SVC

Service Properties Trust
SVC

Overview Fund Activity

244 hedge funds and large institutions have $1.13B invested in Service Properties Trust in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 82 reducing their positions, and 29 closing their positions.

Holders
244
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
3.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
84
Reduced
82
Closed
29
Calls
$11.2M
Puts
$2.12M
Net Calls
+$9.11M
Net Calls Change
+$3.94M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.2M
2
BlackRock
2
BlackRock
New York
$271M
3
PC
3
PointState Capital
New York
$10.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$13.6M
5
Invesco
5
Invesco
Georgia
$23.5M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$8.44M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.88M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.12M
4
TCA
4
Taconic Capital Advisors
New York
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$226M
Name Market Value Shares Shares
Change 		Shares
Change %
LFA
226
LGT Financial Advisors
Texas
$2.56K 300 – –
SWA
227
SOA Wealth Advisors
New York
$2.56K 300 – –
Barrow, Hanley, Mewhinney & Strauss
228
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.08K 244 – –
GRP
229
Global Retirement Partners
California
$1.38K 170 – –
LOIP
230
Live Oak Investment Partners
Texas
– – – –
IA
231
IFP Advisors
Florida
$1.22K 142 – –
BIA
232
Bell Investment Advisors
California
$1.09K 127 – –
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$1.01K 118 – –
TFA
234
Transamerica Financial Advisors
Florida
$1K 1 – –
Loomis, Sayles & Company
235
Loomis, Sayles & Company
Massachusetts
$1K 158 +92 +139%
BTI
236
Blue Trust Inc
Georgia
$1K 179 +179 New
CAM
237
ClariVest Asset Management
California
$999 117 – –
QC
238
Quent Capital
New York
$948 111 – –
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$837 98 +98 New
PFBT
240
Parkside Financial Bank & Trust
Missouri
$769 90 -146 -62%
PWMG
241
Private Wealth Management Group
New Jersey
$709 83 +83 New
KFI
242
Key Financial Inc
Pennsylvania
$640 75 – –
SS
243
Sunbelt Securities
Texas
$598 70 – –
MFT
244
Moisand Fitzgerald Tamayo
Florida
$228 27 -101 -79%
SPIA
245
Steward Partners Investment Advisory
New York
$32 4 – –
TCA
246
Taconic Capital Advisors
New York
– – -250,000 Closed
FG
247
Formula Growth
Quebec, Canada
– – -148,306 Closed
State of New Jersey Common Pension Fund D
248
State of New Jersey Common Pension Fund D
New Jersey
– – -90,934 Closed
HF
249
HRT Financial
New York
– – -85,284 Closed
Group One Trading
250
Group One Trading
Illinois
– – -57,791 Closed
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10
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