Seven Hills Realty Trust
SEVN
18 hedge funds and large institutions have $36.7M invested in Seven Hills Realty Trust in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
2.04% more ownership
Funds ownership: 25.64% → 27.69% (+2%)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
8% less capital invested
Capital invested by funds: $39.9M → $36.7M (-$3.27M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$3.67M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$603K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$506K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$407K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.89M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$261K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$225K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$204K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$53.2K |
SEVN Hedge Fund Activity: Q3 2013 in Review
18 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2013, worth a combined $36.7M — down 8.2% from $39.9M a quarter earlier.
Fund positioning in SEVN was balanced in Q3 2013: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $3.67M. The largest seller was Morgan Stanley, cutting an estimated $1.89M.
- 18 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $36.7M of Seven Hills Realty Trust stock for Q3 2013, down 8.2% quarter-over-quarter.
- 3 funds opened new Seven Hills Realty Trust positions in Q3 2013 and 3 closed out, a net change of 0 holders.
- The largest Seven Hills Realty Trust buyer in Q3 2013 was Advisors Asset Management, an estimated $3.67M added.
- The largest Seven Hills Realty Trust seller in Q3 2013 was Morgan Stanley, an estimated $1.89M sold.
Based on aggregated 13F filings for Q3 2013.