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SVC

Service Properties Trust

316 hedge funds and large institutions have $682M invested in Service Properties Trust in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 14.79%15.29% (+0.5%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

8% less funds holding

Funds holding: 343316 (-27)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

59% less call options, than puts

Call options by funds: $255K | Put options by funds: $616K

77% less capital invested

Capital invested by funds: $2.95B → $682M (-$2.27B)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
316
Holders Change
-27
Holders Change %
-7.87%
% of All Funds
6.96%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
109
Reduced
113
Closed
65
Calls
$255K
Puts
$616K
Net Calls
-$361K
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
226
Laird Norton Wetherby Wealth Management
California
$55K +$183K +2,045 New
CCM
227
Cohen Capital Management
California
$54K
JCM
228
Jacobi Capital Management
Pennsylvania
$47K +$61K +680 +64%
GWM
229
Geneos Wealth Management
Colorado
$45K -$26.7K -298 -19%
PAM
230
Panagora Asset Management
Massachusetts
$45K -$5.56K -62 -4%
LIA
231
LS Investment Advisors
Michigan
$44K
BCM
232
Brooktree Capital Management
Michigan
$41K -$84.6K -943 -38%
PA
233
Parallel Advisors
California
$41K +$78.7K +877 +129%
S
234
SignatureFD
Georgia
$36K +$101K +1,124 +518%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$32K +$4.75K +53 +5%
CTC
236
Central Trust Company
Missouri
$30K
BCA
237
Berman Capital Advisors
Georgia
$28K +$10.5K +117 +12%
SPIA
238
Steward Partners Investment Advisory
New York
$26K -$28.8K -321 -25%
DCM
239
Dupont Capital Management
Delaware
$26K -$25.3K -282 -23%
Acadian Asset Management
240
Acadian Asset Management
Massachusetts
$25K +$10.9K +121 +15%
SIS
241
Sound Income Strategies
Florida
$25K +$67.5K +752 +453%
PCM
242
Prelude Capital Management
New York
$23K -$39.5K -440 -34%
Schroder Investment Management Group
243
Schroder Investment Management Group
United Kingdom
$21K -$18.7K -209 -19%
QCG
244
Quadrant Capital Group
Ohio
$19K +$10.7K +119 +20%
QT
245
Quantbot Technologies
New York
$19K +$65.4K +729 New
WEC
246
Winslow Evans & Crocker
Massachusetts
$18K
HIA
247
Harbor Investment Advisory
Maryland
$17K
VCP
248
Verus Capital Partners
Arizona
$16K +$53.8K +600 New
APA
249
American Portfolios Advisors
New York
$14.1K -$6.64K -74 -12%
GSWM
250
Golden State Wealth Management
California
$13K +$42.3K +472 New

SVC Hedge Fund Activity: Q1 2020 in Review

316 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q1 2020, worth a combined $682M — down 77% from $2.95B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of SVC and 45 opened new positions — a net loss of 20 holders — while 113 trimmed existing stakes and 109 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $89M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $121M sold.

  • 316 institutional investors held Service Properties Trust (SVC) as of Q1 2020, down from 343 in Q4 2019.
  • Funds reported $682M of Service Properties Trust stock for Q1 2020, down 77% quarter-over-quarter.
  • 45 funds opened new Service Properties Trust positions in Q1 2020 and 65 closed out, a net change of -20 holders.
  • The largest Service Properties Trust buyer in Q1 2020 was Capital International Investors, an estimated $89M added.
  • The largest Service Properties Trust seller in Q1 2020 was Capital Research Global Investors, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2020.