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SVC

Service Properties Trust

255 hedge funds and large institutions have $1.18B invested in Service Properties Trust in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $4.63M | Put options by funds: $2.14M

29% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 24

2% more capital invested

Capital invested by funds: $1.15B → $1.18B (+$23M)

1% more funds holding

Funds holding: 253255 (+2)

0.25% more ownership

Funds ownership: 15.92%16.17% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 83

Holders
255
Holders Change
+2
Holders Change %
+0.79%
% of All Funds
4.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
82
Reduced
83
Closed
24
Calls
$4.63M
Puts
$2.14M
Net Calls
+$2.49M
Net Calls Change
-$2.08M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
201
Lindbrook Capital
California
$20K -$4.05K -93 -17%
SIS
202
Sound Income Strategies
Florida
$18K -$1.65K -38 -8%
MMG
203
Monetary Management Group
Missouri
$18K
MA
204
MCF Advisors
Kentucky
$18K +$17.4K +399 New
CG
205
Cutler Group
California
$17K -$40.6K -932 -70%
GWM
206
Geneos Wealth Management
Colorado
$17K
PMFA
207
Plante Moran Financial Advisors
Michigan
$16K +$15.7K +360 New
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$14K +$10.5K +242 +351%
DFCM
209
Dark Forest Capital Management
Puerto Rico
$14K +$14.5K +334 New
Kayne Anderson Rudnick Investment Management
210
Kayne Anderson Rudnick Investment Management
California
$13K
DC
211
DeDora Capital
California
$12K +$11.6K +266 New
BWA
212
BDO Wealth Advisors
Florida
$10K
DMKJ
213
David M. Knott Jr
$9K
SPIA
214
Steward Partners Investment Advisory
New York
$9K +$3.05K +70 +50%
CAGAS
215
Capital Advisory Group Advisory Services
Minnesota
$9K +$8.71K +200 New
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$8K
PFS
217
Prospera Financial Services
Texas
$8K +$8.05K +185 New
CFB
218
Cullen/Frost Bankers
Texas
$7K
IRAG
219
Investment Research & Advisory Group
Georgia
$7K
BLC
220
Brown, Lisle/Cummings
Rhode Island
$6.62K
MAM
221
Meeder Asset Management
Ohio
$6K -$6.27K -144 -53%
CTC
222
Central Trust Company
Missouri
$6K
EI
223
Ellevest Inc
New York
$6K +$479 +11 +8%
AF
224
Advisornet Financial
Minnesota
$5K
NF
225
Norwood Financial
Pennsylvania
$5K