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SVC

Service Properties Trust
SVC

244 hedge funds and large institutions have $1.13B invested in Service Properties Trust in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

431% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $2.12M

16% more capital invested

Capital invested by funds: $973M → $1.13B (+$154M)

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.62% more ownership

Funds ownership: 15.3% → 15.92% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 246 → 244 (-2)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

Holders
244
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
83
Reduced
82
Closed
29
Calls
$11.2M
Puts
$2.12M
Net Calls
+$9.11M
Net Calls Change
+$3.94M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.9M
2
BlackRock
BlackRock
New York
+$9.53M
3
PC
PointState Capital
New York
+$9.07M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.84M
5
Invesco
Invesco
Georgia
+$3.31M

Top Sellers

1
N
Nuveen
North Carolina
-$6.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.27M
3
TCA
Taconic Capital Advisors
New York
-$1.92M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
51
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.03M +$4.84K +128 +0.3%
LPL Financial
52
LPL Financial
California
$1.97M -$77.9K -2,060 -4%
CS
53
Credit Suisse
Switzerland
$1.85M -$9.87K -261 -0.6%
Citigroup
54
Citigroup
New York
$1.83M +$197K +5,200 +14%
Allspring Global Investments
55
Allspring Global Investments
North Carolina
$1.78M +$197K +5,211 +14%
Tudor Investment Corp
56
Tudor Investment Corp
Connecticut
$1.65M +$290K +7,662 +25%
Wells Fargo
57
Wells Fargo
California
$1.65M +$87.7K +2,321 +6%
Nomura Asset Management
58
Nomura Asset Management
Japan
$1.61M +$21.9K +580 +2%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$1.61M +$5.25K +139 +0.4%
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$1.55M -$66.1K -1,750 -5%
SOADOR
61
State of Alaska Department of Revenue
Alaska
$1.53M -$11.6K -306 -0.8%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.53M -$63.3K -1,675 -4%
Osaic Holdings
63
Osaic Holdings
Arizona
$1.51M +$360K +9,528 +37%
Macquarie Group
64
Macquarie Group
Australia
$1.43M +$148K +3,924 +13%
Victory Capital Management
65
Victory Capital Management
Texas
$1.26M +$172K +4,538 +18%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$1.25M -$27.7K -734 -2%
TPSF
67
Texas Permanent School Fund
Texas
$1.22M +$20.3K +536 +2%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$1.15M +$481K +12,715 +90%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$1.1M -$89.8K -2,376 -8%
Deutsche Bank
70
Deutsche Bank
Germany
$1.08M -$491 -13 -0.1%
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$1.03M +$237K +6,260 +35%
Millennium Management
72
Millennium Management
New York
$1.01M -$1.21M -31,948 -57%
PCM
73
Potomac Capital Management
New York
$999K – – –
DIM
74
Delta Investment Management
California
$954K +$145K +3,835 +21%
Creative Planning
75
Creative Planning
Kansas
$914K -$91.7K -2,427 -10%
1 2
3
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SVC Hedge Fund Activity: Q4 2023 in Review

244 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q4 2023, worth a combined $1.13B — up 16% from $973M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SVC and 28 opened new positions — a net loss of 1 holder — while 82 trimmed existing stakes and 83 added.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Nuveen, cutting an estimated $6.2M.

  • 244 institutional investors held Service Properties Trust (SVC) as of Q4 2023, down from 246 in Q3 2023.
  • Funds reported $1.13B of Service Properties Trust stock for Q4 2023, up 16% quarter-over-quarter.
  • 28 funds opened new Service Properties Trust positions in Q4 2023 and 29 closed out, a net change of -1 holder.
  • The largest Service Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $25.9M added.
  • The largest Service Properties Trust seller in Q4 2023 was Nuveen, an estimated $6.2M sold.

Based on aggregated 13F filings for Q4 2023.