Seven Hills Realty Trust
SEVN
21 hedge funds and large institutions have $44.6M invested in Seven Hills Realty Trust in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
1.68% more ownership
Funds ownership: 28.43% → 30.11% (+1.7%)
1% more capital invested
Capital invested by funds: $44M → $44.6M (+$584K)
0% more funds holding
Funds holding: 21 → 21 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.74M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$936K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$520K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$423K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.77M |
| 2 |
GFM
Gramercy Funds Management
Greenwich,
Connecticut
|
-$119K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$44.4K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$18K |
| 5 |
HR
Howe & Rusling
Rochester,
New York
|
-$15K |
SEVN Hedge Fund Activity: Q3 2014 in Review
21 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2014, worth a combined $44.6M — up 1.3% from $44M a quarter earlier.
Fund positioning in SEVN was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.74M. The largest seller was Advisors Asset Management, cutting an estimated $1.77M.
- 21 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $44.6M of Seven Hills Realty Trust stock for Q3 2014, up 1.3% quarter-over-quarter.
- 3 funds opened new Seven Hills Realty Trust positions in Q3 2014 and 3 closed out, a net change of 0 holders.
- The largest Seven Hills Realty Trust buyer in Q3 2014 was Morgan Stanley, an estimated $1.74M added.
- The largest Seven Hills Realty Trust seller in Q3 2014 was Advisors Asset Management, an estimated $1.77M sold.
Based on aggregated 13F filings for Q3 2014.