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SVC

Service Properties Trust

343 hedge funds and large institutions have $2.95B invested in Service Properties Trust in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 117 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $3.52M | Put options by funds: $1.8M

13% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 53

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.18% less ownership

Funds ownership: 14.97%14.79% (-0.18%)

1% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 117

1% less funds holding

Funds holding: 347343 (-4)

7% less capital invested

Capital invested by funds: $3.17B → $2.95B (-$218M)

Holders
343
Holders Change
-4
Holders Change %
-1.15%
% of All Funds
6.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
60
Increased
116
Reduced
117
Closed
53
Calls
$3.52M
Puts
$1.8M
Net Calls
+$1.72M
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
TT
301
TI-Trust
Illinois
$18K +$17.8K +146 New
FHA
302
First Horizon Advisors
Tennessee
$17K -$34.7K -285 -67%
Fuller & Thaler Asset Management
303
Fuller & Thaler Asset Management
California
$16K
SF
304
Synovus Financial
Georgia
$15K
IA
305
IFP Advisors
Florida
$13K -$17.5K -144 -58%
AIM
306
Anchor Investment Management
South Carolina
$12.2K
OPS
307
Orion Portfolio Solutions
Nebraska
$11K +$11.3K +93 New
TAIM
308
TD Ameritrade Investment Management
Nebraska
$10K +$974 +8 +11%
CIA
309
CSat Investment Advisory
Michigan
$10K +$1.71K +14 +20%
Bessemer Group
310
Bessemer Group
New Jersey
$9K
OC
311
Oakworth Capital
Alabama
$9K
KFS
312
Kelly Financial Services
Massachusetts
$8.66K
CAM
313
Columbia Asset Management
Michigan
$8.01K -$169K -1,391 -17%
FNBOSM
314
First National Bank of South Miami
Florida
$7K
SCA
315
Stonebridge Capital Advisors
Minnesota
$7K
TWA
316
TCI Wealth Advisors
Arizona
$6K -$16K -131 -73%
FCMT
317
Founders Capital Management (Texas)
Texas
$6K
CAC
318
Certified Advisory Corp
Florida
$6K +$122 +1 +2%
HI
319
Hudock Inc
Pennsylvania
$5K
TI
320
Truehand Inc
New Hampshire
$5K
VFA
321
Valeo Financial Advisors
Indiana
$5K
BAM
322
Bellevue Asset Management
Washington
$5K +$4.63K +38 New
RG
323
Retirement Group
California
$5K +$4.87K +40 New
RWB
324
RMR Wealth Builders
New Jersey
$5K +$4.87K +40 New
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$4K +$4.14K +34 New

SVC Hedge Fund Activity: Q4 2019 in Review

343 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q4 2019, worth a combined $2.95B — down 6.9% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SVC positions and 53 closed out — a net gain of 7 holders — while 116 added to existing stakes and 117 trimmed.

The largest buyer was Uniplan Investment Counsel, adding an estimated $25.4M. The largest seller was State Street, cutting an estimated $20.8M.

  • 343 institutional investors held Service Properties Trust (SVC) as of Q4 2019, down from 347 in Q3 2019.
  • Funds reported $2.95B of Service Properties Trust stock for Q4 2019, down 6.9% quarter-over-quarter.
  • 60 funds opened new Service Properties Trust positions in Q4 2019 and 53 closed out, a net change of +7 holders.
  • The largest Service Properties Trust buyer in Q4 2019 was Uniplan Investment Counsel, an estimated $25.4M added.
  • The largest Service Properties Trust seller in Q4 2019 was State Street, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2019.