SVC

Service Properties Trust

236 hedge funds and large institutions have $654M invested in Service Properties Trust in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 78 increasing their positions, 85 reducing their positions, and 34 closing their positions.

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
78
Reduced
85
Closed
34
Calls
$2.55M
Puts
$1.46M
Net Calls
+$1.08M
Net Calls Change
-$541K
Name Market Value Shares Shares
Change
Shares
Change %
SIS
201
Sound Income Strategies
Florida
$7.56K 1,471 -165 -10%
CFM
202
Catalyst Funds Management
Australia
$7.2K 1,400 +1,400 New
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$5.64K 1,097 +812 +285%
IAIM
204
International Assets Investment Management
Florida
$5.59K 1,087 +1,087 New
JPWM
205
Jamison Private Wealth Management
Georgia
$4.8K 933
CT
206
Colonial Trust
South Carolina
$4.43K 861 +861 New
AssetMark Inc
207
AssetMark Inc
California
$3.15K 613 +613 New
SAM
208
Smartleaf Asset Management
Massachusetts
$3.12K 637 +637 New
CA
209
CoreCap Advisors
Michigan
$3.08K 600
NA
210
NewEdge Advisors
Louisiana
$2.3K 448
PWMG
211
Private Wealth Management Group
New Jersey
$2.05K 398 +315 +380%
CFD
212
Creative Financial Designs
Indiana
$1.93K 375
BHWM
213
Beaird Harris Wealth Management
Texas
$1.93K 375 +375 New
QC
214
Quent Capital
New York
$1.87K 363 +252 +227%
RTL
215
Red Tortoise LLC
Georgia
$1.86K 361 +361 New
KFS
216
Kelly Financial Services
Massachusetts
$1.83K 356
SWA
217
SOA Wealth Advisors
New York
$1.54K 300
LFA
218
LGT Financial Advisors
Texas
$1.54K 300
UB
219
UMB Bank
Missouri
$1.54K 299 +213 +248%
PTC
220
Private Trust Company
Ohio
$1.45K 282 -544 -66%
FFA
221
Farther Finance Advisors
California
$1.16K 231 -78 -25%
VCM
222
Versant Capital Management
Arizona
$1.1K 213 -2,931 -93%
TFA
223
Transamerica Financial Advisors
Florida
$1K 1
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$607 118
PFBT
225
Parkside Financial Bank & Trust
Missouri
$463 90