We are live on ! Find out more
SEVN

Seven Hills Realty Trust

31 hedge funds and large institutions have $53.4M invested in Seven Hills Realty Trust in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 3131 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1% less capital invested

Capital invested by funds: $54.1M → $53.4M (-$692K)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
9
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$9.81M +$401K +19,439 +4%
MC
2
Matisse Capital
Oregon
$7.81M +$53.5K +2,598 +0.7%
Bank of America
3
Bank of America
North Carolina
$7M -$1.81M -87,660 -21%
Wells Fargo
4
Wells Fargo
California
$6.32M +$248K +12,026 +4%
Morgan Stanley
5
Morgan Stanley
New York
$5.1M -$836K -40,590 -14%
CA
6
Cornerstone Advisors
North Carolina
$3.46M -$21 -1 -0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.78M -$886K -43,014 -25%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$1.98M -$135K -6,551 -7%
GC
9
Guggenheim Capital
Illinois
$1.33M +$256K +12,433 +24%
AA
10
Advisory Alpha
Michigan
$1.3M +$1.27M +61,570 New
MML Investors Services
11
MML Investors Services
Massachusetts
$1.23M +$32.4K +1,572 +3%
DA
12
Doliver Advisors
Texas
$830K +$17.2K +837 +2%
RCM
13
RB Capital Management
Nevada
$694K +$150K +7,300 +28%
Invesco
14
Invesco
Georgia
$573K -$98.2K -4,765 -15%
AA
15
Ancora Advisors
Ohio
$560K +$107K +5,195 +24%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$506K -$5.63K -273 -1%
CL
17
CSS LLC
Illinois
$502K
Ameriprise
18
Ameriprise
Minnesota
$369K -$63.1K -3,061 -15%
ZIG
19
Zuckerman Investment Group
Illinois
$299K -$200K -9,684 -40%
AA
20
AQR Arbitrage
Connecticut
$227K -$194K -9,399 -47%
CCP
21
Cardan Capital Partners
Colorado
$222K +$8.88K +431 +4%
UBS Group
22
UBS Group
Switzerland
$196K -$4.62K -224 -2%
CAL
23
Capital Advisors Ltd
Ohio
$120K
WAM
24
Wolverine Asset Management
Illinois
$87K -$488K -23,679 -85%
DADC
25
D.A. Davidson & Co
Montana
$36K

SEVN Hedge Fund Activity: Q2 2017 in Review

31 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q2 2017, worth a combined $53.4M — down 1.3% from $54.1M a quarter earlier.

Fund positioning in SEVN was balanced in Q2 2017: 2 funds opened new positions, 2 closed out, 9 added to existing stakes and 12 trimmed.

The largest buyer was Advisory Alpha, opening a new position worth an estimated $1.27M. The largest seller was Bank of America, cutting an estimated $1.81M.

  • 31 institutional investors held Seven Hills Realty Trust (SEVN) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $53.4M of Seven Hills Realty Trust stock for Q2 2017, down 1.3% quarter-over-quarter.
  • 2 funds opened new Seven Hills Realty Trust positions in Q2 2017 and 2 closed out, a net change of 0 holders.
  • The largest Seven Hills Realty Trust buyer in Q2 2017 was Advisory Alpha, an estimated $1.27M added.
  • The largest Seven Hills Realty Trust seller in Q2 2017 was Bank of America, an estimated $1.81M sold.

Based on aggregated 13F filings for Q2 2017.