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SEVN

Seven Hills Realty Trust
SEVN

34 hedge funds and large institutions have $31.1M invested in Seven Hills Realty Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

4.94% less ownership

Funds ownership: 25.57% → 20.63% (-4.9%)

6% less funds holding

Funds holding: 36 → 34 (-2)

18% less capital invested

Capital invested by funds: $37.7M → $31.1M (-$6.61M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$570K
2
BlackRock
BlackRock
New York
+$552K
3
Millennium Management
Millennium Management
New York
+$482K
4
Morgan Stanley
Morgan Stanley
New York
+$336K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$257K

Top Sellers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
-$4.76M
2
BI
Bulldog Investors
New Jersey
-$2.76M
3
IAA
Independent Advisor Alliance
North Carolina
-$1.51M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$401K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$232K
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
26
Nisa Investment Advisors
Missouri
$35.3K – – –
TFM
27
TFC Financial Management
Massachusetts
$14.8K – – –
Bank of America
28
Bank of America
North Carolina
$9.91K – – –
UBS Group
29
UBS Group
Switzerland
$7.94K -$23.1K -2,386 -76%
SIS
30
Sound Income Strategies
Florida
$3.08K +$2.91K +300 New
WIM
31
Westside Investment Management
California
$2.96K – – –
WT
32
Washington Trust
Rhode Island
$2.91K – – –
AA
33
Ancora Advisors
Ohio
$1.39K – – –
HCM
34
Hollencrest Capital Management
California
$739 – – –
AW
35
Atlas Wealth
Ohio
– -$4.76M -474,144 Closed
BI
36
Bulldog Investors
New Jersey
– -$2.76M -274,892 Closed
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
– -$232K -23,229 Closed
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
– -$30.1K -3,000 Closed
Simplex Trading
39
Simplex Trading
Illinois
– -$7K -751 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$6K -576 Closed
1
2

SEVN Hedge Fund Activity: Q2 2023 in Review

34 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q2 2023, worth a combined $31.1M — down 18% from $37.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SEVN and 4 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $570K. The largest seller was Atlas Wealth, exiting entirely with an estimated $4.76M sold.

  • 34 institutional investors held Seven Hills Realty Trust (SEVN) as of Q2 2023, down from 36 in Q1 2023.
  • Funds reported $31.1M of Seven Hills Realty Trust stock for Q2 2023, down 18% quarter-over-quarter.
  • 4 funds opened new Seven Hills Realty Trust positions in Q2 2023 and 6 closed out, a net change of -2 holders.
  • The largest Seven Hills Realty Trust buyer in Q2 2023 was Goldman Sachs, an estimated $570K added.
  • The largest Seven Hills Realty Trust seller in Q2 2023 was Atlas Wealth, an estimated $4.76M sold.

Based on aggregated 13F filings for Q2 2023.