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SEVN

Seven Hills Realty Trust

33 hedge funds and large institutions have $50.5M invested in Seven Hills Realty Trust in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less funds holding

Funds holding: 3733 (-4)

17% less capital invested

Capital invested by funds: $60.6M → $50.5M (-$10.2M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
13
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$12.8M -$1.22M -72,222 -8%
Bank of America
2
Bank of America
North Carolina
$5.9M -$525K -30,936 -7%
Morgan Stanley
3
Morgan Stanley
New York
$5.08M +$1.05M +61,918 +22%
MC
4
Matisse Capital
Oregon
$4.08M -$173K -10,220 -4%
CA
5
Cornerstone Advisors
North Carolina
$3.76M +$125K +7,371 +3%
Wells Fargo
6
Wells Fargo
California
$3.57M +$748K +44,094 +23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.11M -$9.87K -582 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.05M -$33.4K -1,972 -1%
WAM
9
Wolverine Asset Management
Illinois
$1.55M +$354K +20,877 +26%
CL
10
CSS LLC
Illinois
$1.14M +$59.5K +3,511 +5%
RCM
11
Rivernorth Capital Management
Florida
$1.05M +$645K +38,006 +123%
PCP
12
Proficio Capital Partners
Massachusetts
$1.04M +$23.5K +1,385 +2%
CRC
13
Curi RMB Capital
Illinois
$933K -$712 -42 -0.1%
RCM
14
RB Capital Management
Nevada
$786K -$48.5K -2,862 -5%
MML Investors Services
15
MML Investors Services
Massachusetts
$647K -$136K -8,007 -16%
LCM
16
Landscape Capital Management
New Jersey
$457K +$246K +14,510 +92%
GC
17
Guggenheim Capital
Illinois
$456K +$160K +9,408 +45%
OC
18
Oppenheimer & Co
New York
$344K -$26.6K -1,568 -6%
UBS Group
19
UBS Group
Switzerland
$297K +$85.1K +5,020 +34%
PAS
20
Park Avenue Securities
New York
$220K +$230K +13,576 New
Walleye Trading
21
Walleye Trading
New York
$217K -$30.5K -1,800 -11%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$213K +$240K +14,128 New
6M
23
6 Meridian
Kansas
$199K -$59.6K -3,514 -21%
AA
24
Ancora Advisors
Ohio
$175K +$195K +11,500 +8,519%
RJT
25
Raymond James Trust
Florida
$171K +$192K +11,330 New

SEVN Hedge Fund Activity: Q4 2018 in Review

33 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2018, worth a combined $50.5M — down 17% from $60.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SEVN and 7 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $1.05M. The largest seller was Raymond James & Associates, cutting an estimated $1.22M.

  • 33 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2018, down from 37 in Q3 2018.
  • Funds reported $50.5M of Seven Hills Realty Trust stock for Q4 2018, down 17% quarter-over-quarter.
  • 7 funds opened new Seven Hills Realty Trust positions in Q4 2018 and 10 closed out, a net change of -3 holders.
  • The largest Seven Hills Realty Trust buyer in Q4 2018 was Morgan Stanley, an estimated $1.05M added.
  • The largest Seven Hills Realty Trust seller in Q4 2018 was Raymond James & Associates, an estimated $1.22M sold.

Based on aggregated 13F filings for Q4 2018.