Starwood Waypoint Homes
SFR
SFR was delisted on the 15th of November, 2017.
165 hedge funds and large institutions have $888M invested in Starwood Waypoint Homes in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 37 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 51
5% less funds holding
Funds holding: 173 → 165 (-8)
7% less capital invested
Capital invested by funds: $952M → $888M (-$64.8M)
19% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 37
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$23M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$16.8M |
| 3 |
BWCA
Brenner West Capital Advisors
New York
|
+$11.7M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$11.2M |
| 5 |
VCM
V3 Capital Management
Dallas,
Texas
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$27.2M |
| 2 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$13.3M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$10.2M |
| 4 |
MCM
Moore Capital Management
New York
|
-$10.1M |
| 5 |
Neuberger Berman Group
New York
|
-$9.19M |
SFR Hedge Fund Activity: Q2 2014 in Review
165 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Starwood Waypoint Homes (SFR) for Q2 2014, worth a combined $888M — down 6.8% from $952M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of SFR and 30 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 55 added.
The largest buyer was Norges Bank, adding an estimated $23M. The largest seller was Capital Research Global Investors, cutting an estimated $27.2M.
- 165 institutional investors held Starwood Waypoint Homes (SFR) as of Q2 2014, down from 173 in Q1 2014.
- Funds reported $888M of Starwood Waypoint Homes stock for Q2 2014, down 6.8% quarter-over-quarter.
- 30 funds opened new Starwood Waypoint Homes positions in Q2 2014 and 37 closed out, a net change of -7 holders.
- The largest Starwood Waypoint Homes buyer in Q2 2014 was Norges Bank, an estimated $23M added.
- The largest Starwood Waypoint Homes seller in Q2 2014 was Capital Research Global Investors, an estimated $27.2M sold.
Based on aggregated 13F filings for Q2 2014.