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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, 88 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.19M

39% more capital invested

Capital invested by funds: $950M → $1.32B (+$373M)

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

21% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 73

1% more funds holding

Funds holding: 247250 (+3)

0.02% more ownership

Funds ownership: 16.04%16.06% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
250
Holders Change
+3
Holders Change %
+1.21%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
88
Reduced
73
Closed
29
Calls
$15.2M
Puts
$4.19M
Net Calls
+$11M
Net Calls Change
+$6.82M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
226
SOA Wealth Advisors
New York
$2.99K
Fisher Asset Management
227
Fisher Asset Management
Washington
$2.98K +$2.77K +60 New
IAIM
228
International Assets Investment Management
Florida
$2.86K -$93.6K -2,024 -97%
FFA
229
Farther Finance Advisors
California
$2.83K
QC
230
Quent Capital
New York
$2.64K
FHA
231
First Horizon Advisors
Tennessee
$2.53K +$2.36K +51 New
PFBT
232
Parkside Financial Bank & Trust
Missouri
$2.35K +$1.2K +26 +124%
MFT
233
Moisand Fitzgerald Tamayo
Florida
$2.05K
CAM
234
ClariVest Asset Management
California
$2K
CT
235
Caldwell Trust
Florida
$1.99K
LOIP
236
Live Oak Investment Partners
Texas
$1.81K
GRP
237
Global Retirement Partners
California
$1.48K +$1.16K +25 +278%
CFB
238
Cullen/Frost Bankers
Texas
$1.39K
UB
239
UMB Bank
Missouri
$1.35K
BIA
240
Bell Investment Advisors
California
$1.33K
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$1.18K
TFA
242
Transamerica Financial Advisors
Florida
$1K
PVH
243
Psagot Value Holdings
Israel
$1K +$647 +14 New
HI
244
Harbour Investments
Wisconsin
$996 -$1.11K -24 -55%
SWM
245
Spire Wealth Management
Virginia
$996 +$925 +20 New
EARNEST Partners
246
EARNEST Partners
Georgia
$867
KFI
247
Key Financial Inc
Pennsylvania
$747
SS
248
Sunbelt Securities
Texas
$675 +$647 +14 New
ECM
249
Everence Capital Management
Indiana
$287
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$106 +$99.2K +2,146 New