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SEVN

Seven Hills Realty Trust
SEVN

38 hedge funds and large institutions have $37.8M invested in Seven Hills Realty Trust in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $33.6M → $37.8M (+$4.26M)

0% more funds holding

Funds holding: 38 → 38 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
9
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
+$1.23M
2
CA
Cornerstone Advisors
North Carolina
+$768K
3
LCM
Landscape Capital Management
New Jersey
+$697K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$323K
5
Bank of America
Bank of America
North Carolina
+$288K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.44M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$686K
3
ICM
Ionic Capital Management
New York
-$573K
4
AA
Ancora Advisors
Ohio
-$365K
5
RJA
Raymond James & Associates
Florida
-$326K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
26
Raymond James Trust
Florida
$132K – – –
UBS Group
27
UBS Group
Switzerland
$90K -$240K -21,695 -74%
JPLA
28
Joseph P. Lucia & Associates
New York
$85K – – –
AAM
29
Advisors Asset Management
Colorado
$60K -$8.78K -793 -13%
Osaic Holdings
30
Osaic Holdings
Arizona
$28K -$16.2K -1,462 -38%
AWM
31
Avior Wealth Management
Nebraska
$9K – – –
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
AA
34
Ancora Advisors
Ohio
$2K -$365K -33,000 -100%
AF
35
Allworth Financial
California
$2K – – –
US Bancorp
36
US Bancorp
Minnesota
$2K – – –
AIM
37
Anchor Investment Management
South Carolina
$944 +$896 +81 New
ICM
38
Ionic Capital Management
New York
– -$573K -56,432 Closed
SWM
39
Selective Wealth Management
Virginia
– -$13K -1,294 Closed
GSWM
40
Golden State Wealth Management
California
– -$10K -982 Closed
CAN
41
Claraphi Advisory Network
United States
– -$9K -881 Closed
1
2

SEVN Hedge Fund Activity: Q2 2020 in Review

38 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q2 2020, worth a combined $37.8M — up 13% from $33.6M a quarter earlier.

Fund positioning in SEVN was balanced in Q2 2020: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 14 trimmed.

The largest buyer was Curi RMB Capital, adding an estimated $1.23M. The largest seller was Wells Fargo, cutting an estimated $1.44M.

  • 38 institutional investors held Seven Hills Realty Trust (SEVN) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $37.8M of Seven Hills Realty Trust stock for Q2 2020, up 13% quarter-over-quarter.
  • 4 funds opened new Seven Hills Realty Trust positions in Q2 2020 and 4 closed out, a net change of 0 holders.
  • The largest Seven Hills Realty Trust buyer in Q2 2020 was Curi RMB Capital, an estimated $1.23M added.
  • The largest Seven Hills Realty Trust seller in Q2 2020 was Wells Fargo, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2020.