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SEVN

Seven Hills Realty Trust

28 hedge funds and large institutions have $31M invested in Seven Hills Realty Trust in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $22.9M → $31M (+$8.1M)

12% more funds holding

Funds holding: 2528 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.16% less ownership

Funds ownership: 21.77%20.61% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
8
Reduced
9
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
$6.62M +$1.95M +185,968 +41%
IAA
2
Independent Advisor Alliance
North Carolina
$5.86M +$1.52M +144,590 +34%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.32M +$5.38M +512,466 New
BI
4
Bulldog Investors
New Jersey
$2.85M +$73.1K +6,966 +3%
RJA
5
Raymond James & Associates
Florida
$2.65M -$117K -11,162 -4%
MC
6
Matisse Capital
Oregon
$2.12M -$874K -83,336 -29%
MIG
7
Mariner Investment Group
New York
$1.74M +$259K +24,704 +17%
RR
8
Robotti Robert
$1.21M +$564K +53,752 +86%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$661K +$668K +63,712 New
SC
10
Scotia Capital
Ontario, Canada
$421K +$155K +14,756 +57%
BlackRock
11
BlackRock
New York
$366K +$370K +35,231 New
LCM
12
Landscape Capital Management
New Jersey
$324K -$788K -75,120 -71%
Northern Trust
13
Northern Trust
Illinois
$203K +$205K +19,573 New
PAG
14
Private Advisor Group
New Jersey
$143K -$239K -22,800 -62%
UBS Group
15
UBS Group
Switzerland
$116K +$35.6K +3,394 +44%
RJT
16
Raymond James Trust
Florida
$107K -$2.48K -236 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$107K +$82.3K +7,846 +319%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$66K -$29.1K -2,770 -30%
WFS
19
Widmann Financial Services
Maryland
$63K +$64.3K +6,134 New
Wells Fargo
20
Wells Fargo
California
$39K -$250K -23,819 -86%
Bank of America
21
Bank of America
North Carolina
$19K -$233K -22,195 -92%
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$16K +$15.1K +1,442 New
TFM
23
TFC Financial Management
Massachusetts
$15K
TRCT
24
Tower Research Capital (TRC)
New York
$3K +$3.54K +337 New
APA
25
American Portfolios Advisors
New York
$1.06K

SEVN Hedge Fund Activity: Q4 2021 in Review

28 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2021, worth a combined $31M — up 35% from $22.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SEVN positions and 5 closed out — a net gain of 3 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $5.38M. The largest seller was Matisse Capital, cutting an estimated $874K.

  • 28 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2021, up from 25 in Q3 2021.
  • Funds reported $31M of Seven Hills Realty Trust stock for Q4 2021, up 35% quarter-over-quarter.
  • 8 funds opened new Seven Hills Realty Trust positions in Q4 2021 and 5 closed out, a net change of +3 holders.
  • The largest Seven Hills Realty Trust buyer in Q4 2021 was Vanguard Group, an estimated $5.38M added.
  • The largest Seven Hills Realty Trust seller in Q4 2021 was Matisse Capital, an estimated $874K sold.

Based on aggregated 13F filings for Q4 2021.