Seven Hills Realty Trust
SEVN
29 hedge funds and large institutions have $24.1M invested in Seven Hills Realty Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 5 closing their positions.
5% more capital invested
Capital invested by funds: $22.9M → $24.1M (+$1.19M)
0.83% more ownership
Funds ownership: 18.99% → 19.83% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 31 → 29 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.5M |
| 2 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$317K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$126K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$109K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$12.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$183K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$145K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$80.1K |
| 4 |
6M
6 Meridian
Wichita,
Kansas
|
-$75.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$59.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $1.22K | +$1.24K | +102 | New |
|
|
SWM
27
Spire Wealth Management
Mclean,
Virginia
| $1K | – | – | – |
|
|
GC
28
Guggenheim Capital
Chicago,
Illinois
| – | -$145K | -12,047 | Closed |
|
|
FIA
29
FNY Investment Advisers
New York
| – | -$36K | -3,004 | Closed |
|
|
AAM
30
Advisors Asset Management
Monument,
Colorado
| – | -$9K | -710 | Closed |
|
31
US Bancorp
Minneapolis,
Minnesota
| – | -$2K | -200 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | +$12 | +1 | New |
|
SEVN Hedge Fund Activity: Q2 2021 in Review
29 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q2 2021, worth a combined $24.1M — up 5.2% from $22.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SEVN and 3 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 4 added.
The largest buyer was Morgan Stanley, adding an estimated $1.5M. The largest seller was Raymond James & Associates, cutting an estimated $183K.
- 29 institutional investors held Seven Hills Realty Trust (SEVN) as of Q2 2021, down from 31 in Q1 2021.
- Funds reported $24.1M of Seven Hills Realty Trust stock for Q2 2021, up 5.2% quarter-over-quarter.
- 3 funds opened new Seven Hills Realty Trust positions in Q2 2021 and 5 closed out, a net change of -2 holders.
- The largest Seven Hills Realty Trust buyer in Q2 2021 was Morgan Stanley, an estimated $1.5M added.
- The largest Seven Hills Realty Trust seller in Q2 2021 was Raymond James & Associates, an estimated $183K sold.
Based on aggregated 13F filings for Q2 2021.