 Closed
CIA
46
Capital Investment Advisors
Georgia
– -$212K -10,508 Closed
FIA
47
FNY Investment Advisers
New York
– -$76K -3,773 Closed
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
– -$28K -1,385 Closed
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