SEVN

Seven Hills Realty Trust
SEVN

Overview Fund Activity

22 hedge funds and large institutions have $41.8M invested in Seven Hills Realty Trust in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$1.53M
2
MIG
Mariner Investment Group
New York
+$817K
3
BKBG
BHF Kleinwort Benson Group
Belgium
+$435K
4
CA
Cornerstone Advisors
North Carolina
+$432K
5
DA
Doliver Advisors
Texas
+$400K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$1.77M
2
SWITC
Stewart West Indies Trading Company
Colorado
-$1.26M
3
BRWA
B. Riley Wealth Advisors
Florida
-$169K
4
U
UBS
Switzerland
-$82.6K
5
WAM
Wolverine Asset Management
Illinois
-$82.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$12.9M -$1.77M -98,988 -12%
Morgan Stanley
2
Morgan Stanley
New York
$10.5M +$277K +15,492 +3%
Wells Fargo
3
Wells Fargo
California
$3.07M +$94.9K +5,316 +3%
U
4
UBS
Switzerland
$2.78M -$82.6K -4,623 -3%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.69M +$121K +6,766 +5%
CA
6
Cornerstone Advisors
North Carolina
$1.56M +$432K +24,197 +38%
RJA
7
Raymond James & Associates
Florida
$1.53M +$1.53M +85,458 New
TC
8
TFS Capital
Pennsylvania
$1.23M – – –
Goldman Sachs
9
Goldman Sachs
New York
$1.09M – – –
DA
10
Doliver Advisors
Texas
$847K +$400K +22,379 +89%
MIG
11
Mariner Investment Group
New York
$817K +$817K +45,719 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$632K – – –
Bank of America
13
Bank of America
North Carolina
$493K +$335K +18,741 +212%
BKBG
14
BHF Kleinwort Benson Group
Belgium
$435K +$435K +24,351 New
CL
15
CSS LLC
Illinois
$426K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$345K -$12K -673 -3%
MFS
17
MSI Financial Services
Massachusetts
$137K +$25.9K +1,455 +23%
GFM
18
Gramercy Funds Management
Connecticut
$112K +$86.3K +4,817 +335%
WAM
19
Wolverine Asset Management
Illinois
$100K -$82.5K -4,645 -45%
AllianceBernstein
20
AllianceBernstein
Tennessee
$88K +$88K +4,914 New
DADC
21
D.A. Davidson & Co
Montana
$31K +$31K +1,757 New
HR
22
Howe & Rusling
New York
$14K +$14K +803 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$4K – – –
SWITC
24
Stewart West Indies Trading Company
Colorado
– -$1.26M -77,232 Closed
BRWA
25
B. Riley Wealth Advisors
Florida
– -$169K -10,359 Closed
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