Redwood Trust
RWT
211 hedge funds and large institutions have $733M invested in Redwood Trust in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 25 closing their positions.
16% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 25
15% more capital invested
Capital invested by funds: $635M → $733M (+$97.9M)
5.37% more ownership
Funds ownership: 78.06% → 83.43% (+5.4%)
1% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 67
1% more funds holding
Funds holding: 209 → 211 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
65% less call options, than puts
Call options by funds: $2.25M | Put options by funds: $6.42M
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$49.3M |
| 2 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
+$12.5M |
| 3 |
Morgan Stanley
New York
|
+$11.6M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$6.51M |
| 5 |
BlackRock
New York
|
+$5.77M |
Top Sellers
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$6.54M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$5.57M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$4.07M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$2.69M |
| 5 |
Millennium Management
New York
|
-$2.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
CIBC Asset Management
Toronto,
Ontario, Canada
| – | -$82.9K | -11,624 | Closed |
|
|
CA
227
Cetera Advisors
Denver,
Colorado
| – | -$81.4K | -11,422 | Closed |
|
|
KPF
228
K2 Principal Fund
Toronto,
Ontario, Canada
| – | -$71.4K | -10,014 | Closed |
|
229
Allspring Global Investments
Charlotte,
North Carolina
| – | -$56.8K | -7,965 | Closed |
|
|
CWM
230
Cedar Wealth Management
Walnut Creek,
California
| – | -$12.1K | -1,700 | Closed |
|
|
CSPIA
231
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$7.13K | -1,000 | Closed |
|
|
GWM
232
Geneos Wealth Management
Englewood,
Colorado
| – | -$3.56K | -500 | Closed |
|
|
SWM
233
Sugarloaf Wealth Management
Duluth,
Georgia
| – | -$2.38K | -334 | Closed |
|
|
TCM
234
Tradewinds Capital Management
Bellingham,
Washington
| – | -$1.82K | -255 | Closed |
|
|
AA
235
Ancora Advisors
Cleveland,
Ohio
| – | -$649 | -91 | Closed |
|
|
C
236
Covestor
London,
United Kingdom
| – | -$14 | -2 | -12% |
|
RWT Hedge Fund Activity: Q4 2023 in Review
211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Redwood Trust (RWT) for Q4 2023, worth a combined $733M — up 15% from $635M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new RWT positions and 25 closed out — a net gain of 4 holders — while 68 added to existing stakes and 67 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $49.3M. The largest seller was LSV Asset Management, cutting an estimated $6.54M.
- 211 institutional investors held Redwood Trust (RWT) as of Q4 2023, up from 209 in Q3 2023.
- Funds reported $733M of Redwood Trust stock for Q4 2023, up 15% quarter-over-quarter.
- 29 funds opened new Redwood Trust positions in Q4 2023 and 25 closed out, a net change of +4 holders.
- The largest Redwood Trust buyer in Q4 2023 was Wellington Management Group, an estimated $49.3M added.
- The largest Redwood Trust seller in Q4 2023 was LSV Asset Management, an estimated $6.54M sold.
Based on aggregated 13F filings for Q4 2023.