RWT

Redwood Trust
RWT

Overview Fund Activity

204 hedge funds and large institutions have $637M invested in Redwood Trust in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-7
Holders Change %
-3.32%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
81
Reduced
63
Closed
26
Calls
$2.22M
Puts
$7.19M
Net Calls
-$4.97M
Net Calls Change
-$796K

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$98.8M
2
BlackRock
2
BlackRock
New York
$142M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$13.5M
4
WAM
4
Wolverine Asset Management
Illinois
$6.68M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$18.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$12.5M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$62.8M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$10.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$8.47M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$10.2K +$147 +23 +1%
AF
177
Allworth Financial
California
$7.36K +$172 +27 +2%
LC
178
Lindbrook Capital
California
$6.96K +$6.37K +1,000 +1,075%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$6K +$356 +58 +6%
US Bancorp
180
US Bancorp
Minnesota
$5.77K – – –
Russell Investments Group
181
Russell Investments Group
United Kingdom
$5.55K -$809 -127 -13%
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$4.68K – – –
PTC
183
Private Trust Company
Ohio
$4.24K – – –
KFI
184
Key Financial Inc
Pennsylvania
$4.12K – – –
S
185
SignatureFD
Georgia
$2.66K +$1.16K +182 +77%
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$2.09K +$904 +142 +76%
FMP
187
Financial Management Professionals
Texas
$2K +$511 +81 +34%
RTL
188
Red Tortoise LLC
Georgia
$1.84K – – –
BIA
189
Bell Investment Advisors
California
$1.56K – – –
GRP
190
Global Retirement Partners
California
$1.34K – – –
TIM
191
Tortoise Investment Management
New York
$1.27K – – –
MFT
192
Moisand Fitzgerald Tamayo
Florida
$1.16K – – –
ADL
193
Asset Dedication LLC
California
$1K – – –
Northwestern Mutual Wealth Management
194
Northwestern Mutual Wealth Management
Wisconsin
$892 -$20.4K -3,200 -96%
EWA
195
EverSource Wealth Advisors
Alabama
$807 – – –
RL
196
Rogco LP
Oklahoma
$637 – – –
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$637 – – –
UB
198
UMB Bank
Missouri
$319 +$319 +50 New
ECM
199
Everence Capital Management
Indiana
$254 +$128 +20,060 +101%
FFA
200
Farther Finance Advisors
California
$239 – – –
6 7
8
9 10