RWT

Redwood Trust
RWT

Overview Fund Activity

203 hedge funds and large institutions have $1.5B invested in Redwood Trust in 2019 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
39
Increased
104
Reduced
31
Closed
26
Calls
$39K
Puts
$9K
Net Calls
+$30K
Net Calls Change
-$12.4M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$46.8M
2
BlackRock
BlackRock
New York
$265M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$60.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$154M
5
Boston Partners
Boston Partners
Massachusetts
$19.3M

Top Sellers

1
PMG
Private Management Group
California
$186K
2
Morgan Stanley
Morgan Stanley
New York
$1.15M
3
SCM
Shoals Capital Management
Virginia
$15.3M
4
Citadel Advisors
Citadel Advisors
Florida
$4.54M
5
Victory Capital Management
Victory Capital Management
Texas
$9.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
Sutton Wealth Advisors
Florida
$22K – – –
GSWM
177
Golden State Wealth Management
California
$17K +$17K +1,058 New
VCM
178
Versant Capital Management
Arizona
$16K +$2.45K +156 +18%
AS
179
Altshuler Shaham
Israel
$16K +$16K +1,000 New
CFB
180
Cullen/Frost Bankers
Texas
$16K +$16K +1,000 New
AF
181
Allworth Financial
California
$11K – – –
AIM
182
Advantage Investment Management
Iowa
$11K – – –
PCG
183
Private Capital Group
Connecticut
$10K – – –
BCA
184
Berman Capital Advisors
Georgia
$9K +$9K +584 New
FGAM
185
Financial Gravity Asset Management
Texas
$8K +$8K +477 New
BCM
186
Blume Capital Management
California
$7K – – –
GWM
187
Geneos Wealth Management
Colorado
$7K – – –
HGWM
188
Harvest Group Wealth Management
Massachusetts
$7K +$7K +454 New
AF
189
Advisornet Financial
Minnesota
$6K +$6K +400 New
ASN
190
Advisory Services Network
Georgia
$5K +$5K +301 New
APA
191
American Portfolios Advisors
New York
$3.59K – – –
CAM
192
Cresset Asset Management
Illinois
$3K – – –
TIM
193
Tortoise Investment Management
New York
$3K – – –
PA
194
Parallel Advisors
California
$3K – – –
WAM
195
Wealthspire Advisors (Maryland)
Maryland
$3K +$563 +37 +23%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$3K +$3K +181 New
CAW
197
Cornerstone Advisors (Washington)
Washington
$3K +$3K +208 New
QCIG
198
Quad-Cities Investment Group
Iowa
$2K – – –
PCP
199
Proficio Capital Partners
Massachusetts
$2K +$2K +97 New
LFA
200
Legacy Financial Advisors
Kentucky
$1K +$1K +35 New
6 7
8
9 10