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SVC

Service Properties Trust

247 hedge funds and large institutions have $950M invested in Service Properties Trust in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 92 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $6.96M | Put options by funds: $2.73M

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

39% more capital invested

Capital invested by funds: $684M → $950M (+$266M)

5% more funds holding

Funds holding: 235247 (+12)

0.1% more ownership

Funds ownership: 15.94%16.04% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 92

Holders
247
Holders Change
+12
Holders Change %
+5.11%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
82
Reduced
92
Closed
22
Calls
$6.96M
Puts
$2.73M
Net Calls
+$4.23M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$18K -$37 -1 -0.2%
LC
202
Lindbrook Capital
California
$16.6K
Dimensional Fund Advisors
203
Dimensional Fund Advisors
Texas
$16.5K +$198K +5,404 +1%
TRCT
204
Tower Research Capital (TRC)
New York
$15K -$167K -4,541 -92%
MA
205
MCF Advisors
Kentucky
$14.5K
EWA
206
EverSource Wealth Advisors
Alabama
$13.9K +$1.58K +43 +13%
ASN
207
Advisory Services Network
Georgia
$13.5K +$13.6K +370 New
SIS
208
Sound Income Strategies
Florida
$12.7K -$917 -25 -7%
PA
209
Parallel Advisors
California
$11.8K -$550 -15 -4%
Kayne Anderson Rudnick Investment Management
210
Kayne Anderson Rudnick Investment Management
California
$10.9K
EI
211
Ellevest Inc
New York
$7.95K +$2.02K +55 +34%
PTC
212
Private Trust Company
Ohio
$6K -$2.57K -70 -30%
NA
213
NewEdge Advisors
Louisiana
$5.65K +$64K +1,745 +21%
BWA
214
BDO Wealth Advisors
Florida
$4.37K
CA
215
CoreCap Advisors
Michigan
$4.37K +$4.4K +120 New
NF
216
Norwood Financial
Pennsylvania
$4.13K
AF
217
Allworth Financial
California
$4.1K -$917 -25 -18%
MCC
218
Money Concepts Capital
Florida
$3.83K +$3.85K +105 New
BAM
219
Belpointe Asset Management
Nevada
$2.92K +$2.94K +80 New
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$2.81K -$5.14K -140 -65%
KFS
221
Kelly Financial Services
Massachusetts
$2.6K
SPIA
222
Steward Partners Investment Advisory
New York
$2.58K -$5.14K -140 -66%
SWA
223
SOA Wealth Advisors
New York
$2.19K
FFA
224
Farther Finance Advisors
California
$2.07K +$2.09K +57 New
CAM
225
ClariVest Asset Management
California
$2K

SVC Hedge Fund Activity: Q4 2022 in Review

247 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q4 2022, worth a combined $950M — up 39% from $684M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SVC positions and 22 closed out — a net gain of 15 holders — while 82 added to existing stakes and 92 trimmed.

The largest buyer was Invesco, adding an estimated $12.8M. The largest seller was Flat Footed LLC, cutting an estimated $7.37M.

  • 247 institutional investors held Service Properties Trust (SVC) as of Q4 2022, up from 235 in Q3 2022.
  • Funds reported $950M of Service Properties Trust stock for Q4 2022, up 39% quarter-over-quarter.
  • 37 funds opened new Service Properties Trust positions in Q4 2022 and 22 closed out, a net change of +15 holders.
  • The largest Service Properties Trust buyer in Q4 2022 was Invesco, an estimated $12.8M added.
  • The largest Service Properties Trust seller in Q4 2022 was Flat Footed LLC, an estimated $7.37M sold.

Based on aggregated 13F filings for Q4 2022.