SEVN

Seven Hills Realty Trust
SEVN

Overview Fund Activity

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.

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$14.5M
2
DA
2
Doliver Advisors
Texas
$560K
3
CA
3
Cornerstone Advisors
North Carolina
$473K
4
Wells Fargo
4
Wells Fargo
California
$2.78M
5
MFS
5
MSI Financial Services
Massachusetts
$219K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$9.35M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$0
3
BRWA
3
B. Riley Wealth Advisors
Florida
$292K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$382K
5
RJA
5
Raymond James & Associates
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$14.5M 832,335 +197,647 +31%
Morgan Stanley
2
Morgan Stanley
New York
$9.35M 541,836 -101,785 -16%
Wells Fargo
3
Wells Fargo
California
$2.78M 160,955 +21,914 +16%
U
4
UBS
Switzerland
$2.44M 141,550 +901 +0.6%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.02M 117,103 +5,018 +4%
SWITC
6
Stewart West Indies Trading Company
Colorado
$1.29M 74,333 – –
TC
7
TFS Capital
Pennsylvania
$1.15M 66,338 – –
Goldman Sachs
8
Goldman Sachs
New York
$1.01M 58,763 – –
DA
9
Doliver Advisors
Texas
$560K 32,437 +32,437 New
CA
10
Cornerstone Advisors
North Carolina
$473K 27,205 +27,205 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$382K 22,142 -12,096 -35%
BRWA
12
B. Riley Wealth Advisors
Florida
$292K 16,933 -14,040 -45%
MFS
13
MSI Financial Services
Massachusetts
$219K 12,700 +10,600 +505%
Bank of America
14
Bank of America
North Carolina
$91K 5,277 -1,124 -18%
Ameriprise
15
Ameriprise
Minnesota
$82K 4,760 -2,865 -38%
WAM
16
Wolverine Asset Management
Illinois
$44K 2,580 +2,580 New
GFM
17
Gramercy Funds Management
Connecticut
$22K 1,302 +1,300 +65,000%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$4K 215 – –
RJA
19
Raymond James & Associates
Florida
– – -10,120 Closed
Lazard Asset Management
20
Lazard Asset Management
New York
– – -1,100 Closed
NMLIC
21
Northwestern Mutual Life Insurance Company
Wisconsin
– – -40 Closed
Geode Capital Management
22
Geode Capital Management
Massachusetts
– – – –