We are live on ! Find out more
SVC

Service Properties Trust

276 hedge funds and large institutions have $1.52B invested in Service Properties Trust in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.46B → $1.52B (+$59.5M)

0.14% more ownership

Funds ownership: 15.49%15.63% (+0.14%)

4% less funds holding

Funds holding: 288276 (-12)

26% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 108

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

36% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $2.46M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
276
Holders Change
-12
Holders Change %
-4.17%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
27
Increased
80
Reduced
108
Closed
37
Calls
$1.58M
Puts
$2.46M
Net Calls
-$876K
Net Calls Change
-$714K
Name Holding Trade Value Shares
Change
Change in
Stake
DMK
226
David M. Knott
$12K
SPIA
227
Steward Partners Investment Advisory
New York
$11.4K -$26.8K -446 -70%
HNB
228
Huntington National Bank
Ohio
$11K
CFB
229
Cullen/Frost Bankers
Texas
$9K -$28.1K -468 -75%
MAM
230
Meeder Asset Management
Ohio
$9K -$1.5K -25 -14%
IRAG
231
Investment Research & Advisory Group
Georgia
$9K
NFG
232
Next Financial Group
Texas
$9K
APA
233
American Portfolios Advisors
New York
$8.95K
EI
234
Ellevest Inc
New York
$8K
FHA
235
First Horizon Advisors
Tennessee
$8K
CTC
236
Central Trust Company
Missouri
$7K -$6.01K -100 -44%
AF
237
Advisornet Financial
Minnesota
$7K
JWM
238
Janiczek Wealth Management
Colorado
$7K
SWM
239
Spire Wealth Management
Virginia
$7K +$6.97K +116 New
TCOV
240
Trust Company of Vermont
Vermont
$6K -$12K -200 -67%
SFS
241
Sowell Financial Services
Arkansas
$6K -$5.59K -93 -48%
EFSCE
242
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
Fidelity Investments
243
Fidelity Investments
Massachusetts
$5K -$9.32K -155 -63%
BCA
244
Berman Capital Advisors
Georgia
$5K
OC
245
Oakworth Capital
Alabama
$5K
COCM
246
Charter Oak Capital Management
New Hampshire
$5K +$60 +1 +1%
AIG
247
American International Group
New York
$4.65K +$20.5K +341 +0.4%
KFS
248
Kelly Financial Services
Massachusetts
$4.22K
IA
249
IFP Advisors
Florida
$4K
Loomis, Sayles & Company
250
Loomis, Sayles & Company
Massachusetts
$4K +$1.38K +23 +46%

SVC Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q1 2021, worth a combined $1.52B — up 4.1% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SVC and 27 opened new positions — a net loss of 10 holders — while 108 trimmed existing stakes and 80 added.

The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $24.6M. The largest seller was Diameter Capital Partners, exiting entirely with an estimated $17M sold.

  • 276 institutional investors held Service Properties Trust (SVC) as of Q1 2021, down from 288 in Q4 2020.
  • Funds reported $1.52B of Service Properties Trust stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 27 funds opened new Service Properties Trust positions in Q1 2021 and 37 closed out, a net change of -10 holders.
  • The largest Service Properties Trust buyer in Q1 2021 was Davidson Kempner Capital Management, an estimated $24.6M added.
  • The largest Service Properties Trust seller in Q1 2021 was Diameter Capital Partners, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2021.