SVC

Service Properties Trust
SVC

Overview Fund Activity

250 hedge funds and large institutions have $1.32B invested in Service Properties Trust in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 73 reducing their positions, and 29 closing their positions.

Holders
250
Holders Change
+3
Holders Change %
+1.21%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
89
Reduced
73
Closed
29
Calls
$15.2M
Puts
$4.19M
Net Calls
+$11M
Net Calls Change
+$6.82M

Top Buyers

1
GCM
1
Glendon Capital Management
California
$6.9M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$17.7M
3
TCA
3
Taconic Capital Advisors
New York
$6.37M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$4.11M
5
Prudential Financial
5
Prudential Financial
New Jersey
$15.2M

Top Sellers

1
FFL
1
Flat Footed LLC
Wyoming
$8.27M
2
Invesco
2
Invesco
Georgia
$14.9M
3
BlackRock
3
BlackRock
New York
$311M
4
RIA
4
RPG Investment Advisory
California
$8.27M
5
CM
5
Capital Management
Virginia
$23.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
201
Financial Management Professionals
Texas
$30K 2,997 +2,997 New
CTA
202
Colonial Trust Advisors
South Carolina
$29.9K 3,000 -2,250 -43%
MMG
203
Monetary Management Group
Missouri
$29.9K 3,000 – –
HCP
204
Hexagon Capital Partners
Arkansas
$25.8K 2,592 – –
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$24K 2,384 -39 -2%
LC
206
Lindbrook Capital
California
$22.7K 2,276 – –
MA
207
MCF Advisors
Kentucky
$19.9K 1,995 – –
ASN
208
Advisory Services Network
Georgia
$18.4K 1,848 – –
SIS
209
Sound Income Strategies
Florida
$17.3K 1,736 – –
EWA
210
EverSource Wealth Advisors
Alabama
$16.2K 1,627 -280 -15%
PA
211
Parallel Advisors
California
$16.1K 1,618 – –
EI
212
Ellevest Inc
New York
$12.2K 1,223 +132 +12%
TWA
213
TCI Wealth Advisors
Arizona
$12K 1,207 +1,007 +504%
PTC
214
Private Trust Company
Ohio
$8.23K 826 – –
BAM
215
Byrne Asset Management
New Jersey
$7K 700 +700 New
TIM
216
Thompson Investment Management
Wisconsin
$6.97K 700 -51,505 -99%
BWA
217
BDO Wealth Advisors
Florida
$5.98K 600 – –
NF
218
Norwood Financial
Pennsylvania
$5.65K 567 – –
AF
219
Allworth Financial
California
$5.6K 562 – –
PMFA
220
Plante Moran Financial Advisors
Michigan
$4.98K 500 +500 New
BAM
221
Belpointe Asset Management
Nevada
$3.98K 400 – –
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$3.84K 385 – –
IA
223
IFP Advisors
Florida
$3.63K 142 -2,247 -94%
KFS
224
Kelly Financial Services
Massachusetts
$3.55K 356 – –
SPIA
225
Steward Partners Investment Advisory
New York
$3.52K 354 – –
7 8
9
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