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SEVN

Seven Hills Realty Trust

30 hedge funds and large institutions have $34.1M invested in Seven Hills Realty Trust in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

20% more funds holding

Funds holding: 2530 (+5)

18% more capital invested

Capital invested by funds: $28.8M → $34.1M (+$5.3M)

4.15% more ownership

Funds ownership: 17.74%21.89% (+4.1%)

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
10
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.18M +$464K +42,408 +6%
IAA
2
Independent Advisor Alliance
North Carolina
$6.26M +$6.41M +586,466 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.55M -$199K -18,200 -3%
BI
4
Bulldog Investors
New Jersey
$2.94M
MC
5
Matisse Capital
Oregon
$2.18M +$2.23M +204,382 New
MIG
6
Mariner Investment Group
New York
$1.98M +$187K +17,080 +10%
AC
7
Almitas Capital
California
$1.36M -$382K -34,944 -22%
RR
8
Robotti Robert
$1.24M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.14M +$271K +24,748 +30%
Goldman Sachs
10
Goldman Sachs
New York
$643K +$15.4K +1,408 +2%
SC
11
Scotia Capital
Ontario, Canada
$634K +$96K +8,780 +17%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$600K +$14.7K +1,341 +2%
State Street
13
State Street
Massachusetts
$339K +$208K +19,030 +150%
Northern Trust
14
Northern Trust
Illinois
$229K -$689 -63 -0.3%
RJA
15
Raymond James & Associates
Florida
$208K -$2.62M -239,272 -92%
PAG
16
Private Advisor Group
New Jersey
$169K +$173K +15,827 New
Osaic Holdings
17
Osaic Holdings
Arizona
$110K +$101K +9,247 +925%
UBS Group
18
UBS Group
Switzerland
$102K +$10K +919 +11%
GRP
19
Global Retirement Partners
California
$84K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$65K +$4.82K +441 +8%
Wells Fargo
21
Wells Fargo
California
$33K -$2.51K -230 -7%
BlackRock
22
BlackRock
New York
$23K -$374K -34,202 -94%
Bank of America
23
Bank of America
North Carolina
$19K
Nisa Investment Advisors
24
Nisa Investment Advisors
Missouri
$15K
TFM
25
TFC Financial Management
Massachusetts
$15K

SEVN Hedge Fund Activity: Q2 2022 in Review

30 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q2 2022, worth a combined $34.1M — up 18% from $28.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SEVN positions and 0 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $6.41M. The largest seller was Raymond James & Associates, cutting an estimated $2.62M.

  • 30 institutional investors held Seven Hills Realty Trust (SEVN) as of Q2 2022, up from 25 in Q1 2022.
  • Funds reported $34.1M of Seven Hills Realty Trust stock for Q2 2022, up 18% quarter-over-quarter.
  • 5 funds opened new Seven Hills Realty Trust positions in Q2 2022 and 0 closed out, a net change of +5 holders.
  • The largest Seven Hills Realty Trust buyer in Q2 2022 was Independent Advisor Alliance, an estimated $6.41M added.
  • The largest Seven Hills Realty Trust seller in Q2 2022 was Raymond James & Associates, an estimated $2.62M sold.

Based on aggregated 13F filings for Q2 2022.