SVC

Service Properties Trust
SVC

Overview Fund Activity

245 hedge funds and large institutions have $869M invested in Service Properties Trust in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 93 reducing their positions, and 23 closing their positions.

Holders
245
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
79
Reduced
93
Closed
23
Calls
$3.46M
Puts
$1.84M
Net Calls
+$1.62M
Net Calls Change
-$7.49M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$36.3M
2
Invesco
2
Invesco
Georgia
$23M
3
CM
3
Capital Management
Virginia
$24.6M
4
RAM
4
Readystate Asset Management
Illinois
$2.54M
5
WA
5
Whitebox Advisors
Minnesota
$1.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.7M
2
PC
2
PointState Capital
New York
$0
3
RIA
3
RPG Investment Advisory
California
$0
4
State Street
4
State Street
Massachusetts
$63.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$2.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$69.9K 10,304 -373 -3%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$66.8K 9,858 -3,695 -27%
EAM
178
Eukles Asset Management
Ohio
$50.7K 7,473 +50 +0.7%
FGA
179
Fortis Group Advisors
New Jersey
$41.8K 6,169 -6,169 -50%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$41.7K 6,143 -2,050 -25%
FCA
181
FinTrust Capital Advisors
South Carolina
$40.2K 5,928 +3,436 +138%
LFG
182
Larson Financial Group
Missouri
$39.4K 5,815 +148 +3%
HPC
183
HM Payson & Co
Maine
$39K 5,750 -6,500 -53%
Federated Hermes
184
Federated Hermes
Pennsylvania
$32.9K 4,852 -5,496 -53%
KBC Group
185
KBC Group
Belgium
$31K 4,514 – –
S
186
SignatureFD
Georgia
$29.2K 4,303 -655 -13%
HIA
187
Harbor Investment Advisory
Maryland
$29K 4,275 +275 +7%
VCM
188
Versant Capital Management
Arizona
$21.3K 3,144 – –
MMG
189
Monetary Management Group
Missouri
$20.3K 3,000 – –
NS
190
NBC Securities
Alabama
$19K 2,943 -300 -9%
HCP
191
Hexagon Capital Partners
Arkansas
$17.2K 2,530 – –
PA
192
Parallel Advisors
California
$15K 2,211 +5 +0.2%
US Bancorp
193
US Bancorp
Minnesota
$14.6K 2,154 -1,608 -43%
MA
194
MCF Advisors
Kentucky
$13.5K 1,995 – –
Barrow, Hanley, Mewhinney & Strauss
195
Barrow, Hanley, Mewhinney & Strauss
Texas
$13.1K 1,927 +1,683 +690%
SIS
196
Sound Income Strategies
Florida
$11.1K 1,636 – –
EWA
197
EverSource Wealth Advisors
Alabama
$11K 1,790 +99 +6%
CTA
198
Colonial Trust Advisors
South Carolina
$10.2K 1,500 – –
C
199
Covestor
United Kingdom
$10K 1,551 +351 +29%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$9K 1,261 -372 -23%
6 7
8
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