SVC

Service Properties Trust

250 hedge funds and large institutions have $1.32B invested in Service Properties Trust in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 29 closing their positions.

Holders
250
Holders Change
+3
Holders Change %
+1.21%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
89
Reduced
73
Closed
29
Calls
$15.2M
Puts
$4.19M
Net Calls
+$11M
Net Calls Change
+$6.82M
Name Market Value Shares Shares
Change
Shares
Change %
SWA
226
SOA Wealth Advisors
New York
$2.99K 300
Fisher Asset Management
227
Fisher Asset Management
Washington
$2.98K 299 +299 New
IAIM
228
International Assets Investment Management
Florida
$2.86K 287 -10,120 -97%
FFA
229
Farther Finance Advisors
California
$2.83K 284
QC
230
Quent Capital
New York
$2.64K 265
FHA
231
First Horizon Advisors
Tennessee
$2.53K 254 +254 New
PFBT
232
Parkside Financial Bank & Trust
Missouri
$2.35K 236 +129 +121%
MFT
233
Moisand Fitzgerald Tamayo
Florida
$2.05K 206
CAM
234
ClariVest Asset Management
California
$2K 211
LOIP
235
Live Oak Investment Partners
Texas
GRP
236
Global Retirement Partners
California
$1.48K 170 +125 +278%
CFB
237
Cullen/Frost Bankers
Texas
$1.39K 140
UB
238
UMB Bank
Missouri
$1.36K 136
BIA
239
Bell Investment Advisors
California
$1.34K 134
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$1.18K 118
TFA
241
Transamerica Financial Advisors
Florida
$1K 1
PVH
242
Psagot Value Holdings
Israel
$1K 70 +70 New
HI
243
Harbour Investments
Wisconsin
$996 100 -121 -55%
SWM
244
Spire Wealth Management
Virginia
$996 100 +100 New
EARNEST Partners
245
EARNEST Partners
Georgia
$867 87
KFI
246
Key Financial Inc
Pennsylvania
$747 75
SS
247
Sunbelt Securities
Texas
$675 70 +70 New
ECM
248
Everence Capital Management
Indiana
$287 28,860
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$106 10,730 +10,730 New
TF
250
TimeScale Financial
Massachusetts
$95 9