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SEVN

Seven Hills Realty Trust
SEVN

25 hedge funds and large institutions have $50M invested in Seven Hills Realty Trust in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

19% more funds holding

Funds holding: 21 → 25 (+4)

12% more capital invested

Capital invested by funds: $44.6M → $50M (+$5.39M)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIG
Mariner Investment Group
New York
+$387K
2
Bank of America
Bank of America
North Carolina
+$344K
3
CA
Cornerstone Advisors
North Carolina
+$302K
4
WAM
Wolverine Asset Management
Illinois
+$251K
5
Morgan Stanley
Morgan Stanley
New York
+$248K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.27M
2
Wells Fargo
Wells Fargo
California
-$419K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$317K
4
RJA
Raymond James & Associates
Florida
-$12.2K
5
GFM
Gramercy Funds Management
Connecticut
-$20
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$14M +$248K +12,731 +2%
AAM
2
Advisors Asset Management
Colorado
$8.96M -$1.27M -64,926 -13%
UBS Group
3
UBS Group
Switzerland
$3.78M +$3.68M +188,731 New
Wells Fargo
4
Wells Fargo
California
$3.15M -$419K -21,509 -12%
CA
5
Cornerstone Advisors
North Carolina
$3.06M +$302K +15,461 +11%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$2.97M -$317K -16,255 -10%
MIG
7
Mariner Investment Group
New York
$2.85M +$387K +19,833 +16%
RJA
8
Raymond James & Associates
Florida
$1.81M -$12.2K -624 -0.7%
Bank of America
9
Bank of America
North Carolina
$1.69M +$344K +17,658 +26%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.41M – – –
TC
11
TFS Capital
Pennsylvania
$1.38M – – –
Goldman Sachs
12
Goldman Sachs
New York
$1.22M – – –
DA
13
Doliver Advisors
Texas
$987K +$2.73K +140 +0.3%
WAM
14
Wolverine Asset Management
Illinois
$491K +$251K +12,861 +110%
CL
15
CSS LLC
Illinois
$478K – – –
AQR Capital Management
16
AQR Capital Management
Connecticut
$475K +$192K +9,834 +71%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$443K +$39 +2 +0%
MFS
18
MSI Financial Services
Massachusetts
$442K +$162K +8,332 +61%
PVWM
19
Point View Wealth Management
New Jersey
$231K +$12.7K +650 +6%
GFM
20
Gramercy Funds Management
Connecticut
$58K -$20 -1 -0%
DADC
21
D.A. Davidson & Co
Montana
$35K – – –
S
22
SignatureFD
Georgia
$16K +$15.9K +816 New
NPC
23
National Planning Corporation
California
$15K +$14.2K +727 New
PAM
24
Panagora Asset Management
Massachusetts
$14K +$13.2K +675 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$4K – – –
1
2

SEVN Hedge Fund Activity: Q4 2014 in Review

25 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2014, worth a combined $50M — up 12% from $44.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SEVN positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Mariner Investment Group, adding an estimated $387K. The largest seller was Advisors Asset Management, cutting an estimated $1.27M.

  • 25 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2014, up from 21 in Q3 2014.
  • Funds reported $50M of Seven Hills Realty Trust stock for Q4 2014, up 12% quarter-over-quarter.
  • 5 funds opened new Seven Hills Realty Trust positions in Q4 2014 and 0 closed out, a net change of +5 holders.
  • The largest Seven Hills Realty Trust buyer in Q4 2014 was Mariner Investment Group, an estimated $387K added.
  • The largest Seven Hills Realty Trust seller in Q4 2014 was Advisors Asset Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2014.