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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
SIS
301
Sound Income Strategies
Florida
$20K +$5.28K +40 +35%
FHA
302
First Horizon Advisors
Tennessee
$20K +$18.5K +140 +1,167%
CIM
303
Centersquare Investment Management
Pennsylvania
$19K +$8.45K +64 +76%
FHA
304
Flagship Harbor Advisors
Massachusetts
$19K +$9.77K +74 +101%
AIM
305
Anchor Investment Management
South Carolina
$18.7K
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$18K -$2.77K -21 -13%
NFG
307
Next Financial Group
Texas
$17K -$25.1K -190 -60%
Fuller & Thaler Asset Management
308
Fuller & Thaler Asset Management
California
$17K
SF
309
Synovus Financial
Georgia
$17K
NFH
310
NEXT Financial Holdings
Texas
$17K +$16.9K +128 New
CIAS
311
Capital Investment Advisory Services
North Carolina
$14K
CF
312
Centaurus Financial
California
$12.7K +$2.24K +17 +34%
IA
313
IFP Advisors
Florida
$12K -$77.6K -588 -86%
AIM
314
Advantage Investment Management
Iowa
$12K
RIA
315
Realta Investment Advisors
Delaware
$12K +$11.2K +85 New
NICM
316
Neo Ivy Capital Management
New York
$12K +$12.4K +94 New
AA
317
Advisory Alpha
Michigan
$11.7K +$12K +91 New
SCM
318
Shelton Capital Management
Colorado
$11.6K -$299K -2,263 -97%
PAI
319
Pittenger & Anderson Inc
Nebraska
$11K
SWM
320
SeaCrest Wealth Management
New York
$11K
GAM
321
Gemmer Asset Management
California
$10K -$264 -2 -3%
OC
322
Oakworth Capital
Alabama
$10K
Bessemer Group
323
Bessemer Group
New Jersey
$10K +$1.19K +9 +13%
KFS
324
Kelly Financial Services
Massachusetts
$9.37K +$9.37K +71 New
CAW
325
Cornerstone Advisors (Washington)
Washington
$9K +$2.38K +18 +35%

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.