Starwood Waypoint Homes
SFR
SFR was delisted on the 15th of November, 2017.
156 hedge funds and large institutions have $949M invested in Starwood Waypoint Homes in 2014 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 30 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
7% more capital invested
Capital invested by funds: $888M → $949M (+$61.5M)
2% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 50
5% less funds holding
Funds holding: 165 → 156 (-9)
30% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Third Avenue Management
New York
|
+$63.1M |
| 2 |
Cohen & Steers
New York
|
+$41.9M |
| 3 |
SI
Standard Investments
New York
|
+$30.4M |
| 4 |
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
+$25.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$24.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$56.6M |
| 2 |
LPC
Long Pond Capital
New York
|
-$42.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$21M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$17.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$11.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NPC
176
National Planning Corporation
El Segundo,
California
| – | -$245K | -9,341 | Closed |
|
|
AGM
177
Alpine Global Management
New York
| – | -$233K | -8,900 | Closed |
|
|
VFA
178
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$87K | -3,337 | Closed |
|
179
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$71K | -2,728 | Closed |
|
|
CPP
180
Crow Point Partners
Boston,
Massachusetts
| – | -$15K | -520 | Closed |
|
|
CG
181
Colony Group
Boston,
Massachusetts
| – | -$10K | -400 | Closed |
|
|
BRWA
182
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$5.29K | -202 | Closed |
|
|
GSC
183
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$5K | -176 | Closed |
|
|
DBT
184
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$1K | -50 | Closed |
|
|
GT
185
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$587 | -22 | -46% |
|
SFR Hedge Fund Activity: Q3 2014 in Review
156 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Starwood Waypoint Homes (SFR) for Q3 2014, worth a combined $949M — up 6.9% from $888M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of SFR and 21 opened new positions — a net loss of 9 holders — while 50 trimmed existing stakes and 49 added.
The largest buyer was Third Avenue Management, opening a new position worth an estimated $63.1M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $56.6M sold.
- 156 institutional investors held Starwood Waypoint Homes (SFR) as of Q3 2014, down from 165 in Q2 2014.
- Funds reported $949M of Starwood Waypoint Homes stock for Q3 2014, up 6.9% quarter-over-quarter.
- 21 funds opened new Starwood Waypoint Homes positions in Q3 2014 and 30 closed out, a net change of -9 holders.
- The largest Starwood Waypoint Homes buyer in Q3 2014 was Third Avenue Management, an estimated $63.1M added.
- The largest Starwood Waypoint Homes seller in Q3 2014 was Capital Research Global Investors, an estimated $56.6M sold.
Based on aggregated 13F filings for Q3 2014.