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SEVN

Seven Hills Realty Trust

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

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less funds holding

Funds holding: 4338 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

45% less capital invested

Capital invested by funds: $61.4M → $33.6M (-$27.8M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
26
Joseph P. Lucia & Associates
New York
$74K
AAM
27
Advisors Asset Management
Colorado
$60K +$2.95K +163 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$39K +$70.1K +3,877 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$21K -$391K -21,641 -90%
SWM
30
Selective Wealth Management
Virginia
$13K +$23.4K +1,294 New
GSWM
31
Golden State Wealth Management
California
$10K +$17.8K +982 New
CAN
32
Claraphi Advisory Network
United States
$9K +$15.9K +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 +$2.53K +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

SEVN Hedge Fund Activity: Q1 2020 in Review

38 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q1 2020, worth a combined $33.6M — down 45% from $61.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SEVN and 7 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 18 added.

The largest buyer was Bulldog Investors, adding an estimated $8.12M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $4.71M sold.

  • 38 institutional investors held Seven Hills Realty Trust (SEVN) as of Q1 2020, down from 43 in Q4 2019.
  • Funds reported $33.6M of Seven Hills Realty Trust stock for Q1 2020, down 45% quarter-over-quarter.
  • 7 funds opened new Seven Hills Realty Trust positions in Q1 2020 and 11 closed out, a net change of -4 holders.
  • The largest Seven Hills Realty Trust buyer in Q1 2020 was Bulldog Investors, an estimated $8.12M added.
  • The largest Seven Hills Realty Trust seller in Q1 2020 was Cornerstone Advisors, an estimated $4.71M sold.

Based on aggregated 13F filings for Q1 2020.