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SVC

Service Properties Trust

237 hedge funds and large institutions have $687M invested in Service Properties Trust in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 72 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $5.38M | Put options by funds: $2.16M

29% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.26% less ownership

Funds ownership: 16.17%15.91% (-0.26%)

7% less funds holding

Funds holding: 255237 (-18)

39% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 36

42% less capital invested

Capital invested by funds: $1.18B → $687M (-$490M)

Holders
237
Holders Change
-18
Holders Change %
-7.06%
% of All Funds
3.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
93
Reduced
72
Closed
36
Calls
$5.38M
Puts
$2.16M
Net Calls
+$3.22M
Net Calls Change
+$737K
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
251
Dorsey & Whitney Trust
South Dakota
-$116K -2,631 Closed
LNWWM
252
Laird Norton Wetherby Wealth Management
California
-$105K -2,375 Closed
TC
253
TownSquare Capital
Utah
-$99K -2,247 Closed
SFA
254
Sequoia Financial Advisors
Ohio
-$91K -2,065 Closed
EWA
255
EverSource Wealth Advisors
Alabama
-$23K -516 Closed
CG
256
Cutler Group
California
-$13.9K -403 Closed
PMFA
257
Plante Moran Financial Advisors
Michigan
-$16K -360 Closed
DC
258
DeDora Capital
California
-$12K -266 Closed
CAGAS
259
Capital Advisory Group Advisory Services
Minnesota
-$9K -200 Closed
PFS
260
Prospera Financial Services
Texas
-$8K -185 Closed
BLC
261
Brown, Lisle/Cummings
Rhode Island
-$6.62K -150 Closed
AF
262
Advisornet Financial
Minnesota
-$5K -120 Closed
JWM
263
Janiczek Wealth Management
Colorado
-$2K -57 Closed
FCMT
264
Founders Capital Management (Texas)
Texas
-$2K -50 Closed
RCM
265
Raleigh Capital Management
North Carolina
-$2K -38 Closed
T
266
TCWP
Ohio
-$1K -28 Closed
KFI
267
Key Financial Inc
Pennsylvania
-$863 -25 -63%
SN
268
Sittner & Nelson
Oregon
-$1K -13 Closed
C
269
Covestor
United Kingdom
-$35 -1 -14%
GLLW
270
Graves Light Lenhart Wealth
Virginia
+$69 +2 +18%
GRP
271
Global Retirement Partners
California
+$104 +3 +38%

SVC Hedge Fund Activity: Q2 2022 in Review

237 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q2 2022, worth a combined $687M — down 42% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of SVC and 22 opened new positions — a net loss of 14 holders — while 72 trimmed existing stakes and 93 added.

The largest buyer was Flat Footed LLC, adding an estimated $16M. The largest seller was 140 Summer Partners, exiting entirely with an estimated $26.6M sold.

  • 237 institutional investors held Service Properties Trust (SVC) as of Q2 2022, down from 255 in Q1 2022.
  • Funds reported $687M of Service Properties Trust stock for Q2 2022, down 42% quarter-over-quarter.
  • 22 funds opened new Service Properties Trust positions in Q2 2022 and 36 closed out, a net change of -14 holders.
  • The largest Service Properties Trust buyer in Q2 2022 was Flat Footed LLC, an estimated $16M added.
  • The largest Service Properties Trust seller in Q2 2022 was 140 Summer Partners, an estimated $26.6M sold.

Based on aggregated 13F filings for Q2 2022.