SVC

Service Properties Trust
SVC

Overview Fund Activity

245 hedge funds and large institutions have $869M invested in Service Properties Trust in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 93 reducing their positions, and 23 closing their positions.

Holders
245
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
79
Reduced
93
Closed
23
Calls
$3.46M
Puts
$1.84M
Net Calls
+$1.62M
Net Calls Change
-$7.49M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$36.3M
2
Invesco
2
Invesco
Georgia
$23M
3
CM
3
Capital Management
Virginia
$24.6M
4
RAM
4
Readystate Asset Management
Illinois
$2.54M
5
WA
5
Whitebox Advisors
Minnesota
$1.55M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$20.7M
2
PC
2
PointState Capital
New York
$0
3
RIA
3
RPG Investment Advisory
California
$0
4
State Street
4
State Street
Massachusetts
$63.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$2.97M
Name Market Value Shares Shares
Change 		Shares
Change %
QCG
201
Quadrant Capital Group
Ohio
$8.42K 1,242 -1,665 -57%
BFPW
202
BOK Financial Private Wealth
Colorado
$6.78K 1,000 – –
JPWM
203
Jamison Private Wealth Management
Georgia
$6.33K 933 – –
PTC
204
Private Trust Company
Ohio
$5.6K 826 – –
EWM
205
Evermay Wealth Management
Virginia
$5.09K 750 +750 New
GI
206
GAMMA Investing
California
$4.65K 686 -859 -56%
FIM
207
Fernwood Investment Management
Massachusetts
$4.07K 600 +600 New
CA
208
CoreCap Advisors
Michigan
$4.07K 600 +600 New
NF
209
Norwood Financial
Pennsylvania
$3.84K 567 – –
TRCT
210
Tower Research Capital (TRC)
New York
$3.65K 539 -46,056 -99%
OPTFSNA
211
Old Point Trust & Financial Services N A
Virginia
$3.39K 500 +500 New
NA
212
NewEdge Advisors
Louisiana
$3.04K 448 – –
Bessemer Group
213
Bessemer Group
New Jersey
$3K 442 +442 New
CFD
214
Creative Financial Designs
Indiana
$2.54K 375 – –
KFS
215
Kelly Financial Services
Massachusetts
$2.41K 356 – –
FFA
216
Farther Finance Advisors
California
$2.09K 309 -15 -5%
LFA
217
LGT Financial Advisors
Texas
$2.03K 300 – –
SWA
218
SOA Wealth Advisors
New York
$2.03K 300 – –
SSB
219
Sandy Spring Bank
Maryland
$2.03K 300 +300 New
LC
220
Lindbrook Capital
California
$2.02K 298 -2,014 -87%
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$1.93K 285 -101 -26%
AF
222
Allworth Financial
California
$1.44K 212 -391 -65%
GRP
223
Global Retirement Partners
California
$1.15K 170 – –
TFA
224
Transamerica Financial Advisors
Florida
$1K 1 – –
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$800 118 – –
7 8
9
10 11