RWT

Redwood Trust
RWT

Overview Fund Activity

210 hedge funds and large institutions have $659M invested in Redwood Trust in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 70 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
31
Increased
70
Reduced
63
Closed
27
Calls
$4.85M
Puts
$15.9M
Net Calls
-$11M
Net Calls Change
-$3.41M

Top Buyers

1
Invesco
Invesco
Georgia
$13M
2
Citigroup
Citigroup
New York
$4.49M
3
BlackRock
BlackRock
New York
$150M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13M
5
UBS Group
UBS Group
Switzerland
$4.41M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$74.2M
2
Morgan Stanley
Morgan Stanley
New York
$7.97M
3
AA
AlphaCentric Advisors
Puerto Rico
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$12K +$9.74K +1,491 +426%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$12K +$2.5K +385 +26%
HC
178
Hara Capital
Washington
$11.1K +$5.55K +850 +100%
US Bancorp
179
US Bancorp
Minnesota
$9.4K – – –
Barrow, Hanley, Mewhinney & Strauss
180
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.34K – – –
AF
181
Allworth Financial
California
$7.85K +$203 +32 +3%
GSWM
182
Golden State Wealth Management
California
$6.91K +$6.91K +1,058 New
Russell Investments Group
183
Russell Investments Group
United Kingdom
$6.79K +$568 +87 +9%
VCM
184
Versant Capital Management
Arizona
$5.92K +$5.92K +906 New
PTC
185
Private Trust Company
Ohio
$4.9K – – –
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$4.8K – – –
Optiver Holding
187
Optiver Holding
Netherlands
$3.69K +$2.7K +413 +272%
FMP
188
Financial Management Professionals
Texas
$3.64K +$581 +89 +19%
SIS
189
Sound Income Strategies
Florida
$3.27K +$3.27K +500 New
WA
190
WPG Advisers
Maryland
$3.22K +$3.22K +493 New
MSWA
191
Marshall & Sterling Wealth Advisors
New York
$2.73K +$2.73K +419 New
UB
192
UMB Bank
Missouri
$2.68K – – –
EWA
193
EverSource Wealth Advisors
Alabama
$2.63K +$1.68K +257 +176%
AEPWM
194
Atlantic Edge Private Wealth Management
Florida
$2.61K – – –
GRP
195
Global Retirement Partners
California
$2.29K +$921 +141 +67%
RTL
196
Red Tortoise LLC
Georgia
$1.89K – – –
BIA
197
Bell Investment Advisors
California
$1.6K – – –
GWM
198
Geneos Wealth Management
Colorado
$1.29K – – –
MFT
199
Moisand Fitzgerald Tamayo
Florida
$1.19K – – –
RIL
200
Rothschild Investment LLC
Illinois
$1.16K +$163 +25 +16%
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