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SEVN

Seven Hills Realty Trust
SEVN

47 hedge funds and large institutions have $51.5M invested in Seven Hills Realty Trust in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

2% less funds holding

Funds holding: 48 → 47 (-1)

3.89% less ownership

Funds ownership: 30.82% → 26.93% (-3.9%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

13% less capital invested

Capital invested by funds: $59.1M → $51.5M (-$7.55M)

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
10
Closed
9
Calls
$15K
Puts
–
Net Calls
+$15K
Net Calls Change
-$5K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$1.23M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$996K
3
Goldman Sachs
Goldman Sachs
New York
+$954K
4
CGA
Crescent Grove Advisors
Illinois
+$509K
5
HF
HRT Financial
New York
+$351K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.53M
2
KA
Kore Advisors
Florida
-$1.59M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$757K
4
KWM
Kingsview Wealth Management
Oregon
-$434K
5
6CM
683 Capital Management
New York
-$256K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$193K -$34.5K -2,678 -15%
Marshall Wace
27
Marshall Wace
United Kingdom
$187K +$187K +14,507 New
JF
28
Jump Financial
Illinois
$175K +$43.3K +3,364 +33%
HIM
29
Hillsdale Investment Management
Ontario, Canada
$167K – – –
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$166K +$165K +12,812 New
CSS
31
Cubist Systematic Strategies
Connecticut
$162K +$161K +12,540 New
GRP
32
Global Retirement Partners
California
$105K -$5.31K -413 -5%
Nisa Investment Advisors
33
Nisa Investment Advisors
Missouri
$69K – – –
Bank of America
34
Bank of America
North Carolina
$59.5K -$90.8K -7,055 -61%
Simplex Trading
35
Simplex Trading
Illinois
$33K +$33.8K +2,628 New
TFM
36
TFC Financial Management
Massachusetts
$18.6K – – –
Wells Fargo
37
Wells Fargo
California
$17.1K +$39 +3 +0.2%
UBS Group
38
UBS Group
Switzerland
$10K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$7.57K – – –
Comerica Bank
40
Comerica Bank
Texas
$6.24K – – –
WIM
41
Westside Investment Management
California
$3.72K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$1.88K -$12.9K -1,003 -87%
AA
43
Ancora Advisors
Ohio
$1.74K – – –
TRCT
44
Tower Research Capital (TRC)
New York
$1.29K -$14.6K -1,131 -92%
RFA
45
Register Financial Advisors
Georgia
$504 +$502 +39 New
HNB
46
Huntington National Bank
Ohio
$26 -$51.5K -4,000 -100%
Macquarie Group
47
Macquarie Group
Australia
$5 +$5.03K +391 New
KA
48
Kore Advisors
Florida
– -$1.59M -123,076 Closed
KWM
49
Kingsview Wealth Management
Oregon
– -$434K -33,505 Closed
6CM
50
683 Capital Management
New York
– -$256K -19,768 Closed
1
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SEVN Hedge Fund Activity: Q1 2024 in Review

47 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q1 2024, worth a combined $51.5M — down 13% from $59.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SEVN and 8 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 17 added.

The largest buyer was Millennium Management, adding an estimated $1.23M. The largest seller was Morgan Stanley, cutting an estimated $9.53M.

  • 47 institutional investors held Seven Hills Realty Trust (SEVN) as of Q1 2024, down from 48 in Q4 2023.
  • Funds reported $51.5M of Seven Hills Realty Trust stock for Q1 2024, down 13% quarter-over-quarter.
  • 8 funds opened new Seven Hills Realty Trust positions in Q1 2024 and 9 closed out, a net change of -1 holder.
  • The largest Seven Hills Realty Trust buyer in Q1 2024 was Millennium Management, an estimated $1.23M added.
  • The largest Seven Hills Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $9.53M sold.

Based on aggregated 13F filings for Q1 2024.