Seven Hills Realty Trust
SEVN
28 hedge funds and large institutions have $31M invested in Seven Hills Realty Trust in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
35% more capital invested
Capital invested by funds: $22.9M → $31M (+$8.1M)
12% more funds holding
Funds holding: 25 → 28 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.16% less ownership
Funds ownership: 21.77% → 20.61% (-1.2%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.38M |
| 2 |
Morgan Stanley
New York
|
+$1.95M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.52M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$668K |
| 5 |
RR
Robotti Robert
|
+$564K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
-$874K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$788K |
| 3 |
Goldman Sachs
New York
|
-$606K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$250K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
26
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $1K | -$4.88K | -465 | -84% |
|
|
AA
27
Ancora Advisors
Cleveland,
Ohio
| $1K | – | – | – |
|
|
WIM
28
Westside Investment Management
Santa Monica,
California
| $2 | +$3.02K | +288 | New |
|
|
29
Goldman Sachs
New York
| – | -$606K | -58,764 | Closed |
|
30
Citadel Advisors
Miami,
Florida
| – | -$117K | -11,366 | Closed |
|
|
FIA
31
FNY Investment Advisers
New York
| – | -$30K | -3,003 | Closed |
|
|
SWM
32
Spire Wealth Management
Mclean,
Virginia
| – | -$1K | -100 | Closed |
|
SEVN Hedge Fund Activity: Q4 2021 in Review
28 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2021, worth a combined $31M — up 35% from $22.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SEVN positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $5.38M. The largest seller was Matisse Capital, cutting an estimated $874K.
- 28 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2021, up from 25 in Q3 2021.
- Funds reported $31M of Seven Hills Realty Trust stock for Q4 2021, up 35% quarter-over-quarter.
- 8 funds opened new Seven Hills Realty Trust positions in Q4 2021 and 5 closed out, a net change of +3 holders.
- The largest Seven Hills Realty Trust buyer in Q4 2021 was Vanguard Group, an estimated $5.38M added.
- The largest Seven Hills Realty Trust seller in Q4 2021 was Matisse Capital, an estimated $874K sold.
Based on aggregated 13F filings for Q4 2021.