We are live on ! Find out more
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
Principal Financial Group
26
Principal Financial Group
Iowa
$17.5M -$15.8K -130 -0.1%
WF
27
Welch & Forbes
Massachusetts
$16.8M +$1.01M +8,279 +6%
UBS AM
28
UBS AM
Illinois
$16.7M +$583K +4,785 +4%
PI
29
PGGM Investments
Netherlands
$14.5M +$157K +1,285 +1%
Wells Fargo
30
Wells Fargo
California
$13.1M +$676K +5,550 +5%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$13.1M +$7.04M +57,796 +117%
Goldman Sachs
32
Goldman Sachs
New York
$13M -$4.99M -40,937 -28%
CM
33
Capital Management
Virginia
$12.6M -$3.11M -25,573 -20%
UBS Group
34
UBS Group
Switzerland
$12.5M +$2.81M +23,091 +29%
Asset Management One
35
Asset Management One
Japan
$12.2M +$332K +2,729 +3%
CEP
36
Chicago Equity Partners
Illinois
$11.5M +$1.94M +15,931 +20%
N
37
Nuveen
North Carolina
$11M -$816K -6,696 -7%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$10.8M
AllianceBernstein
39
AllianceBernstein
Tennessee
$10.5M +$528K +4,334 +5%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$10.3M +$301K +2,469 +3%
RIA
41
RPG Investment Advisory
California
$9.66M +$54.9K +451 +0.6%
Ameriprise
42
Ameriprise
Minnesota
$9.32M -$1.21M -9,957 -12%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$8.75M -$1.66M -13,643 -16%
SIM
44
Sonora Investment Management
Arizona
$7.84M +$1.58M +12,934 +25%
CS
45
Credit Suisse
Switzerland
$7.73M -$782K -6,419 -9%
AIG
46
American International Group
New York
$7.73M +$51.9K +426 +0.7%
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$7.68M -$31.1K -255 -0.4%
Swiss National Bank
48
Swiss National Bank
Switzerland
$7.66M +$127K +1,040 +2%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.51M +$687K +5,637 +10%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$7.39M -$3.05M -25,027 -29%

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.