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SVC

Service Properties Trust

223 hedge funds and large institutions have $309M invested in Service Properties Trust in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 76 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.95% less ownership

Funds ownership: 15.56%14.61% (-0.95%)

2% less call options, than puts

Call options by funds: $518K | Put options by funds: $528K

9% less funds holding

Funds holding: 245223 (-22)

16% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 76

30% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 67

47% less capital invested

Capital invested by funds: $589M → $309M (-$279M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
223
Holders Change
-22
Holders Change %
-8.98%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
64
Reduced
76
Closed
67
Calls
$518K
Puts
$528K
Net Calls
-$10K
Net Calls Change
+$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
201
Optiver Holding
Netherlands
$2.02K -$3.25K -201 -56%
NA
202
NewEdge Advisors
Louisiana
$1.9K +$970 +60 +67%
LC
203
Lindbrook Capital
California
$1.81K +$1.34K +83 +138%
CA
204
CoreCap Advisors
Michigan
$1.52K
VCM
205
Versant Capital Management
Arizona
$1.42K -$145 -9 -7%
SIM
206
Synergy Investment Management
Florida
$1.38K +$1.76K +109 New
QC
207
Quent Capital
New York
$1.38K +$582 +36 +49%
US Bancorp
208
US Bancorp
Minnesota
$1.09K
S
209
SignatureFD
Georgia
$968 -$8.64K -535 -88%
CFD
210
Creative Financial Designs
Indiana
$953
GWM
211
Geneos Wealth Management
Colorado
$841 +$630 +39 +144%
CIAM
212
Caitong International Asset Management
Hong Kong
$833 +$1.07K +66 New
EAM
213
Eukles Asset Management
Ohio
$775 -$23.6K -1,463 -96%
SWA
214
SOA Wealth Advisors
New York
$762
KTC
215
Kentucky Trust Company
Kentucky
$531 +$679 +42 New
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$300
RIL
217
Rothschild Investment LLC
Illinois
$279 -$81 -5 -19%
BF
218
BOK Financial
Oklahoma
$195
SS
219
Sunbelt Securities
Texas
$172
IA
220
IFP Advisors
Florida
$149
DF
221
Dunhill Financial
United Kingdom
$35
SAM
222
Smartleaf Asset Management
Massachusetts
$19 -$3.56K -220 -99%
CA
223
Continuum Advisory
Idaho
$5
NS
224
NBC Securities
Alabama
$4 -$6.04K -374 Closed
Principal Financial Group
225
Principal Financial Group
Iowa
-$3.57M -156,391 Closed

SVC Hedge Fund Activity: Q4 2024 in Review

223 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q4 2024, worth a combined $309M — down 47% from $589M a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of SVC and 47 opened new positions — a net loss of 20 holders — while 76 trimmed existing stakes and 64 added.

The largest buyer was Nantahala Capital Management, opening a new position worth an estimated $26.2M. The largest seller was BlackRock, cutting an estimated $47.3M.

  • 223 institutional investors held Service Properties Trust (SVC) as of Q4 2024, down from 245 in Q3 2024.
  • Funds reported $309M of Service Properties Trust stock for Q4 2024, down 47% quarter-over-quarter.
  • 47 funds opened new Service Properties Trust positions in Q4 2024 and 67 closed out, a net change of -20 holders.
  • The largest Service Properties Trust buyer in Q4 2024 was Nantahala Capital Management, an estimated $26.2M added.
  • The largest Service Properties Trust seller in Q4 2024 was BlackRock, an estimated $47.3M sold.

Based on aggregated 13F filings for Q4 2024.