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SVC

Service Properties Trust

244 hedge funds and large institutions have $1.13B invested in Service Properties Trust in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 82 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

431% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $2.12M

16% more capital invested

Capital invested by funds: $973M → $1.13B (+$154M)

1% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 82

0.62% more ownership

Funds ownership: 15.3%15.92% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 246244 (-2)

3% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 29

Holders
244
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
3.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
83
Reduced
82
Closed
29
Calls
$11.2M
Puts
$2.12M
Net Calls
+$9.11M
Net Calls Change
+$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
201
Lindbrook Capital
California
$19.7K -$5.63K -149 -24%
PA
202
Parallel Advisors
California
$18.8K +$3.82K +101 +30%
SL
203
Salomon & Ludwin
Virginia
$18.3K
MA
204
MCF Advisors
Kentucky
$17K
EWA
205
EverSource Wealth Advisors
Alabama
$14.4K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$14K -$6.77K -179 -35%
SIS
207
Sound Income Strategies
Florida
$14K
CTA
208
Colonial Trust Advisors
South Carolina
$12.8K
SGC
209
Slocum, Gordon & Co
Rhode Island
$12.8K +$11.3K +300 New
GI
210
GAMMA Investing
California
$11.9K +$11.7K +309 New
ASN
211
Advisory Services Network
Georgia
$11.3K +$9.98K +264 New
C
212
Covestor
United Kingdom
$10K +$8.92K +236 +5,900%
BFPW
213
BOK Financial Private Wealth
Colorado
$8.54K +$7.56K +200 New
JPWM
214
Jamison Private Wealth Management
Georgia
$7.97K +$7.07K +187 New
JWA
215
JFS Wealth Advisors
Pennsylvania
$7.62K +$6.73K +178 New
PTC
216
Private Trust Company
Ohio
$7.05K
AA
217
Addison Advisors
Vermont
$6.83K +$6.05K +160 New
AF
218
Allworth Financial
California
$5.15K -$302 -8 -6%
NF
219
Norwood Financial
Pennsylvania
$4.84K
NA
220
NewEdge Advisors
Louisiana
$3.83K -$371K -9,810 -99%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$3.3K
CFD
222
Creative Financial Designs
Indiana
$3.2K
T
223
Tidemark
California
$3.09K +$2.72K +72 New
KFS
224
Kelly Financial Services
Massachusetts
$3.04K
FFA
225
Farther Finance Advisors
California
$2.77K +$302 +8 +14%

SVC Hedge Fund Activity: Q4 2023 in Review

244 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q4 2023, worth a combined $1.13B — up 16% from $973M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SVC and 28 opened new positions — a net loss of 1 holder — while 82 trimmed existing stakes and 83 added.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Nuveen, cutting an estimated $6.2M.

  • 244 institutional investors held Service Properties Trust (SVC) as of Q4 2023, down from 246 in Q3 2023.
  • Funds reported $1.13B of Service Properties Trust stock for Q4 2023, up 16% quarter-over-quarter.
  • 28 funds opened new Service Properties Trust positions in Q4 2023 and 29 closed out, a net change of -1 holder.
  • The largest Service Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $25.9M added.
  • The largest Service Properties Trust seller in Q4 2023 was Nuveen, an estimated $6.2M sold.

Based on aggregated 13F filings for Q4 2023.