Service Properties Trust
373 hedge funds and large institutions have $4.1B invested in Service Properties Trust in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 140 increasing their positions, 122 reducing their positions, and 29 closing their positions.
93% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 29
55% more call options, than puts
Call options by funds: $15M | Put options by funds: $9.68M
15% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 122
7% more capital invested
Capital invested by funds: $3.84B → $4.1B (+$260M)
7% more funds holding
Funds holding: 350 → 373 (+23)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1.4% less ownership
Funds ownership: 17.12% → 15.71% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$134M |
| 2 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$15.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.7M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$11.3M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$62.7M |
| 2 |
Bank of New York Mellon
New York
|
-$61.8M |
| 3 |
Goldman Sachs
New York
|
-$60M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$23.7M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$13.2M |
SVC Hedge Fund Activity: Q4 2016 in Review
373 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q4 2016, worth a combined $4.1B — up 6.8% from $3.84B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SVC positions and 29 closed out — a net gain of 27 holders — while 140 added to existing stakes and 122 trimmed.
The largest buyer was AJO LP, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $62.7M.
- 373 institutional investors held Service Properties Trust (SVC) as of Q4 2016, up from 350 in Q3 2016.
- Funds reported $4.1B of Service Properties Trust stock for Q4 2016, up 6.8% quarter-over-quarter.
- 56 funds opened new Service Properties Trust positions in Q4 2016 and 29 closed out, a net change of +27 holders.
- The largest Service Properties Trust buyer in Q4 2016 was AJO LP, an estimated $134M added.
- The largest Service Properties Trust seller in Q4 2016 was JP Morgan Chase, an estimated $62.7M sold.
Based on aggregated 13F filings for Q4 2016.