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SVC

Service Properties Trust

246 hedge funds and large institutions have $973M invested in Service Properties Trust in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 81 increasing their positions, 90 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $5.03M

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 247246 (-1)

0.5% less ownership

Funds ownership: 15.8%15.3% (-0.5%)

10% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 90

15% less capital invested

Capital invested by funds: $1.14B → $973M (-$169M)

Holders
246
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
3.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
81
Reduced
90
Closed
19
Calls
$10.2M
Puts
$5.03M
Net Calls
+$5.17M
Net Calls Change
+$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$1.81K
HNB
227
Huntington National Bank
Ohio
$1.7K +$1.37K +33 +300%
CT
228
Caldwell Trust
Florida
$1.54K
GRP
229
Global Retirement Partners
California
$1.25K
LOIP
230
Live Oak Investment Partners
Texas
$1.11K
IA
231
IFP Advisors
Florida
$1.09K
CFB
232
Cullen/Frost Bankers
Texas
$1.08K
UB
233
UMB Bank
Missouri
$1.05K
CAM
234
ClariVest Asset Management
California
$1K -$1.79K -43 -65%
TFA
235
Transamerica Financial Advisors
Florida
$1K
Bessemer Group
236
Bessemer Group
New Jersey
$1K +$125 +3 +10%
Loomis, Sayles & Company
237
Loomis, Sayles & Company
Massachusetts
$1K +$374 +9 +225%
MFT
238
Moisand Fitzgerald Tamayo
Florida
$984 -$624 -15 -37%
BIA
239
Bell Investment Advisors
California
$977 -$83 -2 -7%
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$907
QC
241
Quent Capital
New York
$854
EARNEST Partners
242
EARNEST Partners
Georgia
$669
KFI
243
Key Financial Inc
Pennsylvania
$577
SS
244
Sunbelt Securities
Texas
$538
ECM
245
Everence Capital Management
Indiana
$222
CCP
246
Carmel Capital Partners
California
$31 +$42 +1 New
SPIA
247
Steward Partners Investment Advisory
New York
$29 -$2.91K -70 -99%
MWM
248
Moran Wealth Management
Florida
-$2.19M -50,307 Closed
Voloridge Investment Management
249
Voloridge Investment Management
Florida
-$1.99M -45,751 Closed
ERSOT
250
Employees Retirement System of Texas
Texas
-$608K -14,000 Closed

SVC Hedge Fund Activity: Q3 2023 in Review

246 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q3 2023, worth a combined $973M — down 15% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SVC positions and 19 closed out — a net gain of 2 holders — while 81 added to existing stakes and 90 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.16M. The largest seller was Arrowstreet Capital, cutting an estimated $9.41M.

  • 246 institutional investors held Service Properties Trust (SVC) as of Q3 2023, down from 247 in Q2 2023.
  • Funds reported $973M of Service Properties Trust stock for Q3 2023, down 15% quarter-over-quarter.
  • 21 funds opened new Service Properties Trust positions in Q3 2023 and 19 closed out, a net change of +2 holders.
  • The largest Service Properties Trust buyer in Q3 2023 was Goldman Sachs, an estimated $5.16M added.
  • The largest Service Properties Trust seller in Q3 2023 was Arrowstreet Capital, an estimated $9.41M sold.

Based on aggregated 13F filings for Q3 2023.