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SEVN

Seven Hills Realty Trust
SEVN

19 hedge funds and large institutions have $36.5M invested in Seven Hills Realty Trust in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

6% more funds holding

Funds holding: 18 → 19 (+1)

1% less capital invested

Capital invested by funds: $36.7M → $36.5M (-$211K)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$585K
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$372K
3
U
UBS
Switzerland
+$225K
4
Morgan Stanley
Morgan Stanley
New York
+$184K
5
WAM
Wolverine Asset Management
Illinois
+$128K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$771K
2
DA
Doliver Advisors
Texas
-$145K
3
BRWA
B. Riley Wealth Advisors
Florida
-$121K
4
MFS
MSI Financial Services
Massachusetts
-$117K
5
Ameriprise
Ameriprise
Minnesota
-$82K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$13.3M -$771K -45,889 -5%
Morgan Stanley
2
Morgan Stanley
New York
$9.34M +$184K +10,956 +2%
Wells Fargo
3
Wells Fargo
California
$2.71M -$11.2K -665 -0.4%
U
4
UBS
Switzerland
$2.61M +$225K +13,377 +9%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.34M +$372K +22,147 +18%
SWITC
6
Stewart West Indies Trading Company
Colorado
$1.26M – – –
TC
7
TFS Capital
Pennsylvania
$1.12M – – –
CA
8
Cornerstone Advisors
North Carolina
$1.03M +$585K +34,841 +123%
Goldman Sachs
9
Goldman Sachs
New York
$994K – – –
DA
10
Doliver Advisors
Texas
$408K -$145K -8,643 -26%
CL
11
CSS LLC
Illinois
$388K +$401K +23,863 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$325K -$50.8K -3,028 -13%
BRWA
13
B. Riley Wealth Advisors
Florida
$169K -$121K -7,234 -41%
WAM
14
Wolverine Asset Management
Illinois
$167K +$128K +7,597 +283%
Bank of America
15
Bank of America
North Carolina
$144K +$56.6K +3,368 +61%
MFS
16
MSI Financial Services
Massachusetts
$101K -$117K -6,961 -53%
GFM
17
Gramercy Funds Management
Connecticut
$23K +$1.41K +84 +6%
HF
18
Hoxton Financial
West Virginia
$7K +$7.32K +436 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$4K – – –
Ameriprise
20
Ameriprise
Minnesota
– -$82K -4,946 Closed

SEVN Hedge Fund Activity: Q4 2013 in Review

19 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2013, worth a combined $36.5M — down 0.58% from $36.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SEVN positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $585K. The largest seller was Advisors Asset Management, cutting an estimated $771K.

  • 19 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2013, up from 18 in Q3 2013.
  • Funds reported $36.5M of Seven Hills Realty Trust stock for Q4 2013, down 0.58% quarter-over-quarter.
  • 2 funds opened new Seven Hills Realty Trust positions in Q4 2013 and 1 closed out, a net change of +1 holder.
  • The largest Seven Hills Realty Trust buyer in Q4 2013 was Cornerstone Advisors, an estimated $585K added.
  • The largest Seven Hills Realty Trust seller in Q4 2013 was Advisors Asset Management, an estimated $771K sold.

Based on aggregated 13F filings for Q4 2013.