We are live on ! Find out more
SVC

Service Properties Trust

358 hedge funds and large institutions have $3.28B invested in Service Properties Trust in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 143 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $7.85M | Put options by funds: $1.82M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

34% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 107

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

10% more capital invested

Capital invested by funds: $2.98B → $3.28B (+$302M)

1% more funds holding

Funds holding: 355358 (+3)

0.02% more ownership

Funds ownership: 15.15%15.17% (+0.02%)

Holders
358
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
7.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
38
Increased
143
Reduced
107
Closed
33
Calls
$7.85M
Puts
$1.82M
Net Calls
+$6.04M
Net Calls Change
+$4.49M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
276
Wealthspire Advisors (Maryland)
Maryland
$105K -$1.72K -13 -2%
WEC
277
Winslow Evans & Crocker
Massachusetts
$84K
FHB
278
First Hawaiian Bank
Hawaii
$75K -$63.9K -484 -46%
S
279
SignatureFD
Georgia
$68K +$1.58K +12 +2%
KBC Group
280
KBC Group
Belgium
$62K
APA
281
American Portfolios Advisors
New York
$61.4K
SP
282
Symmetry Partners
Connecticut
$59K +$59.3K +449 New
AWM
283
AllSquare Wealth Management
New York
$58K
CAL
284
Capital Analysts LLC
Pennsylvania
$45K +$528 +4 +1%
HNB
285
Huntington National Bank
Ohio
$44K -$5.28K -40 -11%
DWM
286
Destination Wealth Management
California
$42K
BAM
287
Bruderman Asset Management
New York
$40K
TCOV
288
Trust Company of Vermont
Vermont
$39K
AF
289
Advisornet Financial
Minnesota
$36K +$36.4K +276 New
LM
290
Legg Mason
Maryland
$35K
MRCM
291
M&R Capital Management
New Jersey
$31K -$6.86K -52 -18%
BFEC
292
Benjamin F. Edwards & Company
Missouri
$30K
CAGAS
293
Capital Advisory Group Advisory Services
Minnesota
$26K
MA
294
MUFG Americas
New York
$26K
VNA
295
Valley National Advisers
Pennsylvania
$26K
FCA
296
FinTrust Capital Advisors
South Carolina
$24K
PI
297
PineBridge Investments
New York
$23K -$34.3K -260 -60%
LC
298
Lindbrook Capital
California
$23K
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$23K +$23.1K +175 New
ASN
300
Advisory Services Network
Georgia
$22K +$20.3K +154 +963%

SVC Hedge Fund Activity: Q1 2019 in Review

358 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q1 2019, worth a combined $3.28B — up 10% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SVC positions and 33 closed out — a net gain of 5 holders — while 143 added to existing stakes and 107 trimmed.

The largest buyer was State Street, adding an estimated $34.5M. The largest seller was AJO LP, cutting an estimated $25.9M.

  • 358 institutional investors held Service Properties Trust (SVC) as of Q1 2019, up from 355 in Q4 2018.
  • Funds reported $3.28B of Service Properties Trust stock for Q1 2019, up 10% quarter-over-quarter.
  • 38 funds opened new Service Properties Trust positions in Q1 2019 and 33 closed out, a net change of +5 holders.
  • The largest Service Properties Trust buyer in Q1 2019 was State Street, an estimated $34.5M added.
  • The largest Service Properties Trust seller in Q1 2019 was AJO LP, an estimated $25.9M sold.

Based on aggregated 13F filings for Q1 2019.