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SEVN

Seven Hills Realty Trust
SEVN

42 hedge funds and large institutions have $39.2M invested in Seven Hills Realty Trust in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

26% more capital invested

Capital invested by funds: $31.1M → $39.2M (+$8.08M)

24% more funds holding

Funds holding: 34 → 42 (+8)

3.72% more ownership

Funds ownership: 20.63% → 24.35% (+3.7%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
9
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
+$4.83M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.2M
3
CGA
Crescent Grove Advisors
Illinois
+$659K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$609K
5
VF
Virtu Financial
New York
+$299K

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$1.28M
2
Goldman Sachs
Goldman Sachs
New York
-$603K
3
Morgan Stanley
Morgan Stanley
New York
-$415K
4
Millennium Management
Millennium Management
New York
-$368K
5
PAG
Private Advisor Group
New Jersey
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
26
Eudaimonia Partners
Tennessee
$142K -$12K -1,121 -8%
HIM
27
Hillsdale Investment Management
Ontario, Canada
$135K +$133K +12,400 New
Citadel Advisors
28
Citadel Advisors
Florida
$129K +$127K +11,857 New
GRP
29
Global Retirement Partners
California
$80.5K – – –
Nisa Investment Advisors
30
Nisa Investment Advisors
Missouri
$58.3K +$20.3K +1,900 +55%
HNB
31
Huntington National Bank
Ohio
$43.7K – – –
Wells Fargo
32
Wells Fargo
California
$22K -$28.9K -2,697 -57%
TFM
33
TFC Financial Management
Massachusetts
$15.7K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$9.34K -$90.9K -8,494 -91%
Comerica Bank
35
Comerica Bank
Texas
$5.27K +$5.17K +483 New
Bank of America
36
Bank of America
North Carolina
$5.09K -$5.35K -500 -52%
SIS
37
Sound Income Strategies
Florida
$3.28K – – –
WIM
38
Westside Investment Management
California
$3.15K – – –
WT
39
Washington Trust
Rhode Island
$3.1K – – –
AA
40
Ancora Advisors
Ohio
$1.47K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$301 +$300 +28 New
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$22 +$21 +2 New
Goldman Sachs
43
Goldman Sachs
New York
– -$603K -58,768 Closed
PAG
44
Private Advisor Group
New Jersey
– -$107K -10,527 Closed
HCM
45
Hollencrest Capital Management
California
– -$770 -72 Closed
1
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SEVN Hedge Fund Activity: Q3 2023 in Review

42 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2023, worth a combined $39.2M — up 26% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SEVN positions and 3 closed out — a net gain of 8 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $4.83M. The largest seller was Independent Advisor Alliance, cutting an estimated $1.28M.

  • 42 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2023, up from 34 in Q2 2023.
  • Funds reported $39.2M of Seven Hills Realty Trust stock for Q3 2023, up 26% quarter-over-quarter.
  • 11 funds opened new Seven Hills Realty Trust positions in Q3 2023 and 3 closed out, a net change of +8 holders.
  • The largest Seven Hills Realty Trust buyer in Q3 2023 was Atlas Wealth, an estimated $4.83M added.
  • The largest Seven Hills Realty Trust seller in Q3 2023 was Independent Advisor Alliance, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2023.