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SEVN

Seven Hills Realty Trust

34 hedge funds and large institutions have $31.1M invested in Seven Hills Realty Trust in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

4.94% less ownership

Funds ownership: 25.57%20.63% (-4.9%)

6% less funds holding

Funds holding: 3634 (-2)

18% less capital invested

Capital invested by funds: $37.7M → $31.1M (-$6.61M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.96M +$336K +34,678 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.87M -$401K -41,406 -6%
IAA
3
Independent Advisor Alliance
North Carolina
$5.08M -$1.51M -155,839 -24%
MC
4
Matisse Capital
Oregon
$2.05M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.25M
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$1.04M +$35.3K +3,647 +4%
CC
7
Claybrook Capital
Massachusetts
$724K
Millennium Management
8
Millennium Management
New York
$718K +$482K +49,719 +246%
Renaissance Technologies
9
Renaissance Technologies
New York
$713K +$81.3K +8,392 +14%
SC
10
Scotia Capital
Ontario, Canada
$710K +$26.2K +2,705 +4%
BlackRock
11
BlackRock
New York
$667K +$552K +56,980 +711%
Goldman Sachs
12
Goldman Sachs
New York
$603K +$570K +58,768 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$570K
State Street
14
State Street
Massachusetts
$452K
GG
15
Golden Green
South Carolina
$293K +$6.72K +693 +2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$272K +$257K +26,540 New
Northern Trust
17
Northern Trust
Illinois
$230K -$1.09K -113 -0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$179K +$48.4K +4,990 +40%
RJA
19
Raymond James & Associates
Florida
$149K -$20K -2,064 -12%
EP
20
Eudaimonia Partners
Tennessee
$145K
PAG
21
Private Advisor Group
New Jersey
$107K
Osaic Holdings
22
Osaic Holdings
Arizona
$95.9K
GRP
23
Global Retirement Partners
California
$81.1K
Wells Fargo
24
Wells Fargo
California
$48.3K -$455 -47 -1%
HNB
25
Huntington National Bank
Ohio
$41.1K +$38.8K +4,002 New

SEVN Hedge Fund Activity: Q2 2023 in Review

34 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q2 2023, worth a combined $31.1M — down 18% from $37.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SEVN and 4 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $570K. The largest seller was Atlas Wealth, exiting entirely with an estimated $4.76M sold.

  • 34 institutional investors held Seven Hills Realty Trust (SEVN) as of Q2 2023, down from 36 in Q1 2023.
  • Funds reported $31.1M of Seven Hills Realty Trust stock for Q2 2023, down 18% quarter-over-quarter.
  • 4 funds opened new Seven Hills Realty Trust positions in Q2 2023 and 6 closed out, a net change of -2 holders.
  • The largest Seven Hills Realty Trust buyer in Q2 2023 was Goldman Sachs, an estimated $570K added.
  • The largest Seven Hills Realty Trust seller in Q2 2023 was Atlas Wealth, an estimated $4.76M sold.

Based on aggregated 13F filings for Q2 2023.