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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$4.83M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.2M |
| 3 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
+$659K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$609K |
| 5 |
VF
Virtu Financial
New York
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.28M |
| 2 |
Goldman Sachs
New York
|
-$603K |
| 3 |
Morgan Stanley
New York
|
-$415K |
| 4 |
Millennium Management
New York
|
-$368K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$107K |
SEVN Hedge Fund Activity: Q3 2023 in Review
42 of the 6,310 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.