Starwood Waypoint Homes
SFR
SFR was delisted on the 15th of November, 2017.
152 hedge funds and large institutions have $1.01B invested in Starwood Waypoint Homes in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 22 closing their positions.
7% more capital invested
Capital invested by funds: $949M → $1.01B (+$64.2M)
0% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 22
3% less funds holding
Funds holding: 156 → 152 (-4)
13% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 53
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $211K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$41M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
+$25.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$21.7M |
| 4 |
LPC
Long Pond Capital
New York
|
+$20.4M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$9.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWCA
Locust Wood Capital Advisers
New York
|
-$22.8M |
| 2 |
SI
Standard Investments
New York
|
-$14.2M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$14.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.5M |
| 5 |
VCM
V3 Capital Management
Dallas,
Texas
|
-$10.3M |
SFR Hedge Fund Activity: Q4 2014 in Review
152 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Starwood Waypoint Homes (SFR) for Q4 2014, worth a combined $1.01B — up 6.8% from $949M a quarter earlier.
Fund positioning in SFR was balanced in Q4 2014: 22 funds opened new positions, 22 closed out, 46 added to existing stakes and 53 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $41M. The largest seller was Locust Wood Capital Advisers, exiting entirely with an estimated $22.8M sold.
- 152 institutional investors held Starwood Waypoint Homes (SFR) as of Q4 2014, down from 156 in Q3 2014.
- Funds reported $1.01B of Starwood Waypoint Homes stock for Q4 2014, up 6.8% quarter-over-quarter.
- 22 funds opened new Starwood Waypoint Homes positions in Q4 2014 and 22 closed out, a net change of 0 holders.
- The largest Starwood Waypoint Homes buyer in Q4 2014 was Cohen & Steers, an estimated $41M added.
- The largest Starwood Waypoint Homes seller in Q4 2014 was Locust Wood Capital Advisers, an estimated $22.8M sold.
Based on aggregated 13F filings for Q4 2014.