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SEVN

Seven Hills Realty Trust

43 hedge funds and large institutions have $61.4M invested in Seven Hills Realty Trust in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

23% more funds holding

Funds holding: 3543 (+8)

13% more capital invested

Capital invested by funds: $54.3M → $61.4M (+$7.09M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
43
Holders Change
+8
Holders Change %
+22.86%
% 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
10
Increased
17
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$10M -$1.5M -74,028 -13%
Wells Fargo
2
Wells Fargo
California
$8.54M +$570K +28,102 +7%
Morgan Stanley
3
Morgan Stanley
New York
$6.12M -$1.06M -52,071 -15%
MC
4
Matisse Capital
Oregon
$5.3M -$242K -11,957 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.25M +$125K +6,165 +2%
CA
6
Cornerstone Advisors
North Carolina
$4.71M +$4.73M +233,133 New
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$4.13M +$759K +37,423 +22%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.88M +$46.4K +2,291 +3%
CL
9
CSS LLC
Illinois
$1.61M +$26.1K +1,286 +2%
PCP
10
Proficio Capital Partners
Massachusetts
$1.43M
RCM
11
RB Capital Management
Nevada
$1.21M +$8.84K +436 +0.7%
WAM
12
Wolverine Asset Management
Illinois
$986K +$799K +39,440 +420%
ACP
13
Aviance Capital Partners
Florida
$910K +$914K +45,067 New
LCM
14
Landscape Capital Management
New Jersey
$860K -$439K -21,636 -34%
ICM
15
Ionic Capital Management
New York
$807K +$810K +39,942 New
GC
16
Guggenheim Capital
Illinois
$768K +$113K +5,574 +17%
BI
17
Bulldog Investors
New Jersey
$745K +$748K +36,897 New
Bank of America
18
Bank of America
North Carolina
$618K -$260K -12,820 -30%
6M
19
6 Meridian
Kansas
$506K +$109K +5,361 +27%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$485K +$487K +24,026 New
SFS
21
Shaker Financial Services
Virginia
$482K +$484K +23,884 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$443K +$79.2K +3,908 +22%
PAS
23
Park Avenue Securities
New York
$434K +$70.8K +3,494 +19%
Walleye Capital
24
Walleye Capital
New York
$427K +$163K +8,061 +62%
MML Investors Services
25
MML Investors Services
Massachusetts
$383K +$3.41K +168 +0.9%

SEVN Hedge Fund Activity: Q4 2019 in Review

43 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2019, worth a combined $61.4M — up 13% from $54.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SEVN positions and 2 closed out — a net gain of 8 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Aviance Capital Partners, opening a new position worth an estimated $914K. The largest seller was Raymond James & Associates, cutting an estimated $1.5M.

  • 43 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2019, up from 35 in Q3 2019.
  • Funds reported $61.4M of Seven Hills Realty Trust stock for Q4 2019, up 13% quarter-over-quarter.
  • 10 funds opened new Seven Hills Realty Trust positions in Q4 2019 and 2 closed out, a net change of +8 holders.
  • The largest Seven Hills Realty Trust buyer in Q4 2019 was Aviance Capital Partners, an estimated $914K added.
  • The largest Seven Hills Realty Trust seller in Q4 2019 was Raymond James & Associates, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2019.