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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
WS
376
Wedbush Securities
California
-$203K -1,578 Closed
CWP
377
Capital Wealth Planning
Florida
-$205K -1,572 Closed
HAG
378
HighPoint Advisor Group
Illinois
-$121K -1,011 Closed
MWNA
379
Marshall Wace North America
New York
-$126K -975 Closed
GSWM
380
Golden State Wealth Management
California
-$79K -614 Closed
EW
381
Evoke Wealth
California
-$32.1K -249 Closed
Marshall Wace
382
Marshall Wace
United Kingdom
-$32K -245 Closed
CAGAS
383
Capital Advisory Group Advisory Services
Minnesota
-$26K -200 Closed
VNA
384
Valley National Advisers
Pennsylvania
-$26K -200 Closed
CIAS
385
Capital Investment Advisory Services
North Carolina
-$24K -189 Closed
1IA
386
1834 Investment Advisors
Wisconsin
-$22K -170 Closed
AIC
387
Ameritas Investment Company
Nebraska
-$18K -140 Closed
PAI
388
Pittenger & Anderson Inc
Nebraska
-$11K -84 Closed
AM
389
Atwater Malick
Pennsylvania
-$7K -54 Closed
CFG
390
Citizens Financial Group
Rhode Island
-$6K -45 Closed
QCIG
391
Quad-Cities Investment Group
Iowa
-$3K -20 Closed
OIA
392
Optimum Investment Advisors
Illinois
-$2K -15 Closed
BBHC
393
Brown Brothers Harriman & Co
New York
-$1K -9 Closed
SFS
394
Sowell Financial Services
Arkansas
-$122 -1 -25%

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.