We are live on ! Find out more
SEVN

Seven Hills Realty Trust

38 hedge funds and large institutions have $58.6M invested in Seven Hills Realty Trust in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more funds holding

Funds holding: 3638 (+2)

9% less capital invested

Capital invested by funds: $64.7M → $58.6M (-$6.09M)

47% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 15

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
5
Increased
8
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Matisse Capital
Oregon
$8.19M -$35.2K -1,663 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$7.06M -$317K -14,972 -4%
RJA
3
Raymond James & Associates
Florida
$6.63M +$1.33M +62,699 +25%
Bank of America
4
Bank of America
North Carolina
$6.41M +$49.6K +2,345 +0.8%
Wells Fargo
5
Wells Fargo
California
$5.13M +$1.45M +68,716 +39%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.37M +$4.42M +208,912 New
CA
7
Cornerstone Advisors
North Carolina
$3.12M
MIG
8
Mariner Investment Group
New York
$2.64M -$6.74M -318,388 -72%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$2.2M -$738K -34,884 -25%
Citigroup
10
Citigroup
New York
$1.68M +$269K +12,725 +19%
MCM
11
Moore Capital Management
New York
$1.19M
DA
12
Doliver Advisors
Texas
$1.14M -$140K -6,594 -11%
GC
13
Guggenheim Capital
Illinois
$1.09M +$546K +25,804 +98%
AA
14
AQR Arbitrage
Connecticut
$1.01M -$95.5K -4,513 -9%
MFS
15
MSI Financial Services
Massachusetts
$1.01M +$267K +12,613 +35%
Invesco
16
Invesco
Georgia
$691K +$384K +18,135 +122%
UBS Group
17
UBS Group
Switzerland
$660K -$2.11M -99,585 -76%
ZIG
18
Zuckerman Investment Group
Illinois
$648K +$67.9K +3,210 +12%
LPL Financial
19
LPL Financial
California
$631K -$973 -46 -0.1%
CL
20
CSS LLC
Illinois
$500K
SFS
21
Shaker Financial Services
Virginia
$477K -$4.89K -231 -1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$425K -$57.2K -2,705 -12%
RTS
23
Round Table Services
New Jersey
$363K
AA
24
Ancora Advisors
Ohio
$329K -$44K -2,078 -12%
CCP
25
Clough Capital Partners
Massachusetts
$276K +$279K +13,195 New

SEVN Hedge Fund Activity: Q3 2016 in Review

38 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2016, worth a combined $58.6M — down 9.4% from $64.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SEVN positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 15 trimmed.

The largest buyer was Geode Capital Management, opening a new position worth an estimated $4.42M. The largest seller was Mariner Investment Group, cutting an estimated $6.74M.

  • 38 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2016, up from 36 in Q2 2016.
  • Funds reported $58.6M of Seven Hills Realty Trust stock for Q3 2016, down 9.4% quarter-over-quarter.
  • 5 funds opened new Seven Hills Realty Trust positions in Q3 2016 and 3 closed out, a net change of +2 holders.
  • The largest Seven Hills Realty Trust buyer in Q3 2016 was Geode Capital Management, an estimated $4.42M added.
  • The largest Seven Hills Realty Trust seller in Q3 2016 was Mariner Investment Group, an estimated $6.74M sold.

Based on aggregated 13F filings for Q3 2016.