Seven Hills Realty Trust
SEVN
31 hedge funds and large institutions have $22.9M invested in Seven Hills Realty Trust in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 5 closing their positions.
14% more capital invested
Capital invested by funds: $20.1M → $22.9M (+$2.88M)
0.12% more ownership
Funds ownership: 18.88% → 18.99% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 33 → 31 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
69% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$885K |
| 2 |
RR
Robotti Robert
|
+$728K |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$542K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$327K |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$405K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$398K |
| 3 |
QC
Quantedge Capital
Singapore
|
-$354K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$294K |
| 5 |
6M
6 Meridian
Wichita,
Kansas
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
|
AA
27
Ancora Advisors
Cleveland,
Ohio
| $2K | – | – | – |
|
28
US Bancorp
Minneapolis,
Minnesota
| $2K | – | – | – |
|
|
SWM
29
Spire Wealth Management
Mclean,
Virginia
| $1K | +$1.17K | +100 | New |
|
|
QC
30
Quantedge Capital
Singapore
| – | -$354K | -33,640 | Closed |
|
|
CRC
31
Curi RMB Capital
Chicago,
Illinois
| – | -$294K | -27,849 | Closed |
|
|
JCM
32
JD Capital Management
Darien,
Connecticut
| – | -$180K | -17,076 | Closed |
|
33
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$33K | -3,086 | Closed |
|
|
HI
34
Harbour Investments
Madison,
Wisconsin
| – | +$292 | +25 | New |
|
SEVN Hedge Fund Activity: Q1 2021 in Review
31 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q1 2021, worth a combined $22.9M — up 14% from $20.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SEVN and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 4 added.
The largest buyer was Morgan Stanley, adding an estimated $885K. The largest seller was Wells Fargo, cutting an estimated $405K.
- 31 institutional investors held Seven Hills Realty Trust (SEVN) as of Q1 2021, down from 33 in Q4 2020.
- Funds reported $22.9M of Seven Hills Realty Trust stock for Q1 2021, up 14% quarter-over-quarter.
- 4 funds opened new Seven Hills Realty Trust positions in Q1 2021 and 5 closed out, a net change of -1 holder.
- The largest Seven Hills Realty Trust buyer in Q1 2021 was Morgan Stanley, an estimated $885K added.
- The largest Seven Hills Realty Trust seller in Q1 2021 was Wells Fargo, an estimated $405K sold.
Based on aggregated 13F filings for Q1 2021.