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SEVN

Seven Hills Realty Trust

37 hedge funds and large institutions have $60.6M invested in Seven Hills Realty Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

6% more funds holding

Funds holding: 3537 (+2)

4% more capital invested

Capital invested by funds: $58.6M → $60.6M (+$2.06M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
17
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$16.6M +$893K +48,295 +6%
Bank of America
2
Bank of America
North Carolina
$7.59M -$384K -20,785 -5%
MC
3
Matisse Capital
Oregon
$5.05M -$600K -32,445 -10%
Morgan Stanley
4
Morgan Stanley
New York
$4.95M -$86.5K -4,676 -2%
CA
5
Cornerstone Advisors
North Carolina
$4.35M +$412K +22,290 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.73M -$495K -26,761 -11%
Wells Fargo
7
Wells Fargo
California
$3.47M +$156K +8,446 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.48M +$231K +12,495 +10%
WAM
9
Wolverine Asset Management
Illinois
$1.47M +$883K +47,754 +140%
CL
10
CSS LLC
Illinois
$1.3M
PCP
11
Proficio Capital Partners
Massachusetts
$1.22M +$1.25M +67,589 New
CRC
12
Curi RMB Capital
Illinois
$1.11M +$146K +7,887 +15%
RCM
13
RB Capital Management
Nevada
$989K +$40.1K +2,170 +4%
MML Investors Services
14
MML Investors Services
Massachusetts
$916K +$32K +1,733 +4%
DA
15
Doliver Advisors
Texas
$694K -$924 -50 -0.1%
AA
16
Advisory Alpha
Michigan
$576K +$220K +11,886 +55%
RCM
17
Rivernorth Capital Management
Florida
$557K +$573K +31,000 New
SIA
18
Sit Investment Associates
Minnesota
$517K +$531K +28,740 New
OC
19
Oppenheimer & Co
New York
$439K -$61.9K -3,350 -12%
CCP
20
Cardan Capital Partners
Colorado
$392K +$39.7K +2,145 +11%
GC
21
Guggenheim Capital
Illinois
$375K +$43.5K +2,352 +13%
6M
22
6 Meridian
Kansas
$300K +$1.72K +93 +0.6%
Walleye Trading
23
Walleye Trading
New York
$292K +$22.2K +1,200 +8%
LCM
24
Landscape Capital Management
New Jersey
$284K +$84.5K +4,569 +41%
UBS Group
25
UBS Group
Switzerland
$264K +$18.9K +1,022 +7%

SEVN Hedge Fund Activity: Q3 2018 in Review

37 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2018, worth a combined $60.6M — up 3.5% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SEVN positions and 7 closed out — a net gain of 2 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $2.93M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $624K sold.

  • 37 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2018, up from 35 in Q2 2018.
  • Funds reported $60.6M of Seven Hills Realty Trust stock for Q3 2018, up 3.5% quarter-over-quarter.
  • 9 funds opened new Seven Hills Realty Trust positions in Q3 2018 and 7 closed out, a net change of +2 holders.
  • The largest Seven Hills Realty Trust buyer in Q3 2018 was JP Morgan Private Wealth Advisors, an estimated $2.93M added.
  • The largest Seven Hills Realty Trust seller in Q3 2018 was Bank of Nova Scotia, an estimated $624K sold.

Based on aggregated 13F filings for Q3 2018.