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SVC

Service Properties Trust
SVC

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: 2 → 2 (0)

0% less funds holding

Funds holding: 247 → 246 (-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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.16M
2
Northern Trust
Northern Trust
Illinois
+$3.27M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$2.74M
4
Invesco
Invesco
Georgia
+$2.56M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$2.49M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.41M
2
Prudential Financial
Prudential Financial
New Jersey
-$6.74M
3
State Street
State Street
Massachusetts
-$6.69M
4
N
Nuveen
North Carolina
-$6.63M
5
QP
Quilter Plc
United Kingdom
-$5.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
251
Lido Advisors
California
– -$384K -8,845 Closed
VRS
252
Virginia Retirement Systems
Virginia
– -$239K -5,500 Closed
AI
253
AdvisorShares Investments
Maryland
– -$197K -4,545 Closed
CMBA
254
C.M. Bidwell & Associates
Hawaii
– -$160K -3,674 Closed
FM
255
Foster & Motley
Ohio
– -$156K -3,601 Closed
ZIM
256
Zacks Investment Management
Illinois
– -$123K -2,820 Closed
YIH
257
Y-Intercept (HK)
Hong Kong
– -$108K -2,478 Closed
Wellington Management Group
258
Wellington Management Group
Massachusetts
– -$105K -2,415 Closed
FTDI
259
First Trust Direct Indexing
Massachusetts
– -$96.5K -2,222 Closed
PA
260
Profund Advisors
Maryland
– -$89.9K -2,069 Closed
CC
261
Centiva Capital
New York
– -$88.9K -2,045 Closed
QP
262
Quilter Plc
United Kingdom
– -$5.46M -1,100 Closed
BAM
263
Byrne Asset Management
New Jersey
– -$6K -140 Closed
TIM
264
Thompson Investment Management
Wisconsin
– -$6.08K -140 Closed
FHA
265
First Horizon Advisors
Tennessee
– -$2.21K -51 Closed
FGAM
266
Financial Gravity Asset Management
Texas
– -$45 -2 Closed
7 8 9 10
11

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.