We are live on ! Find out more
SVC

Service Properties Trust

276 hedge funds and large institutions have $1.52B invested in Service Properties Trust in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $1.46B → $1.52B (+$59.5M)

0.14% more ownership

Funds ownership: 15.49%15.63% (+0.14%)

4% less funds holding

Funds holding: 288276 (-12)

26% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 108

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

36% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $2.46M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
276
Holders Change
-12
Holders Change %
-4.17%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
27
Increased
80
Reduced
108
Closed
37
Calls
$1.58M
Puts
$2.46M
Net Calls
-$876K
Net Calls Change
-$714K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
251
Carroll Financial Associates
North Carolina
$3K
FCMT
252
Founders Capital Management (Texas)
Texas
$3K
HCP
253
Hexagon Capital Partners
Arkansas
$3K
PCG
254
Private Capital Group
Connecticut
$3K
SWA
255
SOA Wealth Advisors
New York
$3K
TI
256
Truehand Inc
New Hampshire
$3K
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$3K +$842 +14 +48%
CAC
258
Certified Advisory Corp
Florida
$3K +$3.31K +55 New
BAM
259
Bellevue Asset Management
Washington
$2K
HI
260
Hudock Inc
Pennsylvania
$2K
JCM
261
Jacobi Capital Management
Pennsylvania
$2K
RG
262
Retirement Group
California
$2K
TWA
263
TCI Wealth Advisors
Arizona
$2K +$1.74K +29 New
Nisa Investment Advisors
264
Nisa Investment Advisors
Missouri
$1.26K -$239K -3,976 -16%
EARNEST Partners
265
EARNEST Partners
Georgia
$1K
GLLW
266
Graves Light Lenhart Wealth
Virginia
$1K
MHR
267
Matthew Hamilton Rosenberg
$1K
SN
268
Sittner & Nelson
Oregon
$1K
KFI
269
Key Financial Inc
Pennsylvania
$1K +$902 +15 New
TPCW
270
TD Private Client Wealth
New York
$771
DCP
271
Diameter Capital Partners
New York
-$17M -296,000 Closed
Millennium Management
272
Millennium Management
New York
-$8.13M -141,487 Closed
BCC
273
Bain Capital Credit
Massachusetts
-$3.93M -98,933 Closed
Canada Pension Plan Investment Board
274
Canada Pension Plan Investment Board
Ontario, Canada
-$4.71M -81,889 Closed
APG Asset Management
275
APG Asset Management
Netherlands
-$865K -18,420 Closed

SVC Hedge Fund Activity: Q1 2021 in Review

276 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q1 2021, worth a combined $1.52B — up 4.1% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SVC and 27 opened new positions — a net loss of 10 holders — while 108 trimmed existing stakes and 80 added.

The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $24.6M. The largest seller was Diameter Capital Partners, exiting entirely with an estimated $17M sold.

  • 276 institutional investors held Service Properties Trust (SVC) as of Q1 2021, down from 288 in Q4 2020.
  • Funds reported $1.52B of Service Properties Trust stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 27 funds opened new Service Properties Trust positions in Q1 2021 and 37 closed out, a net change of -10 holders.
  • The largest Service Properties Trust buyer in Q1 2021 was Davidson Kempner Capital Management, an estimated $24.6M added.
  • The largest Service Properties Trust seller in Q1 2021 was Diameter Capital Partners, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2021.