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SEVN

Seven Hills Realty Trust

39 hedge funds and large institutions have $60.6M invested in Seven Hills Realty Trust in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

20% more capital invested

Capital invested by funds: $50.5M → $60.6M (+$10.1M)

18% more funds holding

Funds holding: 3339 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.84%
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
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$16.1M +$184K +10,487 +1%
Morgan Stanley
2
Morgan Stanley
New York
$6.6M +$281K +16,008 +5%
Wells Fargo
3
Wells Fargo
California
$6.11M +$1.57M +89,755 +38%
MC
4
Matisse Capital
Oregon
$5.13M +$65.5K +3,731 +1%
CA
5
Cornerstone Advisors
North Carolina
$4.66M +$18 +1 +0%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.48M +$580K +33,055 +16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.05M -$466K -26,564 -19%
LCM
8
Landscape Capital Management
New Jersey
$1.79M +$1.14M +65,247 +215%
CRC
9
Curi RMB Capital
Illinois
$1.72M +$531K +30,250 +49%
WAM
10
Wolverine Asset Management
Illinois
$1.7M -$210K -11,976 -12%
CL
11
CSS LLC
Illinois
$1.42M
Bank of America
12
Bank of America
North Carolina
$1.42M -$5.54M -315,710 -81%
PCP
13
Proficio Capital Partners
Massachusetts
$1.28M -$4.83K -275 -0.4%
RCM
14
RB Capital Management
Nevada
$1.05M +$71.7K +4,086 +8%
MML Investors Services
15
MML Investors Services
Massachusetts
$806K +$3.19K +182 +0.4%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$718K +$597K +34,016 +773%
GC
17
Guggenheim Capital
Illinois
$428K -$129K -7,349 -24%
UBS Group
18
UBS Group
Switzerland
$353K -$14.2K -807 -4%
6M
19
6 Meridian
Kansas
$297K +$47K +2,679 +20%
OC
20
Oppenheimer & Co
New York
$282K -$136K -7,738 -34%
Walleye Trading
21
Walleye Trading
New York
$273K +$3.51K +200 +1%
PAS
22
Park Avenue Securities
New York
$271K +$15.1K +862 +6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$270K +$5.7K +325 +2%
RTS
24
Round Table Services
New Jersey
$239K +$225K +12,800 New
DA
25
Doliver Advisors
Texas
$221K +$207K +11,815 New

SEVN Hedge Fund Activity: Q1 2019 in Review

39 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q1 2019, worth a combined $60.6M — up 20% from $50.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SEVN positions and 3 closed out — a net gain of 6 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.57M. The largest seller was Bank of America, cutting an estimated $5.54M.

  • 39 institutional investors held Seven Hills Realty Trust (SEVN) as of Q1 2019, up from 33 in Q4 2018.
  • Funds reported $60.6M of Seven Hills Realty Trust stock for Q1 2019, up 20% quarter-over-quarter.
  • 9 funds opened new Seven Hills Realty Trust positions in Q1 2019 and 3 closed out, a net change of +6 holders.
  • The largest Seven Hills Realty Trust buyer in Q1 2019 was Wells Fargo, an estimated $1.57M added.
  • The largest Seven Hills Realty Trust seller in Q1 2019 was Bank of America, an estimated $5.54M sold.

Based on aggregated 13F filings for Q1 2019.