Seven Hills Realty Trust
SEVN
34 hedge funds and large institutions have $30.1M invested in Seven Hills Realty Trust in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
13% more funds holding
Funds holding: 30 → 34 (+4)
0.66% more ownership
Funds ownership: 21.89% → 22.55% (+0.66%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less capital invested
Capital invested by funds: $34.1M → $30.1M (-$4.03M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$642K |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$338K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$320K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$220K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RR
Robotti Robert
|
-$892K |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
-$427K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
-$45.7K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$41.7K |
| 5 |
Goldman Sachs
New York
|
-$14.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $62K | +$7.49K | +718 | +12% |
|
27
Nisa Investment Advisors
St. Louis,
Missouri
| $31K | +$20.9K | +2,000 | +139% |
|
28
Wells Fargo
San Francisco,
California
| $28K | -$1.2K | -115 | -4% |
|
|
TFM
29
TFC Financial Management
Boston,
Massachusetts
| $13K | – | – | – |
|
30
Bank of America
Charlotte,
North Carolina
| $9K | -$8.86K | -850 | -47% |
|
|
AA
31
Ancora Advisors
Cleveland,
Ohio
| $1K | – | – | – |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| $930 | – | – | – |
|
|
WIM
33
Westside Investment Management
Santa Monica,
California
| $2 | – | – | – |
|
|
SWM
34
Spire Wealth Management
Mclean,
Virginia
| – | -$1K | -100 | Closed |
|
|
PFGIA
35
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$1K | -90 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$10 | +1 | New |
|
SEVN Hedge Fund Activity: Q3 2022 in Review
34 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2022, worth a combined $30.1M — down 12% from $34.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SEVN positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Independent Advisor Alliance, adding an estimated $642K. The largest seller was Robotti Robert, cutting an estimated $892K.
- 34 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2022, up from 30 in Q2 2022.
- Funds reported $30.1M of Seven Hills Realty Trust stock for Q3 2022, down 12% quarter-over-quarter.
- 6 funds opened new Seven Hills Realty Trust positions in Q3 2022 and 2 closed out, a net change of +4 holders.
- The largest Seven Hills Realty Trust buyer in Q3 2022 was Independent Advisor Alliance, an estimated $642K added.
- The largest Seven Hills Realty Trust seller in Q3 2022 was Robotti Robert, an estimated $892K sold.
Based on aggregated 13F filings for Q3 2022.