Starwood Waypoint Homes
SFR
SFR was delisted on the 15th of November, 2017.
167 hedge funds and large institutions have $1.3B invested in Starwood Waypoint Homes in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 47 reducing their positions, and 20 closing their positions.
442% more call options, than puts
Call options by funds: $26.4M | Put options by funds: $4.87M
49% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 47
2% less capital invested
Capital invested by funds: $1.32B → $1.3B (-$21.4M)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
1% less funds holding
Funds holding: 169 → 167 (-2)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$92.6M |
| 2 |
Cohen & Steers
New York
|
+$29.9M |
| 3 |
Millennium Management
New York
|
+$16.9M |
| 4 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$9.07M |
| 5 |
Renaissance Technologies
New York
|
+$8.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Long Pond Capital
New York
|
-$51.7M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$11.3M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$10.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.81M |
| 5 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
-$7.79M |
SFR Hedge Fund Activity: Q3 2016 in Review
167 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Starwood Waypoint Homes (SFR) for Q3 2016, worth a combined $1.3B — down 1.6% from $1.32B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of SFR and 19 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 70 added.
The largest buyer was Principal Financial Group, adding an estimated $92.6M. The largest seller was Long Pond Capital, exiting entirely with an estimated $51.7M sold.
- 167 institutional investors held Starwood Waypoint Homes (SFR) as of Q3 2016, down from 169 in Q2 2016.
- Funds reported $1.3B of Starwood Waypoint Homes stock for Q3 2016, down 1.6% quarter-over-quarter.
- 19 funds opened new Starwood Waypoint Homes positions in Q3 2016 and 20 closed out, a net change of -1 holder.
- The largest Starwood Waypoint Homes buyer in Q3 2016 was Principal Financial Group, an estimated $92.6M added.
- The largest Starwood Waypoint Homes seller in Q3 2016 was Long Pond Capital, an estimated $51.7M sold.
Based on aggregated 13F filings for Q3 2016.