SVC

Service Properties Trust
SVC

Overview Fund Activity

363 hedge funds and large institutions have $3.79B invested in Service Properties Trust in 2017 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 125 increasing their positions, 117 reducing their positions, and 23 closing their positions.

Holders
363
Holders Change
+33
Holders Change %
+10%
% of All Funds
8.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
58
Increased
125
Reduced
117
Closed
23
Calls
$3.6M
Puts
$3.32M
Net Calls
+$287K
Net Calls Change
-$2.02M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$27.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$26.9M
3
CCMH
3
Cornerstone Capital Management Holdings
New York
$28.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$35M
5
Deutsche Bank
5
Deutsche Bank
Germany
$10.9M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$104M
2
ACM
2
Advisors Capital Management
New Jersey
$1.33M
3
TG
3
TCW Group
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$33.4M
5
NFA
5
Nationwide Fund Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
301
IHT Wealth Management
Illinois
$60K 2,050 – –
CAL
302
Capital Analysts LLC
Pennsylvania
$56K 1,877 +24 +1%
SP
303
SWS Partners
Ohio
$53K 1,772 +1,772 New
SGAM
304
Smith Group Asset Management
Texas
$51K 1,758 +364 +26%
BWA
305
BDO Wealth Advisors
Florida
$51K 1,700 +1,700 New
CCM
306
Covington Capital Management
California
– – – –
FGC
307
Financial Gravity Companies
Texas
$44K 1,541 +1,541 New
OIA
308
OneDigital Investment Advisors
Kansas
$43K 1,445 – –
RPC
309
Rossmore Private Capital
Connecticut
$38.6K 1,292 +1,292 New
MA
310
MUFG Americas
New York
$38K 1,282 +282 +28%
VIA
311
Vantage Investment Advisors
Pennsylvania
$33K 1,100 – –
TCOV
312
Trust Company of Vermont
Vermont
$30K 1,000 +1,000 New
GI
313
Gradient Investments
Minnesota
$29K 955 +955 New
DPA
314
Delphi Private Advisors
California
$28K 928 +928 New
GBT
315
Grove Bank & Trust
Florida
$27K 900 – –
WAM
316
Wealthspire Advisors (Maryland)
Maryland
$24K 808 +335 +71%
CIBC Private Wealth Group
317
CIBC Private Wealth Group
Georgia
$24K 800 +800 New
MGIA
318
Moneta Group Investment Advisors
Missouri
$22K 730 +730 New
AWM
319
Avior Wealth Management
Nebraska
$21K 700 -250 -26%
TRCT
320
Tower Research Capital (TRC)
New York
$21K 700 +84 +14%
TSW
321
Thompson Siegel & Walmsley
Virginia
$21K 700 +700 New
SWM
322
SeaCrest Wealth Management
New York
$20K 683 +683 New
TWA
323
TCI Wealth Advisors
Arizona
$19K 620 – –
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$15K 500 – –
AIM
325
Advantage Investment Management
Iowa
$13K 450 – –
11 12
13
14 15