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SEVN

Seven Hills Realty Trust
SEVN

36 hedge funds and large institutions have $37.7M invested in Seven Hills Realty Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

57% more capital invested

Capital invested by funds: $24.1M → $37.7M (+$13.7M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more funds holding

Funds holding: 34 → 36 (+2)

2.96% more ownership

Funds ownership: 22.62% → 25.57% (+3%)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $14K

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
13
Reduced
5
Closed
4
Calls
–
Puts
$14K
Net Calls
-$14K
Net Calls Change
+$78K

Top Buyers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
+$5M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$701K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$490K
4
Renaissance Technologies
Renaissance Technologies
New York
+$353K
5
CC
Claybrook Capital
Massachusetts
+$339K

Top Sellers

Rank Fund Capital Flow
1
MIG
Mariner Investment Group
New York
-$1.94M
2
Goldman Sachs
Goldman Sachs
New York
-$534K
3
IAA
Independent Advisor Alliance
North Carolina
-$281K
4
Citadel Advisors
Citadel Advisors
Florida
-$100K
5
Osaic Holdings
Osaic Holdings
Arizona
-$10.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
26
Nisa Investment Advisors
Missouri
$34K – – –
UBS Group
27
UBS Group
Switzerland
$31.7K +$23.3K +2,205 +231%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$30.1K – – –
TFM
29
TFC Financial Management
Massachusetts
$14.5K – – –
Bank of America
30
Bank of America
North Carolina
$9.7K -$295 -28 -3%
Simplex Trading
31
Simplex Trading
Illinois
$7K +$7.92K +751 New
TRCT
32
Tower Research Capital (TRC)
New York
$6K +$1.79K +170 +42%
WIM
33
Westside Investment Management
California
$2.89K – – –
WT
34
Washington Trust
Rhode Island
$2.85K +$2.99K +284 New
AA
35
Ancora Advisors
Ohio
$1.35K – – –
HCM
36
Hollencrest Capital Management
California
$723 – – –
MIG
37
Mariner Investment Group
New York
– -$1.94M -212,846 Closed
Goldman Sachs
38
Goldman Sachs
New York
– -$534K -58,782 Closed
Citadel Advisors
39
Citadel Advisors
Florida
– -$100K -10,996 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– -$9 -1 Closed
1
2

SEVN Hedge Fund Activity: Q1 2023 in Review

36 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q1 2023, worth a combined $37.7M — up 57% from $24.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SEVN positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $5M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $1.94M sold.

  • 36 institutional investors held Seven Hills Realty Trust (SEVN) as of Q1 2023, up from 34 in Q4 2022.
  • Funds reported $37.7M of Seven Hills Realty Trust stock for Q1 2023, up 57% quarter-over-quarter.
  • 6 funds opened new Seven Hills Realty Trust positions in Q1 2023 and 4 closed out, a net change of +2 holders.
  • The largest Seven Hills Realty Trust buyer in Q1 2023 was Atlas Wealth, an estimated $5M added.
  • The largest Seven Hills Realty Trust seller in Q1 2023 was Mariner Investment Group, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2023.