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SVC

Service Properties Trust

345 hedge funds and large institutions have $3.37B invested in Service Properties Trust in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,019% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $3.6M

12% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 115

0.15% more ownership

Funds ownership: 15.46%15.61% (+0.15%)

3% less funds holding

Funds holding: 355345 (-10)

12% less capital invested

Capital invested by funds: $3.82B → $3.37B (-$441M)

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
345
Holders Change
-10
Holders Change %
-2.82%
% of All Funds
9.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
28
Increased
129
Reduced
115
Closed
36
Calls
$40.3M
Puts
$3.6M
Net Calls
+$36.7M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$629M -$12M -79,031 -2%
State Street
2
State Street
Massachusetts
$191M +$63.5M +417,538 +46%
BIT
3
BlackRock Institutional Trust
California
$177M -$1.18M -7,737 -0.6%
BFA
4
BlackRock Fund Advisors
California
$151M -$8.43M -55,503 -5%
Capital Research Global Investors
5
Capital Research Global Investors
California
$144M
Prudential Financial
6
Prudential Financial
New Jersey
$106M +$14.9M +97,977 +15%
Goldman Sachs
7
Goldman Sachs
New York
$104M -$12.6M -82,685 -10%
Northern Trust
8
Northern Trust
Illinois
$79.3M +$2.51M +16,498 +3%
Federated Hermes
9
Federated Hermes
Pennsylvania
$70.2M -$2.97M -19,566 -4%
Morgan Stanley
10
Morgan Stanley
New York
$65.6M +$8.01M +52,731 +13%
PI
11
PGGM Investments
Netherlands
$61.3M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$60.8M -$210K -1,382 -0.3%
LSV Asset Management
13
LSV Asset Management
Illinois
$58M +$1.86M +12,265 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$53.8M -$43.5K -286 -0.1%
AL
15
AJO LP
Pennsylvania
$50.3M +$4.49M +29,546 +9%
American Century Companies
16
American Century Companies
Missouri
$49.8M +$3.68M +24,246 +7%
Bank of America
17
Bank of America
North Carolina
$47.5M -$4M -26,322 -7%
TG
18
TCW Group
California
$43.1M -$4.36M -28,692 -9%
BG
19
BlackRock Group
United Kingdom
$41.5M -$190K -1,248 -0.4%
MHI
20
Miller Howard Investments
New York
$39M +$8.59M +56,509 +26%
Norges Bank
21
Norges Bank
Norway
$37.9M +$3.02M +19,840 +8%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$37.5M +$3.73M +24,546 +10%
CBOR
23
Community Bank of Raymore
Missouri
$36.5M
AAMU
24
APG Asset Management US
New York
$36M
JP Morgan Chase
25
JP Morgan Chase
New York
$34.1M +$171K +1,128 +0.5%

SVC Hedge Fund Activity: Q2 2015 in Review

345 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q2 2015, worth a combined $3.37B — down 12% from $3.82B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of SVC and 28 opened new positions — a net loss of 8 holders — while 115 trimmed existing stakes and 129 added.

The largest buyer was State Street, adding an estimated $63.5M. The largest seller was Amundi Asset Management US, exiting entirely with an estimated $13.6M sold.

  • 345 institutional investors held Service Properties Trust (SVC) as of Q2 2015, down from 355 in Q1 2015.
  • Funds reported $3.37B of Service Properties Trust stock for Q2 2015, down 12% quarter-over-quarter.
  • 28 funds opened new Service Properties Trust positions in Q2 2015 and 36 closed out, a net change of -8 holders.
  • The largest Service Properties Trust buyer in Q2 2015 was State Street, an estimated $63.5M added.
  • The largest Service Properties Trust seller in Q2 2015 was Amundi Asset Management US, an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2015.