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 24 closing their positions.

Holders
247
Holders Change
+10
Holders Change %
+4.22%
% of All Funds
3.99%
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
24
Calls
$6.96M
Puts
$2.73M
Net Calls
+$4.23M
Net Calls Change
-$3.22M
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$18K 2,423 -5 -0.2%
LC
202
Lindbrook Capital
California
$16.6K 2,276
Dimensional Fund Advisors
203
Dimensional Fund Advisors
Texas
$16.5K 2,269,765 +27,021 +1%
TRCT
204
Tower Research Capital (TRC)
New York
$15K 2,079 -22,704 -92%
MA
205
MCF Advisors
Kentucky
$14.5K 1,995
EWA
206
EverSource Wealth Advisors
Alabama
$13.9K 1,907 +216 +13%
ASN
207
Advisory Services Network
Georgia
$13.5K 1,848 +1,848 New
SIS
208
Sound Income Strategies
Florida
$12.7K 1,736 -125 -7%
PA
209
Parallel Advisors
California
$11.8K 1,618 -76 -4%
Kayne Anderson Rudnick Investment Management
210
Kayne Anderson Rudnick Investment Management
California
$10.9K 1,500
EI
211
Ellevest Inc
New York
$7.95K 1,091 +275 +34%
PTC
212
Private Trust Company
Ohio
$6K 826 -350 -30%
NA
213
NewEdge Advisors
Louisiana
$5.65K 50,225 +8,725 +21%
BWA
214
BDO Wealth Advisors
Florida
$4.37K 600
CA
215
CoreCap Advisors
Michigan
$4.37K 600 +600 New
NF
216
Norwood Financial
Pennsylvania
$4.13K 567
AF
217
Allworth Financial
California
$4.1K 562 -125 -18%
MCC
218
Money Concepts Capital
Florida
$3.83K 525 +525 New
BAM
219
Belpointe Asset Management
Nevada
$2.92K 400 +400 New
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$2.81K 385 -700 -65%
KFS
221
Kelly Financial Services
Massachusetts
$2.6K 356
SPIA
222
Steward Partners Investment Advisory
New York
$2.58K 354 -700 -66%
SWA
223
SOA Wealth Advisors
New York
$2.19K 300
FFA
224
Farther Finance Advisors
California
$2.07K 284 +284 New
CAM
225
ClariVest Asset Management
California
$2K 211