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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
FAAS
201
First Allied Advisory Services
California
$71K -$89.7K -1,000 -28%
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$69K -$24.5K -273 -10%
BRWM
203
B. Riley Wealth Management
Tennessee
$69K +$229K +2,557 New
FMWA
204
Forvis Mazars Wealth Advisors
Missouri
$69K +$230K +2,561 New
CGH
205
Crossmark Global Holdings
Texas
$68K
MML Investors Services
206
MML Investors Services
Massachusetts
$68K +$226K +2,521 New
PIA
207
Piedmont Investment Advisors
North Carolina
$67K +$90 +1 +0%
ACI
208
Alpha Cubed Investments
California
$67K +$3.59K +40 +2%
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$67K +$46.5K +518 +27%
CC
210
Centiva Capital
New York
$67K +$222K +2,470 New
AP
211
Advisor Partners
California
$67K +$223K +2,491 New
BOH
212
Bank of Hawaii
Hawaii
$66K -$126K -1,406 -37%
HPC
213
HM Payson & Co
Maine
$66K -$6.01K -67 -3%
HR
214
Hayden Royal
North Carolina
$65.3K +$217K +2,420 New
ACM
215
AlphaCrest Capital Management
New York
$65K -$59.5K -663 -22%
SWP
216
Stratos Wealth Partners
Ohio
$64K -$48K -535 -18%
CAN
217
Cetera Advisor Networks
California
$64K
ECM
218
EII Capital Management
New York
$64K
Simplex Trading
219
Simplex Trading
Illinois
$61K +$205K +2,287 New
Wolverine Trading
220
Wolverine Trading
Illinois
$59K +$183K +2,041 New
Grantham, Mayo, Van Otterloo & Co (GMO)
221
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$59K +$196K +2,180 New
NIT
222
NumerixS Investment Technologies
British Columbia, Canada
$59K +$196K +2,180 New
EAM
223
Eukles Asset Management
Ohio
$58K +$7.53K +84 +4%
WAM
224
World Asset Management
Michigan
$57K -$2.42K -27 -1%
SCM
225
Shelton Capital Management
Colorado
$55K

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.