SVC

Service Properties Trust
SVC

Overview Fund Activity

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, 84 increasing their positions, 82 reducing their positions, and 29 closing their positions.

Holders
244
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
3.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
84
Reduced
82
Closed
29
Calls
$11.2M
Puts
$2.12M
Net Calls
+$9.11M
Net Calls Change
+$3.94M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.2M
2
BlackRock
2
BlackRock
New York
$271M
3
PC
3
PointState Capital
New York
$10.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$13.6M
5
Invesco
5
Invesco
Georgia
$23.5M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$8.44M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.88M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.12M
4
TCA
4
Taconic Capital Advisors
New York
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$226M
Name Market Value Shares Shares
Change 		Shares
Change %
LC
201
Lindbrook Capital
California
$19.7K 2,312 -743 -24%
PA
202
Parallel Advisors
California
$18.8K 2,206 +505 +30%
SL
203
Salomon & Ludwin
Virginia
$18.3K 2,375 – –
MA
204
MCF Advisors
Kentucky
$17K 1,995 – –
EWA
205
EverSource Wealth Advisors
Alabama
$14.4K 1,691 – –
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$14K 1,633 -898 -35%
SIS
207
Sound Income Strategies
Florida
$14K 1,636 – –
CTA
208
Colonial Trust Advisors
South Carolina
$12.8K 1,500 – –
SGC
209
Slocum, Gordon & Co
Rhode Island
$12.8K 1,500 +1,500 New
GI
210
GAMMA Investing
California
$11.9K 1,545 +1,545 New
ASN
211
Advisory Services Network
Georgia
$11.3K 1,320 +1,320 New
C
212
Covestor
United Kingdom
$10K 1,200 +1,181 +6,216%
BFPW
213
BOK Financial Private Wealth
Colorado
$8.54K 1,000 +1,000 New
JPWM
214
Jamison Private Wealth Management
Georgia
$7.97K 933 +933 New
JWA
215
JFS Wealth Advisors
Pennsylvania
$7.62K 892 +892 New
PTC
216
Private Trust Company
Ohio
$7.06K 826 – –
AA
217
Addison Advisors
Vermont
$6.83K 800 +800 New
AF
218
Allworth Financial
California
$5.15K 603 -44 -7%
NF
219
Norwood Financial
Pennsylvania
$4.84K 567 – –
NA
220
NewEdge Advisors
Louisiana
$3.83K 448 -49,052 -99%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$3.3K 386 +1 +0.3%
CFD
222
Creative Financial Designs
Indiana
$3.2K 375 – –
T
223
Tidemark
California
$3.09K 362 +362 New
KFS
224
Kelly Financial Services
Massachusetts
$3.04K 356 – –
FFA
225
Farther Finance Advisors
California
$2.77K 324 +40 +14%
7 8
9
10 11