We are live on ! Find out more
SEVN

Seven Hills Realty Trust
SEVN

42 hedge funds and large institutions have $39.2M invested in Seven Hills Realty Trust in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

26% more capital invested

Capital invested by funds: $31.1M → $39.2M (+$8.08M)

24% more funds holding

Funds holding: 34 → 42 (+8)

3.72% more ownership

Funds ownership: 20.63% → 24.35% (+3.7%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
9
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AW
Atlas Wealth
Ohio
+$4.83M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.2M
3
CGA
Crescent Grove Advisors
Illinois
+$659K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$609K
5
VF
Virtu Financial
New York
+$299K

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$1.28M
2
Goldman Sachs
Goldman Sachs
New York
-$603K
3
Morgan Stanley
Morgan Stanley
New York
-$415K
4
Millennium Management
Millennium Management
New York
-$368K
5
PAG
Private Advisor Group
New Jersey
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.05M -$415K -38,752 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.5M +$178K +16,656 +2%
AW
3
Atlas Wealth
Ohio
$4.93M +$4.83M +451,237 New
IAA
4
Independent Advisor Alliance
North Carolina
$4.1M -$1.28M -119,494 -24%
MC
5
Matisse Capital
Oregon
$2.18M – – –
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$1.73M +$609K +56,947 +56%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.33M +$984 +92 +0.1%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$1.22M +$1.2M +111,814 New
Renaissance Technologies
9
Renaissance Technologies
New York
$951K +$188K +17,581 +25%
CC
10
Claybrook Capital
Massachusetts
$771K – – –
SC
11
Scotia Capital
Ontario, Canada
$767K +$10.2K +954 +1%
CGA
12
Crescent Grove Advisors
Illinois
$673K +$659K +61,615 New
BlackRock
13
BlackRock
New York
$630K -$77.6K -7,253 -11%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$601K -$5.78K -540 -1%
State Street
15
State Street
Massachusetts
$522K +$40.6K +3,800 +9%
Millennium Management
16
Millennium Management
New York
$388K -$368K -34,403 -49%
GG
17
Golden Green
South Carolina
$335K +$23K +2,149 +8%
VF
18
Virtu Financial
New York
$305K +$299K +27,915 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$284K -$5.35K -500 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$269K +$264K +24,641 New
Citigroup
21
Citigroup
New York
$255K +$250K +23,362 New
Northern Trust
22
Northern Trust
Illinois
$243K -$1.21K -113 -0.5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$191K – – –
UBS Group
24
UBS Group
Switzerland
$166K +$154K +14,436 +1,865%
RJA
25
Raymond James & Associates
Florida
$159K – – –
1
2

SEVN Hedge Fund Activity: Q3 2023 in Review

42 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2023, worth a combined $39.2M — up 26% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SEVN positions and 3 closed out — a net gain of 8 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Atlas Wealth, opening a new position worth an estimated $4.83M. The largest seller was Independent Advisor Alliance, cutting an estimated $1.28M.

  • 42 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2023, up from 34 in Q2 2023.
  • Funds reported $39.2M of Seven Hills Realty Trust stock for Q3 2023, up 26% quarter-over-quarter.
  • 11 funds opened new Seven Hills Realty Trust positions in Q3 2023 and 3 closed out, a net change of +8 holders.
  • The largest Seven Hills Realty Trust buyer in Q3 2023 was Atlas Wealth, an estimated $4.83M added.
  • The largest Seven Hills Realty Trust seller in Q3 2023 was Independent Advisor Alliance, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2023.