We are live on ! Find out more
SVC

Service Properties Trust

316 hedge funds and large institutions have $682M invested in Service Properties Trust in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 113 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.5% more ownership

Funds ownership: 14.79%15.29% (+0.5%)

4% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 113

8% less funds holding

Funds holding: 343316 (-27)

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

59% less call options, than puts

Call options by funds: $255K | Put options by funds: $616K

77% less capital invested

Capital invested by funds: $2.95B → $682M (-$2.27B)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
316
Holders Change
-27
Holders Change %
-7.87%
% of All Funds
6.96%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
45
Increased
109
Reduced
113
Closed
65
Calls
$255K
Puts
$616K
Net Calls
-$361K
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
176
Quantinno Capital Management
New York
$117K +$388K +4,327 New
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$116K -$276K -3,078 -38%
SRC
178
Shufro Rose & Co
New York
$116K +$71.8K +800 +23%
DADC
179
D.A. Davidson & Co
Montana
$116K +$162K +1,811 +74%
QIM
180
Quantitative Investment Management
Virginia
$116K +$386K +4,309 New
PI
181
PEAK6 Investments
Illinois
$115K +$380K +4,241 New
NAM
182
Nissay Asset Management
Japan
$112K +$129K +1,441 +53%
CAM
183
Columbia Asset Management
Michigan
$111K -$223K -2,491 -38%
BWA
184
BDO Wealth Advisors
Florida
$110K +$188K +2,101 +106%
PS
185
Pensionfund Sabic
Netherlands
$109K -$126K -1,400 -26%
KA
186
Kovack Advisors
Florida
$109K +$57.9K +645 +19%
WT
187
Washington Trust
Rhode Island
$100K -$2.69K -30 -0.8%
RJFSA
188
Raymond James Financial Services Advisors
Florida
$99K -$59.1K -659 -15%
BBA
189
Braun-Bostich & Associates
Pennsylvania
$97K
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$97K +$77.8K +867 +32%
DSC
191
Duncker Streett & Co
Missouri
$96K -$7.62K -85 -2%
WA
192
Winfield Associates
Ohio
$92K +$3.59K +40 +1%
RFM
193
Royal Fund Management
Florida
$90K +$126K +1,408 +73%
SVWAG
194
Sound View Wealth Advisors Group
Georgia
$88K
AIL
195
AGF Investments LLC
Ontario, Canada
$87K +$36.3K +405 +14%
KBC Group
196
KBC Group
Belgium
$83K -$365K -4,073 -57%
Creative Planning
197
Creative Planning
Kansas
$83K -$81.1K -904 -23%
AII
198
AGF Investments Inc
Ontario, Canada
$82K +$272K +3,034 New
RJA
199
Raymond James & Associates
Florida
$81K -$131K -1,464 -33%
BC
200
Barnett & Company
Tennessee
$73K

SVC Hedge Fund Activity: Q1 2020 in Review

316 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q1 2020, worth a combined $682M — down 77% from $2.95B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of SVC and 45 opened new positions — a net loss of 20 holders — while 113 trimmed existing stakes and 109 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $89M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $121M sold.

  • 316 institutional investors held Service Properties Trust (SVC) as of Q1 2020, down from 343 in Q4 2019.
  • Funds reported $682M of Service Properties Trust stock for Q1 2020, down 77% quarter-over-quarter.
  • 45 funds opened new Service Properties Trust positions in Q1 2020 and 65 closed out, a net change of -20 holders.
  • The largest Service Properties Trust buyer in Q1 2020 was Capital International Investors, an estimated $89M added.
  • The largest Service Properties Trust seller in Q1 2020 was Capital Research Global Investors, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2020.