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SEVN

Seven Hills Realty Trust

36 hedge funds and large institutions have $37.7M invested in Seven Hills Realty Trust in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

57% more capital invested

Capital invested by funds: $24.1M → $37.7M (+$13.7M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more funds holding

Funds holding: 3436 (+2)

2.96% more ownership

Funds ownership: 22.62%25.57% (+3%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $14K

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
13
Reduced
5
Closed
4
Calls
Puts
$14K
Net Calls
-$14K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.45M +$65.4K +6,200 +0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.14M +$490K +46,426 +7%
IAA
3
Independent Advisor Alliance
North Carolina
$6.54M -$281K -26,657 -4%
AW
4
Atlas Wealth
Ohio
$4.76M +$5M +474,144 New
BI
5
Bulldog Investors
New Jersey
$2.76M
MC
6
Matisse Capital
Oregon
$2.01M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.21M +$9.71K +921 +0.8%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$980K +$701K +66,523 +212%
CC
9
Claybrook Capital
Massachusetts
$709K +$339K +32,153 +84%
SC
10
Scotia Capital
Ontario, Canada
$665K +$58.2K +5,522 +9%
Renaissance Technologies
11
Renaissance Technologies
New York
$613K +$353K +33,455 +121%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$558K -$9.26K -878 -2%
State Street
13
State Street
Massachusetts
$440K +$24.3K +2,300 +6%
GG
14
Golden Green
South Carolina
$280K +$294K +27,861 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$232K +$245K +23,229 New
Northern Trust
16
Northern Trust
Illinois
$226K +$11.6K +1,097 +5%
Millennium Management
17
Millennium Management
New York
$202K +$213K +20,246 New
RJA
18
Raymond James & Associates
Florida
$167K +$2.11K +200 +1%
EP
19
Eudaimonia Partners
Tennessee
$142K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$125K -$2.26K -214 -2%
PAG
21
Private Advisor Group
New Jersey
$106K
Osaic Holdings
22
Osaic Holdings
Arizona
$93.9K -$10.5K -1,000 -10%
BlackRock
23
BlackRock
New York
$80.4K
GRP
24
Global Retirement Partners
California
$75.9K
Wells Fargo
25
Wells Fargo
California
$47.8K +$26.9K +2,551 +116%

SEVN Hedge Fund Activity: Q1 2023 in Review

36 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q1 2023, worth a combined $37.7M — up 57% from $24.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SEVN positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 5 trimmed.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $5M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $1.94M sold.

  • 36 institutional investors held Seven Hills Realty Trust (SEVN) as of Q1 2023, up from 34 in Q4 2022.
  • Funds reported $37.7M of Seven Hills Realty Trust stock for Q1 2023, up 57% quarter-over-quarter.
  • 6 funds opened new Seven Hills Realty Trust positions in Q1 2023 and 4 closed out, a net change of +2 holders.
  • The largest Seven Hills Realty Trust buyer in Q1 2023 was Atlas Wealth, an estimated $5M added.
  • The largest Seven Hills Realty Trust seller in Q1 2023 was Mariner Investment Group, an estimated $1.94M sold.

Based on aggregated 13F filings for Q1 2023.