Seven Hills Realty Trust
SEVN
48 hedge funds and large institutions have $59.1M invested in Seven Hills Realty Trust in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 5 closing their positions.
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
74% more call options, than puts
Call options by funds: $47K | Put options by funds: $27K
51% more capital invested
Capital invested by funds: $39.2M → $59.1M (+$19.9M)
14% more funds holding
Funds holding: 42 → 48 (+6)
6.47% more ownership
Funds ownership: 24.35% → 30.82% (+6.5%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.35M |
| 2 |
BlackRock
New York
|
+$2.08M |
| 3 |
Renaissance Technologies
New York
|
+$941K |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$797K |
| 5 |
Goldman Sachs
New York
|
+$738K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$4.93M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$711K |
| 3 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
-$673K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$666K |
| 5 |
VF
Virtu Financial
New York
|
-$305K |
SEVN Hedge Fund Activity: Q4 2023 in Review
48 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2023, worth a combined $59.1M — up 51% from $39.2M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SEVN positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.35M. The largest seller was Atlas Wealth, exiting entirely with an estimated $4.93M sold.
- 48 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2023, up from 42 in Q3 2023.
- Funds reported $59.1M of Seven Hills Realty Trust stock for Q4 2023, up 51% quarter-over-quarter.
- 13 funds opened new Seven Hills Realty Trust positions in Q4 2023 and 5 closed out, a net change of +8 holders.
- The largest Seven Hills Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $8.35M added.
- The largest Seven Hills Realty Trust seller in Q4 2023 was Atlas Wealth, an estimated $4.93M sold.
Based on aggregated 13F filings for Q4 2023.