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SEVN

Seven Hills Realty Trust

34 hedge funds and large institutions have $24.1M invested in Seven Hills Realty Trust in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0.07% more ownership

Funds ownership: 22.55%22.62% (+0.07%)

0% more funds holding

Funds holding: 3434 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less capital invested

Capital invested by funds: $30.1M → $24.1M (-$6.01M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $92K

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
11
Reduced
7
Closed
5
Calls
Puts
$92K
Net Calls
-$92K
Net Calls Change
-$92K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.68M -$435K -46,588 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.04M +$1.16M +123,994 +23%
BI
3
Bulldog Investors
New Jersey
$2.5M
MIG
4
Mariner Investment Group
New York
$1.94M +$77.1K +8,264 +4%
MC
5
Matisse Capital
Oregon
$1.82M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.1M +$4K +429 +0.4%
SC
7
Scotia Capital
Ontario, Canada
$555K +$9.33K +1,000 +2%
Goldman Sachs
8
Goldman Sachs
New York
$534K +$140 +15 +0%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$513K
State Street
10
State Street
Massachusetts
$379K +$82.1K +8,799 +27%
CC
11
Claybrook Capital
Massachusetts
$349K +$359K +38,435 New
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$284K -$10.5K -1,123 -3%
Renaissance Technologies
13
Renaissance Technologies
New York
$251K +$258K +27,645 New
Northern Trust
14
Northern Trust
Illinois
$194K
RJA
15
Raymond James & Associates
Florida
$149K -$26.8K -2,871 -15%
EP
16
Eudaimonia Partners
Tennessee
$128K +$3.37K +361 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$115K +$55.7K +5,967 +89%
Citadel Advisors
18
Citadel Advisors
Florida
$100K +$103K +10,996 New
PAG
19
Private Advisor Group
New Jersey
$95.4K -$12.1K -1,300 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$93.9K +$952 +102 +1%
BlackRock
21
BlackRock
New York
$72.8K -$11.7K -1,249 -13%
GRP
22
Global Retirement Partners
California
$71.9K
Nisa Investment Advisors
23
Nisa Investment Advisors
Missouri
$31K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$27.3K +$28K +3,000 New
Wells Fargo
25
Wells Fargo
California
$20.1K -$7.45K -798 -27%

SEVN Hedge Fund Activity: Q4 2022 in Review

34 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2022, worth a combined $24.1M — down 20% from $30.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SEVN positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.16M. The largest seller was Almitas Capital, exiting entirely with an estimated $790K sold.

  • 34 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $24.1M of Seven Hills Realty Trust stock for Q4 2022, down 20% quarter-over-quarter.
  • 6 funds opened new Seven Hills Realty Trust positions in Q4 2022 and 5 closed out, a net change of +1 holder.
  • The largest Seven Hills Realty Trust buyer in Q4 2022 was Vanguard Group, an estimated $1.16M added.
  • The largest Seven Hills Realty Trust seller in Q4 2022 was Almitas Capital, an estimated $790K sold.

Based on aggregated 13F filings for Q4 2022.