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RWT

Redwood Trust

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 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 63

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

0.68% less ownership

Funds ownership: 77%76.32% (-0.68%)

1% less funds holding

Funds holding: 213210 (-3)

16% less capital invested

Capital invested by funds: $787M → $659M (-$128M)

69% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $15.9M

Holders
210
Holders Change
-3
Holders Change %
-1.41%
% of All Funds
2.77%
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
28
Calls
$4.85M
Puts
$15.9M
Net Calls
-$11M
Net Calls Change
-$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$12K +$10.7K +1,491 +426%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$12K +$2.77K +385 +26%
HC
178
Hara Capital
Washington
$11.1K +$6.11K +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 +$230 +32 +3%
GSWM
182
Golden State Wealth Management
California
$6.91K +$7.61K +1,058 New
Russell Investments Group
183
Russell Investments Group
United Kingdom
$6.79K +$626 +87 +9%
VCM
184
Versant Capital Management
Arizona
$5.92K +$6.52K +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 +$2.97K +413 +272%
FMP
188
Financial Management Professionals
Texas
$3.64K +$640 +89 +19%
SIS
189
Sound Income Strategies
Florida
$3.27K +$3.6K +500 New
WA
190
WPG Advisers
Maryland
$3.22K +$3.55K +493 New
MSWA
191
Marshall & Sterling Wealth Advisors
New York
$2.73K +$3.01K +419 New
UB
192
UMB Bank
Missouri
$2.68K
EWA
193
EverSource Wealth Advisors
Alabama
$2.63K +$1.85K +257 +176%
AEPWM
194
Atlantic Edge Private Wealth Management
Florida
$2.61K
GRP
195
Global Retirement Partners
California
$2.29K +$1.01K +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 +$180 +25 +16%

RWT Hedge Fund Activity: Q4 2024 in Review

210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Redwood Trust (RWT) for Q4 2024, worth a combined $659M — down 16% from $787M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RWT positions and 28 closed out — a net gain of 3 holders — while 70 added to existing stakes and 63 trimmed.

The largest buyer was Invesco, adding an estimated $8.63M. The largest seller was Wellington Management Group, cutting an estimated $23.3M.

  • 210 institutional investors held Redwood Trust (RWT) as of Q4 2024, down from 213 in Q3 2024.
  • Funds reported $659M of Redwood Trust stock for Q4 2024, down 16% quarter-over-quarter.
  • 31 funds opened new Redwood Trust positions in Q4 2024 and 28 closed out, a net change of +3 holders.
  • The largest Redwood Trust buyer in Q4 2024 was Invesco, an estimated $8.63M added.
  • The largest Redwood Trust seller in Q4 2024 was Wellington Management Group, an estimated $23.3M sold.

Based on aggregated 13F filings for Q4 2024.