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SEVN

Seven Hills Realty Trust

31 hedge funds and large institutions have $22.9M invested in Seven Hills Realty Trust in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $20.1M → $22.9M (+$2.88M)

0.12% more ownership

Funds ownership: 18.88%18.99% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3331 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

69% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 13

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
4
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.72M +$885K +75,756 +32%
MC
2
Matisse Capital
Oregon
$3.64M -$57.6K -4,934 -2%
RJA
3
Raymond James & Associates
Florida
$3.51M -$46.1K -3,948 -1%
BI
4
Bulldog Investors
New Jersey
$3.21M
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.12M +$327K +27,980 +19%
LCM
6
Landscape Capital Management
New Jersey
$1.59M -$23 -2 -0%
MIG
7
Mariner Investment Group
New York
$1.17M +$542K +46,414 +90%
RR
8
Robotti Robert
$748K +$728K +62,301 New
Goldman Sachs
9
Goldman Sachs
New York
$705K
Bank of America
10
Bank of America
North Carolina
$460K -$398K -34,048 -47%
6M
11
6 Meridian
Kansas
$427K -$219K -18,782 -35%
Wells Fargo
12
Wells Fargo
California
$393K -$405K -34,629 -51%
SC
13
Scotia Capital
Ontario, Canada
$316K +$308K +26,336 New
UBS Group
14
UBS Group
Switzerland
$171K -$6.69K -573 -4%
GC
15
Guggenheim Capital
Illinois
$145K -$1.87K -160 -1%
PAG
16
Private Advisor Group
New Jersey
$144K -$64.2K -5,500 -31%
RJT
17
Raymond James Trust
Florida
$126K -$9.52K -815 -7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$122K -$132K -11,265 -53%
JPLA
19
Joseph P. Lucia & Associates
New York
$80K
FIA
20
FNY Investment Advisers
New York
$36K -$26.2K -2,246 -43%
Osaic Holdings
21
Osaic Holdings
Arizona
$30K +$14.5K +1,244 +102%
TFM
22
TFC Financial Management
Massachusetts
$17K
AAM
23
Advisors Asset Management
Colorado
$9K -$19.4K -1,663 -70%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$7K
WT
25
Whittier Trust
California
$6K

SEVN Hedge Fund Activity: Q1 2021 in Review

31 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q1 2021, worth a combined $22.9M — up 14% from $20.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SEVN and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 4 added.

The largest buyer was Morgan Stanley, adding an estimated $885K. The largest seller was Wells Fargo, cutting an estimated $405K.

  • 31 institutional investors held Seven Hills Realty Trust (SEVN) as of Q1 2021, down from 33 in Q4 2020.
  • Funds reported $22.9M of Seven Hills Realty Trust stock for Q1 2021, up 14% quarter-over-quarter.
  • 4 funds opened new Seven Hills Realty Trust positions in Q1 2021 and 5 closed out, a net change of -1 holder.
  • The largest Seven Hills Realty Trust buyer in Q1 2021 was Morgan Stanley, an estimated $885K added.
  • The largest Seven Hills Realty Trust seller in Q1 2021 was Wells Fargo, an estimated $405K sold.

Based on aggregated 13F filings for Q1 2021.