We are live on ! Find out more
SVC

Service Properties Trust

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, 88 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $4.19M

39% more capital invested

Capital invested by funds: $950M → $1.32B (+$373M)

21% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 29

21% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 73

1% more funds holding

Funds holding: 247250 (+3)

0.02% more ownership

Funds ownership: 16.04%16.06% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
250
Holders Change
+3
Holders Change %
+1.21%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
88
Reduced
73
Closed
29
Calls
$15.2M
Puts
$4.19M
Net Calls
+$11M
Net Calls Change
+$6.82M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
201
Financial Management Professionals
Texas
$30K +$27.7K +599 New
CTA
202
Colonial Trust Advisors
South Carolina
$29.9K -$20.8K -450 -43%
MMG
203
Monetary Management Group
Missouri
$29.9K
HCP
204
Hexagon Capital Partners
Arkansas
$25.8K
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$24K -$370 -8 -2%
LC
206
Lindbrook Capital
California
$22.7K
MA
207
MCF Advisors
Kentucky
$19.9K
ASN
208
Advisory Services Network
Georgia
$18.4K
SIS
209
Sound Income Strategies
Florida
$17.3K
EWA
210
EverSource Wealth Advisors
Alabama
$16.2K -$2.59K -56 -15%
PA
211
Parallel Advisors
California
$16.1K
EI
212
Ellevest Inc
New York
$12.2K +$1.25K +27 +12%
TWA
213
TCI Wealth Advisors
Arizona
$12K +$9.29K +201 +503%
PTC
214
Private Trust Company
Ohio
$8.23K
BAM
215
Byrne Asset Management
New Jersey
$7K +$6.47K +140 New
TIM
216
Thompson Investment Management
Wisconsin
$6.97K -$476K -10,301 -99%
BWA
217
BDO Wealth Advisors
Florida
$5.98K
NF
218
Norwood Financial
Pennsylvania
$5.65K
AF
219
Allworth Financial
California
$5.6K
PMFA
220
Plante Moran Financial Advisors
Michigan
$4.98K +$4.62K +100 New
BAM
221
Belpointe Asset Management
Nevada
$3.98K
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$3.83K
IA
223
IFP Advisors
Florida
$3.63K -$20.8K -450 -94%
KFS
224
Kelly Financial Services
Massachusetts
$3.55K
SPIA
225
Steward Partners Investment Advisory
New York
$3.52K